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| Annualised Returns (% p.a.) | |||||
|---|---|---|---|---|---|
| 1 year | 3 years | 5 years | 7 years | 10 years | |
| IOOF Balanced Growth | 9.6 | 9.92 | 6.96 | 7.18 | 7.59 |
IOOF MySuper investment performance update
Super that’s building towards a great retirement
IOOF Balanced Growth delivered a strong 9.6% over the year to 30 June 2026.
What this means for you
If you had $50,000 invested three years ago, and made no contributions, your balance would now be an estimated $66,369 1
What’s driven performance?
These returns have been supported by a mix of global investment opportunities over the past year.
The ongoing growth of artificial intelligence (AI) was a major contributor, benefiting not only large US technology companies but also Asian businesses that supply the technology and components needed to power AI innovations.
Returns were also supported by investments designed to diversify your portfolio and reduce reliance on share markets alone. These included investments that help protect against the financial impact of natural disasters, as well as investments that generate income from sources such as government contracts and legal settlements.
By investing across a broad range of assets, we aim to help grow your super while managing risk through changing market conditions.
Latest investment returns to 30 June 2026
All returns are net of investment fees and estimated taxes and do not include platform administration fees and costs.
Top-rated super
1 Assuming that the member invested $50,000 in the IOOF Balanced Growth 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.
Awards and ratings are only one factor to take into account when choosing a super fund. For more details on IOOF Superfund’s awards visit IOOF awards.
The Heron Partnership has awarded IOOF with 5 Stars in its Heron Quality Star Ratings for 2026.
The award recognises IOOF as an “outstanding product with a great depth of features and flexibility”. The 5 Stars rating is based on Heron's assessment of IOOF investment arrangements, insurance, communications, contributions and ancillary benefits. It takes into account an analysis of about 120 features used to compare super funds in the Australian marketplace to assess the strengths and weaknesses of each fund.
For details about The Heron Partnership’s ratings methodology refer to www.heronpartners.com.au.
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 in to 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.