From 1 October 2020 Transition To Retirement investment options were replaced by the same investment options available to HESTA Super members. The performance shown on this page is for the corresponding HESTA Super investment options. Please see here for Transition To Retirement performance before 1 October 2020.
1 July 2017 changes
Changes to superannuation legislation from 1 July 2017, means that investment earnings in a transition to retirement income stream are now subject to up to 15% tax.
† Previously named Core Pool. Commenced 1 August 1987 | * Previously named Conservative Pool. Commenced 1 July 1995 | ^ Commenced 1 October 2020 | § Previously named Eco Pool. Commenced 1 February 2000 | ‡ Previously named Shares Plus. Commenced 1 July 1995 | + Previously named Cash; changed to include Term Deposits on 1 Oct 2020. Performance history before 1 October 2020 based on Cash. Commenced 1 July 2001 | Ø Previously named Property; changed to include Infrastructure on 1 Oct 2020. Performance history before 1 October 2020 based on Property. Commenced 1 July 2001 | ± Previously named Global bonds. Commenced 1 July 2001 | # Commenced 1 July 2001
Returns are net of investment fees, Indirect Cost Ratio (ICR) and taxes. Rounding has been applied to the graph to the nearest dollar