Despite the current short-term volatility, returns for AustralianSuper’s Balanced Investment Option remain strong over the medium to long-term period.
The AustralianSuper Balanced Investment Option is the default investment option and around 90% of our members super is invested in this plan. The table below shows the AustralianSuper Balanced Investment Option performance against the SuperRatings median#.
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Results to 31 December 2007*
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1Yr
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3Yr
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5Yr
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10Yr
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Since Inception (1985)
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AustralianSuper Balanced Investment Option
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12.26%
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14.51%
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13.93%
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10.10%
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11.4%
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Benchmark: SuperRatings Median Balanced Option
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7.75%
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11.67%
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11.90%
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9.01%
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n/a
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Ranking: SuperRatings Median Balanced Option
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6 (of 77)
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4 (of 71)
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5 (of 61)
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3 (of 14)
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n/a
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# SuperRatings is an independent research organisation that aims to provide ratings of super funds to help members compare the overall value for money of funds. SuperRatings rate Australia's major multi-employer superannuation funds, including retail master trusts, industry funds, public sector and corporate funds. Benchmark used: SuperRatings Fund Crediting Rate Survey - Balanced (60-76) December 2007.
The Balanced Investment Option was created on 1 July 1985 and is designed for members who want a level of return over the medium term that is competitive with other balanced funds, and who accept that there will be some fluctuation of returns from year to year.
AustralianSuper offers a range of 16 investment options, each differing in their risk and potential return, click here to find out more about the investment options.
* Please note that the returns quoted are net of fees and tax. The 1 year, 3 year, 5 year, 10 year and since inception figures, where they appear, are rolling returns as at 31 December 2007. AustralianSuper Balanced Investment Option historical returns are the combined return information from previous ARF and STA investment options.
The returns have been asset weighted across both options on a monthly basis, as per industry best practice, up until 1 July 2006 when ARF and STA merged to become AustralianSuper. The same process has been used for calculating historical investment fees. Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.