Australian Retirement Trust Marks Decade of Double-Digit Returns
Synopsis
The $370 billion super fund reported annualised returns of 10% over 10 years, supported by growing allocations to private markets and property investments.
Key Highlights
- Australian Retirement Trust's 10-year return averaged 10% per annum over the decade to 30 June
- The return from the ART High Growth option was 9.21%.
- The fund has grown to manage over $370 billion in retirement savings.
- Over the past year, ART has also put into private markets $12bn of additional funding.
- Over 10 years to 31 May, the fund’s High Growth option performed strongly relative to peers in the SuperRatings SR Index.
The Australian Retirement Trust 10-year return averaged 10% annually, over the 10 years to 30 June, while the fund’s ART High Growth option return achieved a total of 9.21% during FY26.
The fund said that its default investment option, the High Growth accumulation option for members younger than 50, outperformed the industry median over three, five, seven and 10 years. The long-term results of ART come amid strong data for AustralianSuper FY26 returns, with both funds noting the importance of staying in the market through the difficult times.
Australian Retirement Trust FY26 Performance Driven by Private Markets
Australian Retirement Trust, the biggest super fund in Australia, now manages retirement savings of over A$370 billion (US$239 billion). The fund claimed its High Growth option was the top performer over 10 years in the SuperRatings SR Index as at 31 May.
The fund also invested a further $12 billion in private markets, including $3 billion of Australian real estate, during the past 12 months, said Chief Investment Officer Ian Patrick. ART has also raised an additional $12B of capital commitment for making investments in the future.
Long-Term Strategy Supports Returns
The fund stated unlisted assets had been instrumental in generating steadier returns together with being a valuable diversifier of total portfolio risk, helping the manager maintain its outperformance over the long run.
Amongst these new opportunities, and continuing to position the fund’s portfolio for future growth, Patrick said improving valuations in private markets. The results come as Australia’s biggest super funds reveal FY26 outcomes, adding to industry focus on super fund 10-year annualised return and SuperRatings Chant West super performance and MySuper 10-year return 2026.
Source: Capital Brief
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