We apologise to our members for the extended hold/wait times and delays to withdrawals from defined benefit accounts. We expect to resolve most issues by the end of May 2022 and are confident the majority will be resolved much sooner. Please read our service update for more information.

Also note: The ESSSuper mobile app has been updated and is available to download. Visit our Members Online web page for more details.

Monthly returns

May 25 2022

Investment returns vary month-by-month and the investment return on your account(s) will depend on the investment mix of your chosen option(s) and the timing of cash flows into and out of your account(s).

Monthly returns are listed for our Accumulation Plan, Beneficiary Account, Working Income Stream, and Retirement Income Stream products.

ESSSuper publishes monthly returns (which can be positive or negative) based on the change in unit prices of each investment option at the end of each month. Investment returns are calculated after deducting any tax on investments, investment management fees, and other fees and costs. Returns are published by the close of business within five Victorian business days following end of the month.

The tables below show the declared monthly crediting rates for the financial year to date.

Additional information is also available on our Investment performance flyer (PDF 49.9KB).

Accumulation Plan

Financial Year to Date (FYTD) Performance

Shares Only -0.45
High Growth 1.34
Growth 1.36
Balanced 0.53
Conservative -0.34
Defensive -1.68
Basic Growth 2.15
Ethically Minded 2.79
Cash 0.09

Financial year to date (30 April 2022)

Growth option 1.36% (FYTD)

 

  Shares Only High Growth Growth Balanced Conservative Defensive Basic Growth Ethically Minded Cash
FYTD -0.45% 1.34% 1.36% 0.53% -0.34% -1.68% 2.15% 2.79% 0.09%
April 2022 -2.64% -1.62% -0.94% -0.80% -0.76% -0.88% -1.53% -0.77% 0.01%
March 2022 1.53% 1.46% 1.03% 0.41% 0.04% -0.43% 1.92% 1.94% 0.01%
February 2022 1.01% 0.71% 0.46% 0.07% -0.16% -0.34% 0.94% -0.07% 0.02%
January 2022 -5.66% -4.45% -2.91% -2.02% -1.45% -0.98% -4.22% -4.39% 0.02%
December 2021 2.36% 2.13% 1.46% 1.12% 0.82% 0.36% 1.89% 1.97% 0.01%
November 2021 -0.35% -0.10% -0.09% 0.12% 0.21% 0.29% 0.60% 0.75% 0.01%
October 2021 0.72% 1.00% 0.60% 0.43% 0.16% -0.16% 1.17% 1.74% 0.00%
September 2021 -1.70% -1.28% -0.86% -0.73% -0.44% -0.41% -1.67% -2.13% 0.00%
August 2021 3.30% 2.61% 1.86% 1.24% 0.69% 0.36% 1.71% 1.95% 0.00%
July 2021 1.31% 1.08% 0.84% 0.75% 0.57% 0.50% 1.50% 1.99% 0.00%
Prior financial year returns
2020-2021 26.51% 21.73% 15.62% 11.72% 7.27% 3.65% 18.99% 19.24% 0.11%

Historical annual returns

Working Income Stream

Financial Year to Date (FYTD) Performance

Shares Only -0.45
High Growth 1.34
Growth 1.36
Balanced 0.53
Conservative -0.34
Defensive -1.68
Basic Growth 2.15
Ethically Minded 2.79
Cash 0.09

Financial year to date (30 April 2022)

Growth option 1.36% (FYTD)

 

  Shares Only High Growth Growth Balanced Conservative Defensive Basic Growth Ethically Minded Cash
FYTD -0.45% 1.34% 1.36% 0.53% -0.34% -1.68% 2.15% 2.79% 0.09%
April 2022 -2.64% -1.62% -0.94% -0.80% -0.76% -0.88% -1.53% -0.77% 0.01%
March 2022 1.53% 1.46% 1.03% 0.41% 0.04% -0.43% 1.92% 1.94% 0.01%
February 2022 1.01% 0.71% 0.46% 0.07% -0.16% -0.34% 0.94% -0.07% 0.02%
January 2022 -5.66% -4.45% -2.91% -2.02% -1.45% -0.98% -4.22% -4.39% 0.02%
December 2021 2.36% 2.13% 1.46% 1.12% 0.82% 0.36% 1.89% 1.97% 0.01%
November 2021 -0.35% -0.10% -0.09% 0.12% 0.21% 0.29% 0.60% 0.75% 0.01%
October 2021 0.72% 1.00% 0.60% 0.43% 0.16% -0.16% 1.17% 1.74% 0.00%
September 2021 -1.70% -1.28% -0.86% -0.73% -0.44% -0.41% -1.67% -2.13% 0.00%
August 2021 3.30% 2.61% 1.86% 1.24% 0.69% 0.36% 1.71% 1.95% 0.00%
July 2021 1.31% 1.08% 0.84% 0.75% 0.57% 0.50% 1.50% 1.99% 0.00%
Prior financial year returns
2020-2021 26.51% 21.73% 15.62% 11.72% 7.27% 3.65% 18.99% 19.24% 0.11%

