NESS Super Quarterly Investment Update – 30 June 2026
Strong Investment Returns Deliver a Positive Year for Members
At a Glance
Global share markets rebounded strongly during the quarter.
✅ The NESS MySuper Accumulation option returned 6.04% for the quarter and 9.53% over the past 12 months.
✅ International shares, property and infrastructure investments were the biggest contributors to performance.
✅ Inflation continues to ease, although interest rates remain high.
✅ Global events may cause short-term market ups and downs, but NESS remains focused on delivering strong long-term retirement outcomes for members.
What happened this quarter
Global share markets delivered strong gains over the June quarter, recovering from the ups and downs experienced earlier in the year. Investor confidence improved during April and May as tensions in the Middle East eased. By June, an agreement between the United States and Iran helped reduce concerns about global oil supplies, leading to lower energy prices.
Technology companies continued to perform strongly, particularly those benefiting from growing investment in artificial intelligence (AI). This helped drive share market returns in the United States and parts of Asia.
In Australia, the Reserve Bank increased interest rates in May to help bring inflation under control before leaving rates unchanged in June as price pressures began to ease.
How NESS performed
The MySuper Accumulation option returned 1.33% in June, taking the quarterly return to 6.04% and the 12‑month return to 9.53%. Strong performance from international shares, property and infrastructure investments were the main contributors to returns over the past year.
Other investment options also delivered solid results during the quarter:
High Growth: +7.28%
Stable: +3.27%
While markets can move up and down in the short term, NESS’s diversified investment approach continues to support members’ long-term retirement savings.
My Super investment option Performance as at 30 June 2026
| Investment Option Name | 3 Month (%) | FYTD (%) | 1 Year (%pa) | 3 Year (%pa) | 5 Year (%pa) | 7 Year (%pa) | 10 Year (%pa) |
| NESS My Super | 6.04 | 9.53 | 9.53 | 9.51 | 6.73 | 7.26 | 7.64 |
All NESS Super (accumulation / transition to retirement) options recorded positive outcomes for the financial year to date.
Accumulation Choice investment option Performance as at 30 June 2026
| Investment Option Name | 3 Month (%) | FYTD (%) | 1 Year (%pa) | 3 Year (%pa) | 5 Year (%pa) | 7 Year (%pa) | 10 Year (%pa) |
| High Growth | 7.28 | 11.74 | 11.74 | 11.61 | 8.23 | 9.06 | 9.56 |
| Stable | 3.27 | 6.00 | 6.00 | 6.52 | 3.99 | 4.41 | 4.75 |
| Australian Shares | 4.02 | 6.02 | 6.02 | 9.89 | 7.63 | 8.05 | 9.01 |
| Overseas Shares | 12.85 | 18.29 | 18.29 | 16.46 | 10.82 | 11.89 | 11.82 |
| Property | 10.49 | -1.03 | -1.03 | 9.10 | 3.86 | 3.79 | 5.77 |
| Cash | 0.94 | 3.31 | 3.31 | 3.55 | 2.55 | 1.97 | 1.97 |
Pension investment option performance as at 30 June 2026
| Investment Option Name | 3 Month (%) | FYTD (%) | 1 Year (%pa) | 3 Year (%pa) | 5 Year (%pa) | 7 Year (%pa) | 10 Year (%pa) |
| NESS MyPension Balanced | 6.57 | 10.59 | 10.59 | 10.81 | 7.58 | 7.95 | 7.94 |
| High Growth Pension | 7.84 | 12.93 | 12.93 | 13.03 | 9.16 | 9.87 | 10.11 |
| Stable Pension | 3.68 | 6.85 | 6.85 | 7.46 | 4.13 | 4.81 | 4.90 |
| Australian Shares Pension | 4.22 | 5.36 | 5.36 | 10.06 | 7.81 | – | – |
| Overseas Shares Pension | 14.26 | 20.62 | 20.62 | 18.66 | 12.88 | – | – |
| Property Pension | 11.99 | -2.12 | -2.12 | 11.69 | 3.81 | – | – |
| Cash Pension | 1.10 | 3.88 | 3.88 | 4.07 | 2.92 | 2.26 | 2.27 |
| My Income Pension | 2.56 | 4.33 | 4.33 | – | – | – | – |
Looking ahead
Investment markets are expected to remain influenced by inflation, interest rates and global events. Although conditions improved during June, tensions in the Middle East increased again in early July. Events like these can cause short-term market volatility. This is why NESS includes a mix of growth and defensive assets across its investment options to help manage risk during uncertain periods.
Technology and AI-related investments continue to offer attractive long-term opportunities, although periods of strong growth may be followed by shorter-term market pullbacks.
In Australia, higher interest rates are still placing pressure on household budgets and spending. However, if inflation continues to ease, there may be scope for interest rates to fall in the future.
Despite ongoing uncertainty, the NESS portfolio remains well diversified and positioned to support members’ long-term retirement outcomes.
As always, if you’re unsure or want to understand how your super is invested, it’s a good idea to speak with us before making any changes.
Need help?
If you have any questions or require further assistance, please contact our Member Services Team, on 1800 022 067, Monday to Friday between 8.30am and 6.00pm (AEST) or email contact@nesssuper.com.au.