IOOF Balanced Growth delivered a healthy 8.1% for the 12-months to 31 March 2026, and a strong return of 8.6% per annum, for three years to the same date.
What this means for you
If you had $50,000 invested five years ago with growth of 6.7% p.a. and made no contributions, your balance would now be an estimated $69,150 1
Returns were supported by investments in Australian and global companies, along with infrastructure such as power stations, renewable energy projects, telecommunications towers and toll roads.
These returns were achieved during a period of global change, including shifts in US trade policy and conflict in the Middle East.
Throughout this time, our investment team has remained closely focused on your super — actively managing it day to day and spreading your savings across a mix of assets designed to help protect what you’ve built and support growth as conditions change.
Understanding the impact of global events on your super
When there’s conflict overseas, it’s natural to wonder what it means for your super. Here’s how recent events can affect the investments markets — and what this can mean for your super over the long term.
Periods of conflict can create short‑term ups and downs in markets. That’s a normal part of how investing works, especially when headlines are unfolding quickly. Your super is built with this in mind, using a mix of investments designed to support your savings over time.
What’s usually more important in moments like these is avoiding sudden changes based on short‑term news. Staying focused on your longer‑term plan can help your super keep working towards your future.
| Annualised Returns (% p.a.) | |||||
|---|---|---|---|---|---|
| 1 year | 3 years | 5 years | 7 years | 10 years | |
| IOOF Balanced Growth | 8.1 | 8.6 | 6.7 | 6.8 | 7.3 |
All returns are net of investment fees and estimated taxes and do not include platform administration fees and costs.
1 Assuming that the member invested $50,000 in the IOOF Balanced Investor Trust achieved the historical annualised return over the indicated period. The calculated amount does not take into account any transactions, including contributions, administration fees and costs and/or any insurance premiums charged to the IOOF account over this period which would change the final balance. Past performance is not a reliable indicator of future performance.
Important information
Issued by IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFSL 230524 as Trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818. IIML is part of the Insignia Financial group of companies comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate (Insignia Financial Group).
Past performance is not a reliable indicator of future performance.
The value of an investment may rise or fall with the changes in the market. The performance returns in this communication are reported after deducting investment fees and estimated taxes but are before deducting administration fees and costs. Performance returns are annualised for periods greater than one year. For details of relevant fees and costs, refer to the Product Disclosure Statement (PDS) and Investment Menu.
Neither IIML, the investment managers, nor any of their related bodies corporate, guarantee the performance or any rate of return of the investments. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. This performance Summary may be considered to be general financial product advice only, and is not intended to represent investment or professional advice and does not take into account your individual financial circumstances. You should consider the appropriateness of this information, having regard to your individual financial circumstances. A Product Disclosure Statement (PDS) should also be obtained and you should consider the PDS in deciding whether to acquire, or to continue to hold, any investment. You can obtain the latest copy of the PDS (or other disclosure documents) by calling us on 1800 913 118 or by searching for the applicable product on the website at www.ioof.com.au.
