Energy Super’s investment goal is to build wealth over the long term, but we are also aware that our performance over the short-term is important for our members.

Our performance is strong – providing more for your super future

Since we began to see market recovery post the onset of COVID-19, we have seen our short-term performance continue to remain strong. Our strategy remains flexible to adapt to the ever-changing ups and downs of the market and the daily volatility we are still experiencing due to COVID-19.

High ranking for our Stable and Capital Managed Investment Options

Our Stable and Capital Managed options have received high rankings over rolling 1 year. Below shows the performance ranking as per SuperRatings* Survey as at 31 July 2021 for both Accumulation and Pension.

Accumulation
Investment OptionFYTD position/rank
Stable1 out of 49
Capital Managed4 out of 24
Pension
Investment OptionFYTD position/rank
Stable1  out of 48
Capital Managed2 out of 24

* Ratings are provided by SuperRatings Pty Ltd (ABN 95 100 192 283) (AFSL 311880) and Rainmaker Information Pty Ltd (ABN 86 095 610 996). Ratings are only one factor to be considered when making investment decisions. Refer to energysuper.com.au/ratings for information about the rating and the rating scale. SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

Our top performing options FYTD
1 July 2020 to 30 June 2021    

28.95% p.a.

International Shares option

28.10% p.a.

Australian Shares option

21.11% p.a.

SRI Balanced option

20.98% p.a.

Growth option

All returns shown above are net effective earning rates (i.e. after tax and some fees). Investment returns are not guaranteed. Past performance is not a reliable indicator of future performance

To view all of our investment options including the long-term performance see the below table.

Looking ahead

We remain cautiously optimistic with the team continuing to monitor all asset allocations and liquidity. Diversification will continue across investment options and we are continuing to look at new investments in 2021 including alternatives, property, infrastructure and diversified income.

This information is general information only and does not take into account your personal objectives, financial situation or needs. You should consult a licensed financial adviser to obtain financial advice that is tailored to suit your personal circumstances. For more information on your investments please visit our website www.energysuper.com.au or call us on 1300 436 374.

FYTD (%) Rolling returns to (%)
1 yr 3 yr 5 yr 7 yr 10 yr
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*Please note that investment earnings on TTR accounts are taxed up to 15%, the same as those for Accumulation (Super) accounts. For pre-1 July 2017 returns for TTR income stream accounts, view our 2017 Annual Report

^Fixed Interest commenced 1 July 2015.

^MySuper commenced 1 September 2013.

^Indexed Balanced commenced 6 April 2019.

FYTD means Financial Year to Date (i.e. starting on 1 July and ending on the date shown).

The investment returns in the table above are provided to show how Energy Super's different investment options have performed over the short and long term (one year or less up to ten years).Where 'n/a' is shown this means that the option has not been available for the full period and therefore returns are not available.

All returns shown above are net effective earning rates (i.e. after tax and some fees). The FYTD Return and the 1yr rolling return are not annualised.

Closed investment options include Capital Guarantee and Smoothed Return.

The Annual Report has more information on how rates are calculated.

Not sure what’s best for you? We offer personalised, expert financial advice over the phone at no additional cost to help you make the most of your super.

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