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| Annualised Returns (% p.a.) | |||||
|---|---|---|---|---|---|
| 1 year | 3 years | 5 years | 7 years | 10 years | |
| IOOF Balanced Investor Trust | 11.72 | 5.63 | 6.60 | 6.93 | 7.05 |
IOOF’s Balanced Growth investment option – our default MySuper investment option – delivered a double-digit 11.72% return for the 12-months to 31 December 2024. This places the option in the top quartile of MySuper investment options over this period.1
Global listed shares were the largest contributor to the option's performance during this 12-month period, particularly the option’s exposure to US technology stocks. US shares made strong gains over 2024 and this continued into the last quarter of the calendar year, supported by Donald Trump’s victory in the presidential election.
The 3 and 5-year returns for IOOF’s Balanced Growth investment option also remain robust, delivering 5.63% and 6.60% per annum to 31 December 2024, respectively. The option also placed in the top quartile of funds over the 3-year period, as reported by SuperRatings.
The option’s ongoing exposure to alternative private debt strategies—loans made by investors to commercial borrowers— continue to contribute to this healthy longer-term performance. These alternative assets provide different return patterns compared to shares, offering valuable diversification and contributing to overall returns in the option.
Stanley Yeo, Head of Strategy and Equities noted, “The double-digit return for the 12-months to 31 December 2024 is a great result for members. As market conditions evolve, the option is designed to take advantage of growth opportunities while helping to protect against volatility.
As always, we encourage members to stay focused on the long-term journey of super. By creating portfolios with a wide range of investment strategies, we aim to provide our members with the best prospects for achieving robust, long-term growth.”