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  1. Super for you /
  2. Retire with us /
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  4. Pension investment options

Pension investment options

Investing for your retirement

With MTAA Super, you’ve got control over how your money is invested with a choice of eight investment options.

You can choose just one option or spread your super across a mix of options. Each option has a different investment strategy and varying levels of risk and expected return.

 

Pre-mixed options

 Asset Class options

Conservative

Cash

Income-Focussed

Diversified Fixed Interest

Balanced

Australian Shares

Growth

International Shares

 

Pre-mixed options invest in a range of asset classes. We do the work for you in deciding on the appropriate mix across different asset classes.

Asset Class options invest in a single asset class.

Performance matters

When it comes to super, it’s long-term performance that counts. Consider investment performance over 1 year, 3 years and 5 years as short-term term performance may not give you the full picture. To view performance, see below. 

 

Daily Unit Prices - Pension

Effective date : 20 January 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.

Unit prices for the same investment options will be different depending on whether you hold a Superannuation, Transition to Retirement (TTR) or Pension account.  This is because the earnings on assets in Superannuation and TTR accounts are subject to tax, whereas they are tax-free in Pension accounts.

IMPORTANT: From 1 July 2017 investment earnings on your MTAA Super TTR Pension are taxed at 15%.

Go here for TTR Pension Daily Unit Prices

Go here for Superannuation Daily Unit Prices 

Pension

 

Go here to see Superannuation Daily Unit Prices 

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

 

Historical Daily Unit Prices  

> Download Historical 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 Pension Historical Crediting Rates [Excel]

 

Pension Annual Investment Performance

Alternatively, go here for Superannuation Annual Investment Performance

Start Period End Period Conservative Balanced Growth Income-focussed Cash Aust. Shares Int. Shares Diversified Fixed Interest
01.07.2019 30.06.2020* 0.57  -1.18  -1.41  -1.41  1.14  -4.86  -1.55  2.58 
01.07.2018  30.06.2019 6.40  8.63  9.11  6.62  2.14  8.49  7.90  6.42 
 01.07.2017 30.06.2018 5.89  10.13 12.41 5.58 1.92 16.39 11.37 2.43
 01.07.2016  30.06.2017 6.50  12.43 15.18 7.60  2.02  15.88 18.95  1.76 
01.07.2015

30.06.2016

5.64 6.29 4.90 7.67 2.21 4.83 -3.83 5.32
01.07.2014 30.06.2015 7.18 13.10 13.36 5.46 2.55 7.27 17.81 4.13
01.07.2013 30.06.2014 8.10 13.99 16.98
2.64 17.86 20.55 5.25
01.07.2012 30.06.2013 6.26 12.07 11.93
3.40 24.36 30.63 3.46
01.07.2011 30.06.2012 3.53 -1.09 -2.57
4.72 -4.71 -3.51 12.89
01.07.2010 30.06.2011 5.86 5.48 5.13
5.05 13.57 14.16 5.11
01.07.2009 30.06.2010 5.92 5.54 4.89
3.81 13.48 8.20 8.68
01.07.2008 30.06.2009 -13.23 -27.48 -26.41
5.31 -20.65 -30.61 10.82
01.07.2007 30.06.2008 2.93 -2.30 2.97
6.85 -11.52 -18.56 6.15
01.07.2006 30.06.2007 13.71 21.07 21.76
6.40 30.34 9.42 4.72

Please Note

*Annual investment performance for FY 2019-2020 in the table above are interim figures. 

 

(a) Income-focussed option commenced on 1 November 2014.

 

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 national public holidays.

 

NSW Public Holidays & Weekends: A new buy and sell unit price will not be published on a NSW Public holiday and weekends. 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 ePension and view a benefit quote. Net returns will appear in your annual statement.

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