Pension Performance FYTD

When comparing investment results, it’s a good idea to consider returns over the long-term, as markets can fluctuate in the short-term.

You can compare results for all of our investment options over one, three, five and ten years, and see how our options have performed against industry averages (benchmarks).

Pension investment performance:

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Benchmarks

  • High Growth: SuperRatings SR50 Median Growth
  • Balanced: SuperRatings SR50 Median Balanced
  • Sustainable Balanced: SuperRatings SR50 Median Balanced
  • Conservative Balanced: SuperRatings SR25 Median Conservative Balanced
  • Stable: SuperRatings SR25 Median Capital Stable
  • Capital Guaranteed: UBSA Bank Bill Index adjusted for fees and tax
  • Australian Shares: S&P/ASX300 Accumulation Index adjusted for fees and tax
  • International Shares MSCI AC World ex Australia (in $A) Index adjusted for fees and tax
  • Australian Sustainable Shares: S&P/ASX300 Accumulation Index adjusted for fees and tax
  • International Sustainable Shares: MSCI World Net Dividend Reinvested Unhedged Index adjusted for fees and tax
  • Property: the Mercer/IPD Australian Pooled Property Fund Index adjusted for fees and tax
  • Australian Fixed Interest: UBSA Composite All Maturities Bond Index adjusted for fees and tax
  • Diversified Fixed Interest: (50% UBSA Composite All Maturities Bond Index + 50% Barclays Capital Global Aggregate Bond Hedged Index) adjusted for fees and tax
  • International Fixed Interest: Citigroup WGB Hedged Index adjusted for fees and tax
  • Cash: UBSA Bank Bill Index adjusted for fees and tax

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 30June 2011. These historical returns are the combined return information from previous ARF and STA investment options.

Please note that as the AustralianSuper Pension commenced on 1 January 2008, the historical return information provided prior to this date is an estimate only of the rates that would have applied if the AustralianSuper Pension had been available. These returns have been provided for information purposes only.

Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the combined returns (asset weighted where possible) have been used. 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.

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