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Investments | | 2 min read
A year of great returns for Equip Super members
By staying focused on long-term outcomes and not reacting to short-term market noise, we’ve been able to achieve another positive year of performance.
Our Growth Plus option delivered 12.36% and our MySuper option returned 10.21% for the year ending 30 June 2025. These double-digit returns reflect the strength of our well-balanced portfolio, which has been central to delivering steady, positive returns for our members over the past three years – highlighted by our MySuper option returning 9.76% per annum over this period and our Growth Plus Option delivering a return of 12.83% per annum.
Retirement members also benefited from this robust performance, with the Retirement Income Growth Plus option returning 13.77% and the Balanced Growth option achieving 11.53% for the year ending 30 June 2025. This consistency across both accumulation and pension phases underscores our commitment to delivering strong outcomes for all members.
But these results haven’t come from taking unnecessary risks. We’ve remained disciplined in our investment approach, positioning the portfolio to manage uncertainty, rather than prioritising short-term gains.
Staying the course in a changing investment landscape
The past year has seen heightened volatility in markets as a result of increasing worldwide political and social uncertainty, and ongoing cost of living concerns.
While global economic and geopolitical uncertainty remains elevated, we believe it’s more important than ever to avoid complacency. A well-diversified portfolio, with measured exposure beyond equities remains key to supporting our members with dependable returns over time.
Our long-term, active investment approach is designed to handle the ups and downs – delivering strong returns for you. Our focus remains on protecting your savings when markets dip and making the most of opportunities when they rise. So even when markets are unpredictable, we stay focused on delivering steady, long-term results for all our members.
Partnering with you for a future you’ll love
Of course, great performance is just part of the picture. We’re here with support and advice to ensure you’re equipped for retirement. It's important to ensure your investment choices align with your personal circumstances and financial goals.
If you're uncertain, our advice team is here to help. Reach out for a discussion about your current options and discover what might be most appropriate for you^.
^Limited super advice generally covers simple queries related to your Equip Super account or investments and is typically provided at no extra cost. In some cases, a fee may apply; however, you’ll be informed beforehand and under no obligation to proceed.
Issued by Togethr Trustees Pty Ltd ABN 64 006 964 049, AFSL 246383 ("Togethr"), the Trustee of Equipsuper ABN 33 813 823 017 ("Equip Super"). The information contained is general advice and information only and does not take into account your personal financial situation or needs. You should consider whether this information is appropriate to your personal circumstances before acting on it and, if necessary, you should seek professional financial advice. Where tax information is included, you should consider obtaining taxation advice. Before making a decision to invest in Equip Super, you should read the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the product which are available at equipsuper.com.au. Financial advice may be provided to members by Togethr Financial Planning Pty Ltd (ABN 84 124 491 078 AFSL 455010) – a related entity of Togethr. Past performance is not a reliable indicator of future performance.
