Our performance: strong and consistent

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Our investment strategy looks beyond short-term market ups and downs to deliver strong and consistent investment performance over the long term.

In fact, seven of our investment options have been ranked in the top 20 performing funds over 10 years, and five are ranked in the top 10 over 15 years in the SuperRatings Fund Crediting Rate Surveys1.

9.05% p.a.*

10 year return to 31 December 2019 - Growth option

16.10% p.a.*

1 year return to 31 December 2019 - Growth option

There’s plenty to be said for playing the long game

As long-term investors, Energy Super looks through short-term market ups and downs and media headlines when managing your super and retirement savings.

Our goal is to build your wealth by harnessing the benefit of compounding investment returns over the long term (7+ years). This is how we believe super funds should be considered and measured, because even if you’ve just reached retirement age, you’re still most likely to have at least another 15+ years of being invested.

Super performance

Our long-term performance for super (and income stream, see below) has been consistently strong. Take a look at our investment performance over a range of time periods.

Investment option1 year* 3 years* 5 years* 10 years*
MySuper 13.41% 8.08% 7.76%  n/a
Cash Enhanced 1.59% 1.74% 1.88%  2.89%
Stable
6.86%4.92% 5.00% 5.79%
Fixed Interest 5.20% 3.45% n/a  n/a
Capital Managed 10.00% 6.30% 6.16% 6.78% 
Balanced 13.16% 8.00% 7.71%  8.08%
Indexed Balanced n/a  n/a  n/a n/a
SRI Balanced 15.28% 7.67% 6.35%  6.83%
Growth 16.10% 9.24% 8.81%  9.05%
Australian Shares 21.49% 9.71% 9.34% 8.00%
International Shares 23.95% 12.92% 10.60% 10.80%

* Performance is for the period to 31 December 2019 and is for Accumulation super accounts.
Where 'n/a' is shown this means that the option has not been available for the full period and therefore returns are not available. * This document contains several references to Energy Super’s investment performance as indicated by the * symbol. Where this symbol appears, please remember investment returns are not guaranteed and past performance is not a reliable indicator of future returns. The Growth option is a high risk option, and may not be right for everyone. Check out our investments here to find an option that’s right for you.

All returns shown 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. Each investment option has different objectives, risk profiles and asset allocations. For more information check out the investment information in the Product Disclosure Statement applicable to you.

  • Income stream performance

    Investment option

    1 year*

    3 years*

    5 years*

    10 years*

    Cash Enhanced

    1.82%

    2.06%

    2.21%

    3.38%

    Stable

    8.25%

    5.68%

    5.72%

    6.73%

    Fixed Interest

    6.28%

    4.39%

    n/a

    n/a

    Capital Managed

    11.78%

    7.24%

    7.00%

    7.81%

    Balanced

    15.33%

    8.95%

    8.55%

    9.02%

    Indexed Balanced

    n/a

    n/a

    n/a

    n/a

    SRI Balanced

    18.21%

    8.81%

    7.09%

    7.58%

    Growth

    18.29%

    10.26%

    9.73%

    10.07%

    Australian Shares

    25.40%

    10.90%

    10.39%

    8.98%

    International Shares

    26.30%

    14.24%

    11.47%

    11.62%

    * Performance is for the period to 31 December 2019 and is for Income Stream accounts.
    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 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. Each investment option has different objectives, risk profiles and asset allocations. For more information check out the investment information in the Product Disclosure Statement applicable to you.

Our investment approach

Our investment approach is based on a strategy of active management and diversification, along with effective cost management. We believe this leads to more consistent outcomes. We partner with some of the best investment managers in Australia and globally, either through pooled investment vehicles or discrete mandates, to help us implement the investment strategy for each investment option.

A note on comparing super fund investment performance

Comparisons with other super funds are always difficult, as every super fund will set their investment strategy to suit the needs of their members. Even within investment options of the same name, super funds will allocate assets differently which inevitably leads to varying performance outcomes year on year.

There are times when we’ve outperformed most of our peers.* Of course there are also times when we’ve underperformed, but over the long term our investment performance remains strong.

* For example, our Growth option was ranked Number 1 over 10 years in the Super Ratings SR50 Accumulation Fund Crediting Rate Survey in December 2017 and has remained in the SR50 Top 10 rankings ever since.

See our Latest Performance


1 Within the top 20, our best performers over 10 years are Growth ranked 7th, Capital Managed ranked 8th and Cash Enhanced ranked 7th. Over 15 years, our top 10 performers are Growth ranked 6th, Capital Managed ranked 2nd, Australian Shares ranked 10th, International Shares ranked 7th and Cash Enhanced ranked 10th. Source: SuperRatings SR50 Crediting Rate Surveys to 31 December 2019. 

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