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| Annualised Returns (% p.a.) | |||||
|---|---|---|---|---|---|
| 1 year | 3 years | 5 years | 7 years | 10 years | |
| IOOF Balanced Growth | 9.5 | 10 | 8.1 | 7.0 | 7.1 |
Your super, working for you: Strong 1 and 3 year returns from IOOF Balanced Growth
IOOFs Balanced Growth investment option – our default MySuper investment option– delivered a strong return of 9.5% over the year to 30 June 2025, and 10% p.a. over three years. These results reflect the strength of our investment approach and our commitment to delivering consistent outcomes for members.
The strong three-year return also places the IOOF Balanced Growth option in the top 10 MySuper options surveyed over this period, as reported by SuperRatings.1
What shaped investment performance this year – and what’s next?
Stanley Yeo, Head of Strategy and Equities, shares insights into the drivers of recent performance and the strategic direction of the Balanced Growth option.
Positioned for Performance: Stanley Yeo on the IOOF Balanced Growth strategy
The option’s strong performance was underpinned by our strategic exposure to global and Australian shares, complemented by carefully selected unlisted and alternative assets.
Listed shares remain a key driver of returns. By investing in high-growth sectors across developed and emerging country markets, the option captured meaningful gains, with global share exposure offering strong potential for long-term capital growth.
Diversification continues to be a cornerstone of our strategy. Our exposure to unlisted and alternative assets – such as infrastructure, property, and insurance-related investments – adds valuable stability and long-term growth potential. These assets typically behave differently from traditional markets, helping to smooth returns during periods of market stress and uncertainty.
Staying focused in a shifting landscape
While recent global events - including shifts in US trade policy and rising tensions in the Middle East - have added to market uncertainty, our investment approach remains anchored in discipline and diversification. The option is actively managed and well-positioned to adapt to a changing market landscape.
Super is a long-term investment, and our strategy reflects that. By maintaining a measured and selective approach, we aim to ensure the option remains resilient through short-term uncertainty while staying focused on delivering sustainable growth over time.
As markets evolve, so too does our approach. We regularly review and adjust the option aiming to ensure it remains aligned with changing conditions and member needs – reassessing asset allocations, identifying new opportunities, and managing risks with care and precision.
Latest investment returns to 30 June 2025
All returns are net of investment fees and estimated taxes and do not include platform administration fees and costs.