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

Post the onset of COVID-19 we have seen our short-term performance bounce back to pre-COVID-19 levels. We continue to remain flexible and adapt to the ever changing ups and downs of the market and the daily volatility we are still experiencing.

Here is a snapshot of our top performing investment options, this financial year to date. To view all our investment options including the long-term performance see the below table.

High ranking for our Stable and Capital Managed Investment Options

Our Stable and Capital Managed options have received high rankings in the financial year to date. Below shows the performance ranking as per SuperRatings* Survey as at 31 March 2021 for both Accumulation and Pension.

Accumulation
Investment OptionRolling 1 Year position/rank
Stable1 out of 50
Capital Managed3 out of 25
Pension
Investment OptionRolling 1 Year position/rank
Stable2 out of 50
Capital Managed2 out of 25

* 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
1 July 2020 to 19 April 2021    
Our top performing options
20 April 2020 to 19 April 2021

13.36% p.a.

MySuper option

22.25% p.a.

Australian Shares option

24.12% p.a.

International Shares option

15.36% p.a.

Growth option

14.48% p.a.

SRI Balanced option

17.44% p.a.

MySuper option

32.64% p.a.

Australian Shares option

30.57% p.a.

International Shares option

20.57% p.a.

Growth option

19.68% p.a.

SRI Balanced 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

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 looking at new investments in 2021 including alternatives, property, infrastructure and diversified income.

For more information

Read more about our latest market outlook.

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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