Transition to Retirement Pension - Annual Performance 

The following table shows the effective rate of net earnings of each of the investment options (net of investment charges) each year since inception.*

*Up to 30 June 2017 Transition to Retirement (TTR) were invested in the same options as Allocated Pensions. Due to tax changes from 1 July 2017 the TTR investments are now separate TTR options whose returns match the Retained benefit section.

30 June

Growth

Equity

Capital Stable

Enhanced Cash

2005

14.73%

16.85%

11.37%

 

2006

16.81%

21.15%

8.78%

5.97%

2007

16.60%

20.40%

9.95%

6.29%

2008

-10.67%

-16.28%

-2.15%

5.53%

2009

-14.26%

-22.99%

-3.86%

4.10%

2010

9.92%

12.76%

9.98%

7.08%

2011

10.30%

11.88%

8.36%

7.16%

2012

0.10%

-4.11%

3.78%

4.73%

2013

18.21%

23.51%

10.64%

4.97%

2014

14.97%

18.97%

9.25%

3.58%

2015

8.67%

10.36%

5.95%

3.02%

2016

2.25%

1.22%

3.29%

2.36%

2017

13.05%

16.61%

8.11%

2.81%

2018

9.18%

12.06%

5.68%

2.02%

2019

5.81%

7.12%

4.30%

2.13%

2020

-0.22%

-1.20%

0.66%

1.27%

2021

17.50%

25.64%

8.08%

0.60%

2022

-1.26% -2.63% -1.06% -0.48%

2023

8.72% 11.19% 5.78% 2.94%

Average annual compound return over the 5 years to 30 June 2023

5.90% pa 7.56% pa 3.50% pa 1.29% pa

Average annual compound return over the 10 years to 30 June 2023

7.70% pa 9.71% pa 4.96% pa 2.02% pa


Past performance is not necessarily an indication of future performance. Particular care should be taken in reviewing short term returns.

This information has been prepared by Alcoa of Australia Retirement Plan Pty Ltd ABN 80 065 702 454 for general information only. The information does not take into account your personal objectives, financial situation or needs. Therefore, you should not act on this information if you have not considered the appropriateness of this information to your personal objectives, financial situation and needs. You should consult a licensed or appropriately authorised financial adviser before making any financial decision.

25 July 2023