Historical annual returns

Retirement Income Stream

Financial Year to Date (FYTD) Performance

Shares Only -0.73
High Growth 1.38
Growth 1.45
Balanced 0.53
Conservative -0.43
Defensive -1.92
Basic Growth 2.47
Ethically Minded 3.04
Cash 0.08

Financial year to date (30 April 2022)

Growth option 1.45% (FYTD)

 

  Shares Only High Growth Growth Balanced Conservative Defensive Basic Growth Ethically Minded Cash
FYTD -0.73% 1.38% 1.45% 0.53% -0.43% -1.92% 2.47% 3.04% 0.08%
April 2022 -2.76% -1.69% -0.99% -0.87% -0.84% -0.96% -1.61% -0.92% 0.02%
March 2022 1.74% 1.67% 1.18% 0.46% 0.04% -0.50% 2.19% 2.21% 0.01%
February 2022 0.89% 0.67% 0.44% 0.03% -0.21% -0.37% 1.08% -0.01% 0.02%
January 2022 -6.63% -5.21% -3.41% -2.37% -1.70% -1.17% -4.93% -5.15% 0.01%
December 2021 2.69% 2.43% 1.67% 1.28% 0.94% 0.42% 2.17% 2.25% 0.01%
November 2021 -0.40% -0.12% -0.10% 0.14% 0.24% 0.34% 0.69% 0.86% 0.02%
October 2021 0.82% 1.14% 0.67% 0.48% 0.18% -0.19% 1.33% 1.99% 0.00%
September 2021 -1.94% -1.47% -0.99% -0.84% -0.51% -0.47% -1.91% -2.43% 0.00%
August 2021 3.78% 2.99% 2.13% 1.42% 0.79% 0.41% 1.95% 2.23% 0.00%
July 2021 1.50% 1.23% 0.97% 0.86% 0.66% 0.57% 1.72% 2.27% 0.00%
Prior financial year returns
2020-2021 30.57% 25.04% 17.96% 13.53% 8.42% 4.35% 21.52% 22.48% 0.13%

Historical annual returns

Beneficiary Account

Financial Year to Date (FYTD) Performance

Shares Only -0.45
High Growth 1.34
Growth 1.36
Balanced 0.53
Conservative -0.34
Defensive -1.68
Basic Growth 2.15
Ethically Minded 2.79
Cash 0.09

Financial year to date (30 April 2022)

Growth option 1.36% (FYTD)

 

  Shares Only High Growth Growth Balanced Conservative Defensive Basic Growth Ethically Minded Cash
FYTD -0.45% 1.34% 1.36% 0.53% -0.34% -1.68% 2.15% 2.79% 0.09%
April 2022 -2.64% -1.62% -0.94% -0.80% -0.76% -0.88% -1.53% -0.77% 0.01%
March 2022 1.53% 1.46% 1.03% 0.41% 0.04% -0.43% 1.92% 1.94% 0.01%
February 2022 1.01% 0.71% 0.46% 0.07% -0.16% -0.34% 0.94% -0.07% 0.02%
January 2022 -5.66% -4.45% -2.91% -2.02% -1.45% -0.98% -4.22% -4.39% 0.02%
December 2021 2.36% 2.13% 1.46% 1.12% 0.82% 0.36% 1.89% 1.97% 0.01%
November 2021 -0.35% -0.10% -0.09% 0.12% 0.21% 0.29% 0.60% 0.75% 0.01%
October 2021 0.72% 1.00% 0.60% 0.43% 0.16% -0.16% 1.17% 1.74% 0.00%
September 2021 -1.70% -1.28% -0.86% -0.73% -0.44% -0.41% -1.67% -2.13% 0.00%
August 2021 3.30% 2.61% 1.86% 1.24% 0.69% 0.36% 1.71% 1.95% 0.00%
July 2021 1.31% 1.08% 0.84% 0.75% 0.57% 0.50% 1.50% 1.99% 0.00%
Prior financial year returns
2020-2021 26.51% 21.73% 15.62% 11.72% 7.27% 3.65% 18.99% 19.24% 0.11%

Historical annual returns

 

Important Information

This investment commentary does not constitute advice. All investment figures quoted relate to before-tax performance of the relevant industry benchmark. Investment returns cannot be guaranteed as investment markets can be volatile. As a consequence, returns can be positive or negative. Past investment performance is not a reliable indicator of future performance. Benefits in ESSSuper's Accumulation Plan, Income Streams and Beneficiary Account products are not guaranteed or underwritten by the Victorian Government or ESSSuper, and ESSSuper does not come under the jurisdiction of the Australian Financial Complaints Authority (AFCA).

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The information on this page is of a general nature only. Any examples included within this document are for illustration purposes only. They are not intended to be recommendations or preferred courses of action. It should not be considered as a substitute for reading the relevant ESSSuper Product Disclosure Statement (PDS) that contains detailed information about ESSSuper products, services and features. Before making a decision about an ESSSuper product, you should consider the appropriateness of the product to your personal objectives, financial situation and needs. It may also be beneficial to seek professional advice from a licensed financial planner or adviser. An ESSSuper PDS is available at esssuper.com.au/pds or by calling 1300 650 161.