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Also in this section
    1. Super for you /
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    4. Your investment options

    Your investment options

    Your super, your choice

    Everyone’s needs are different. That’s why MTAA Super lets you choose how your super is invested. You can invest in one or a mix of our eight investment options. Each option has a different investment strategy and varying levels of risk and expected return. 

    Options by risk and timeframe

    Use the graph below to compare the risk of your investment to the investment timeframe.

    main
    main
    *Standard risk measure: The Standard Risk Measure disclosed for each of MTAA Super’s investment options is calculated on the basis of the Strategic Asset Allocation for that investment option. It represents the Trustee’s calculation of the Standard Risk Measure for that option over a 20 year period. Read more

    Our investment options

    We offer two categories of investment options: Pre-mixed options which invest in a range of asset classes, and Asset Class options which invest in a single asset class. 

    If you don’t choose an investment option, you’ll automatically be invested in the My AutoSuper (Balanced) option, our MySuper authorised product.

    Pre-mixed options

    My AutoSuper (Balanced)

    multiple grey
    7+
    years
    (timeframe*)
    5
    Medium - High
    (risk measure*)
    Seeks medium to high long-term returns through a balanced exposure to risk. It is intended to be suitable for members with a moderate to high risk level.
    My AutoSuper (Balanced) Product Dashboard

    Conservative

    multiple grey
    4+
    years
    (timeframe*)
    3
    Low - Medium
    (risk measure*)
    Seeks stable returns in the short to medium term through reduced exposure to risk. It is intended to be suitable for members who are willing to take on an average level of risk.
    View Option

    Income-focussed

    multiple grey
    5+
    years
    (timeframe*)
    5
    Medium - High
    (risk measure*)
    Seeks to generate an appropriate income yield, along with a balance between stable returns and growth.
    View Option

    Growth

    multi
    10+
    years
    (timeframe*)
    6
    High
    (risk measure*)
    Seeks high long-term returns through a controlled exposure to specific risk. It is intended to be suitable for members who are willing to take on above-average risk with a 10-year or longer investment time horizon.
    View Option
    Asset class options

    Australian Shares

    orange
    10+
    years
    (timeframe*)
    7
    Very High
    (risk measure*)
    Seeks high returns in the long term through an exposure to market risk. It is intended to be suitable for members who are willing to take on above-average risk with an investment horizon of at least 10 years.
    View Option

    International Shares

    black
    10+
    years
    (timeframe*)
    7
    Very High
    (risk measure*)
    Seeks high returns in the long term through an exposure to global market risk. It is intended to be suitable for members who are willing to take on above average risk with an investment horizon of at least 10 years.
    View Option

    Diversified fixed interest

    blue
    3+
    years
    (timeframe*)
    5
    Medium - High
    (risk measure*)
    Seeks stable returns over the short to medium term through reduced exposure to risk. It is intended to be suitable for members who seek stable investment with limited capital growth opportunity.
    View Option

    Cash

    red
    0.5+
    years
    (timeframe*)
    1
    Very Low
    (risk measure*)
    Seeks stable returns through low exposure to risk. It is intended to be suitable for members who seek stable and secure investments without capital growth opportunity.
    View Option

     

    Daily Unit Prices - Superannuation and Transition to Retirement (TTR) Pension

    Effective date : 27 February 2021

    MTAA Super commenced Unit Pricing on 22 April 2017. For more information about the change to unit pricing refer to the Understanding Unit Pricing fact sheet.

    NOTE: From 1 July 2017 the Unit Prices for TTR Pension accounts are the same as for Superannuation accounts.

    Superannuation and Transition to Retirement (TTR) Pension

     

    Go here to see Pension Daily Unit Prices 

    Past performance should not be taken as an indication of future performance. 

     

    Historical Daily Unit Prices  

    > Download Historical Superannuation Unit Prices [Excel] 

    > Download Historical TTR Pension Unit Prices [Excel] 


    Historical Crediting Rates  

    Prior to 22 April 2017, MTAA Super used crediting rates to apply the returns for each investment option to members. Download this file for crediting rates for the period up to 21 April 2017.  

