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| Annualised Returns (% p.a.) | |||||
|---|---|---|---|---|---|
| 1 year | 3 years | 5 years | 7 years | 10 years | |
| IOOF Balanced Growth | 8.81 | 10.55 | 7.61 | 8.18 | 7.44 |
IOOF MySuper investment performance update
Super that works hard towards your retirement
IOOF Balanced Growth delivered a strong return of 10.55% p.a. over 3-years to 31 December 2025. This return places IOOF Balanced Growth in the top 10 MySuper options surveyed over this period, as reported by SuperRatings.1 The investment option also returned 8.81% for the 1-year to 31 December 2025.
These returns were mainly driven by strong global share markets, especially big technology companies. To help balance out market ups and downs, your super is also invested in a mix of other assets — like property, private companies and essential infrastructure. This blend helps protect your savings through different market conditions while keeping your money working steadily towards retirement.
What’s ahead
We’re continuing to monitor recent events in the Middle East, but our focus remains firmly on managing your super with a long‑term view that’s designed to navigate short‑term market movements. Your super remains broadly diversified, and you can read our latest update on this here.
Latest investment returns to 31 December 2025
All returns are net of investment fees and estimated taxes and do not include platform administration fees and costs.
1 SuperRatings Fund Crediting Survey, SR MySuper Index as at 31 December 2025. Returns are calculated net of investment fees, estimated taxes and implicit asset-based administration fees. Explicit fees such as fixed dollar administration fees, exit fees, contribution fees and switching fees are excluded. Past performance is not a reliable indicator of future performance. Ratings are only one factor to be taken into account when choosing a super fund.
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 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.