INSIGHTS
Outstanding GoalTracker® returns
The GoalTracker Investment Option has delivered outstanding returns of up to 12.3% for the Financial Year to 30 June 2024.
The GoalTracker Investment Option , the default1 investment option for the Russell Investments Master Trust, has performed among the top 10 MySuper Lifecycle options across the country, with outstanding returns of up to 12.3% for the 2023/24 Financial Year.
Members aged 50 and under, who were invested in the GoalTracker Investment Option, enjoyed double-digit investment returns of 12.3% for the period. Members aged 51 to 59 achieved returns between 9.5% and 12% (depending on their age), while those age 60 and over saw returns of 9.2% for the financial year.
| Age | GoalTracker one year performance to 30/06/2024 | GoalTracker annualised performance since inception (28/03/2020 to 30/06/2024) |
|---|---|---|
| 30 | 12.3% | 11.3% |
| 40 | 12.3% | 11.3% |
| 50 | 12.3% | 11.3% |
| 55 | 10.7% | 9.8% |
| 60+ | 9.2% | 8.3% |
Returns are net of investment fees, costs and investment taxes (where applicable), and also net of the Trustee Administration Fee. Other administration fees are not included in the calculation. Source: Russell Investments. Past performance is not a reliable indicator of future performance.
Please note, members who have activated GoalTracker Plus should refer to their Annual Benefit Statement each year for their personalised investment returns, which are usually sent around September.
How we invest
If you haven’t made an active investment choice2, we invest your super in the GoalTracker Investment Option.
The GoalTracker (MySuper) Investment Option automatically invests your super based on your age, through a diversified portfolio invested across a range of asset classes.
When you’re younger, your investment strategy will have a higher allocation to growth assets to help grow your super balance. To help protect your savings as you approach retirement, your allocation to defensive assets will increase.
Strong year for sharemarkets
Making the most of the GoalTracker program
There’s more to GoalTracker than being an investment option.
In fact, the innovative and award-winning GoalTracker program offers a simple, step-by-step approach to growing and managing your super. Designed to help take the guesswork out of super and retirement, in three simple steps our GoalTracker program can:
- CALCULATE the amount of income you’re heading for in retirement
- Help you SET an income goal that’s right for the retirement lifestyle you want
- Offered tailored advice and strategies to help ACHIEVE it.
If you haven’t done it already, why not log in to your online account and click the ‘Get a clearer picture’ button to get started today?
First time logging in? Register for online access.
Award-winning innovation
GoalTracker has been recognised globally for its innovation.
SUPPORT
We're here to help
Already a member?
Log in to access your super or retirement account and sort your super online.
First time logging in?
Get set up in a few simple steps and access your online account.
Want super on the go?
Download the Super Tracker App on the app store or on Google Play.
Want us to call you?
Simply fill in the form below and we’ll give you a call back.
Please note that it may take us up to three days to respond to your request and we will do our best to respond within the time frame you’ve specified above. We’ll only use this information to contact you in relation to this request. If we can’t reach you by phone, we may use the email address supplied to get in touch. Read our Privacy Policy.
^Source: Source: https://www.lonsec.com.au/2024/07/16/media-release-ai-and-bank-shares-push-super-balances-higher-in-2024/
#Source: Source: Russell Investments
1 The default or MySuper investment option is generally considered a fair measure, as it’s built on the principle of providing a simple, cost-effective and balanced product to members invested in a default investment option.
2 Check out the performance of the other options on our investment menu.