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Outstanding GoalTracker® returns

The GoalTracker Investment Option has delivered outstanding returns of up to 12.3% for the Financial Year to 30 June 2024.

The GoalTracker (MySuper) Investment Option, the default1 investment option for the Russell Investments Master Trust (including Nationwide Super), has performed among the top 10 MySuper Lifecycle options across the country, with outstanding returns of up to 12.3% for the 2023/24 Financial Year^.

Members aged 50 and under, who were invested in the GoalTracker Investment Option, enjoyed double-digit investment returns of 12.3% for the period. Members aged 51 to 59 saw returns between 9.5% and 12% (depending on their age), while those aged 60 and over saw returns of 9.2% for the financial year.

Age GoalTracker – 1 yr performance to 30/06/2024 GoalTracker annualised performance since inception (28/03/20 – 30/06/24)
30 12.3% 11.3%
40 12.3% 11.3%
50 12.3% 11.3%
55 10.7% 9.8%
60+ 9.2% 8.3%
Returns are net of investment fees, costs and investment taxes (where applicable), and also net of the Trustee Administration Fee. Other administration fees are not included in the calculation. Source: Russell Investments. Past performance is not a reliable indicator of future performance.

Please note, members investing with GoalTracker Plus should refer to their Annual Benefit Statement for their investment returns, which are usually sent around September.

How we invest

If you haven’t made an active investment choice2, we invest your super in the GoalTracker Investment Option.

The GoalTracker (MySuper) Investment Option invests your super based on your age, through a diversified portfolio invested across a range of asset classes.

When you’re younger, your investment strategy will have a higher allocation to growth assets to help grow your super balance. To help protect your savings as you approach retirement, your allocation to defensive assets will increase3.

Strong year for sharemarkets

The results for the GoalTracker Investment option were achieved over a strong year for sharemarkets, which added significant value to members accounts through double-digit returns for global shares (both hedged and unhedged against the Australian dollar) as well as Australian shares.#

Markets continued to rally despite lingering fears of a global recession and stickier inflation in Australia. It’s looking more likely our central bank will be on hold before easing begins in 2025.

Making the most of the GoalTracker Program

There’s more to GoalTracker than being an investment option.

In fact, the innovative and award-winning GoalTracker program offers a simple, step-by-step approach to growing and managing your super. Designed to help take the guesswork out of super and retirement, in three simple steps our GoalTracker program can::

  1. CALCULATE the amount of income you’re heading for in retirement
  2. Help you SET an income goal that’s right for the retirement lifestyle you want
  3. Offer tailored advice and strategies to help ACHIEVE it.

If you haven’t done it already, why not log in to your online account and click the ‘Get a clearer picture’ button to get started today?

First time logging in? Register for online access.

^Source: https://www.lonsec.com.au/2024/07/16/media-release-ai-and-bank-shares-push-super-balances-higher-in-2024/
#Source: Russell Investments
  1. The default or MySuper investment option is generally considered a fair measure, as it’s built on the principle of providing a simple, cost-effective and balanced product to members invested in a default investment option.
  2. Check out the performance of the other options on our investment menu.
  3. The investment manager may make tactical changes to the option’s strategic asset allocation from time-to-time in response to capital market expectations.