    > Download Super Historical Crediting Rates [Excel]

     

    Superannuation Annual Investment Performance

    Alternatively, go here to see Pension & TTR Pension Annual Investment Performance

    Start Period End Period Conservative My AutoSuper (Balanced) Growth Income-focussed(a) Cash Australian Shares International Shares Diversified Fixed Interest
    01.07.2019  30.06.2020  0.57  -0.94  -1.14  -1.17  0.96  -4.52  -1.99  2.18 
    01.07.2018  30.06.2019  5.65 7.66 8.42 5.70 1.78 7.81 7.51 5.51
    01.07.2017  30.06.2018  5.33 9.39 11.60 5.01 1.67 14.94 10.99 2.16 
     01.07.2016  30.06.2017  5.66  10.98  13.51  6.74  1.69  14.23 17.19 1.49
    01.07.2015

    30.06.2016

    4.77 5.53 4.23 6.69 1.87 3.95 -3.23 4.43
    01.07.2014 30.06.2015 6.18 11.74 11.86 4.71 2.11 6.04 16.31 3.17
    01.07.2013 30.06.2014 7.10 12.18 15.00 2.24 15.47 18.33 3.88
    01.07.2012 30.06.2013 5.25 10.46 10.00 2.86 20.33 25.08 2.96
    01.07.2011 30.06.2012 2.69 -1.08 -2.72 4.06 -5.42 -5.09 10.86
    01.07.2010 30.06.2011 5.09 4.39 4.60 4.33 11.07 12.79 4.56
    01.07.2009 30.06.2010 5.05 4.61 3.95 3.26 12.10 7.21 7.47
    01.07.2008 30.06.2009 -12.08 -24.98 -23.99 4.51 -18.86 -27.64 9.19
    01.07.2007 30.06.2008 2.42 -2.13 2.49 5.81 -10.30 -16.41 5.22
    01.07.2006 30.06.2007 12.29 19.12 19.73 5.44 26.74 8.31 4.01
    01.07.2005 30.06.2006 11.29 18.86 18.67 4.79 22.91 17.58 1.82
    01.07.2004 30.06.2005 10.84 15.95 16.01 4.32 25.50 2.98 8.29
    01.07.2003 30.06.2004 10.30 17.00 17.00 3.69 19.24 17.84 2.08

    (a) Income Focussed option commenced on 1 November 2014

     

    To note:

     

    Past performance should not be taken as an indication of future performance.

     

    A buy price is applied when you invest in an investment option. 

     

    A sell price is the price applied when you withdraw money from an investment option. The sell price will be used to calculate your account balance. All net investment returns are reflected in the sell price of each investment option.

    A new buy and sell unit price will be set each business day. A business day is generally considered to be Monday through Friday and excludes weekends and NSW public holidays.

     

    NSW Public Holidays & Weekends: A new buy and sell unit price will not be published on a NSW Public holidays or weekend. The buy and sell price for the previous business day will apply.

     

    Financial Year to Date return: The returns shown above may differ from your actual returns depending on the timing of your transactions in the investment option/s. For your current account balance, login to your account via Member SuperSite or e-Pension. Net returns will appear in your annual statement.

     

     

     Start Period End Period Conservative My AutoSuper (Balanced)  Growth Income-focussed  Cash   Australian Shares  International Shares Diversified Fixed Interest 
     20.07.2016 26.07.2016  0.31 0.71 0.86 0.47 0.04 1.37 0.87 0.17
    13.07.2016 19.07.2016   0.04 1.08  1.28 0.69 0.03 1.74 1.51 -0.05
     06.07.2016  12.07.2016  0.34 0.75 0.98 0.4 0.03 1.95 1 0.29
    01.07.2016 05.07.2016 -0.02 -0.12 -0.19 0.26 0.02 -0.16 -0.31 0.07

     Superannuation Financial Year to Date 

    Contact us

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    Email us now

    Learn more about our investment approach

    image
    How we invest

    Our investment strategy is to build a diversified portfolio of assets that balances investment returns and risks.

    image
    Valuation of assets

    Investments are valued regularly so transactions can be processed at values that are materially fair and equitable.

    image
    Investment governance and proxy voting

    An overview of MTAA Super’s shareholder voting and investment governance policies.

    Need Help? Click here to contact us today
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