Pension Performance Annual

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).

From July 2008, daily crediting rates are available, giving you a more detailed view of past performance.

Investment performance as at
30 June 2012		 Inception Date Since Inception % pa 10 Years % pa 5 Years % pa 3 Years % pa 1 Year
AusSuper B'mark AusSuper B'mark AusSuper B'mark AusSuper B'mark AusSuper B'mark
PreMixed Options
High Growth 01/01/2008 -1.69% n/a n/a n/a n/a n/a 7.57% 7.12% -0.91% -1.21%
Balanced 01/01/2008 0.17% n/a n/a n/a n/a n/a 8.03% 7.54% 1.49% 1.18%
Sustainable Balanced 01/01/2008 0.31% n/a n/a n/a n/a n/a 8.89% 7.54% 2.02% 1.18%
Indexed Diversified n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a
Conservative Balanced 01/01/2008 2.65% n/a n/a n/a n/a n/a 8.43% 7.60% 3.27% 3.18%
Stable 01/01/2008 4.68% n/a n/a n/a n/a n/a 8.53% 7.50% 5.91% 4.79%
Capital Guaranteed 01/01/2008 4.81% n/a n/a n/a n/a n/a 4.95% 4.03% 5.77% 4.22%
DIYMix Options
Australian Shares 01/01/2008 -2.39% n/a n/a n/a n/a n/a 7.52% 5.35% -5.22% -7.22%
International Shares 01/01/2008 -6.24% n/a n/a n/a n/a n/a 3.60% 1.72% -3.07% -2.71%
International Shares - Hedged n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a
Australian Sustainable Shares 01/01/2008 -0.24% n/a n/a n/a n/a n/a 11.97% 5.00% -4.64% -7.57%
International Sustainable Shares 01/01/2008 -6.93% n/a n/a n/a n/a n/a 1.66% 1.97% -1.00% -1.32%
Property 01/01/2008 0.41% n/a n/a n/a n/a n/a 6.98% 7.33% 7.97% 8.83%
Australian Fixed Interest 01/01/2008 7.90% n/a n/a n/a n/a n/a 8.68% 8.40% 12.46% 12.28%
International Fixed Interest 01/01/2008 4.45% n/a n/a n/a n/a n/a 7.70% 8.59% 10.05% 11.63%
Diversified Fixed Interest 01/01/2008 9.03% n/a n/a n/a n/a n/a 11.56% 8.77% 14.24% 11.52%
Cash 01/01/2008 5.31% n/a n/a n/a n/a n/a 4.89% 4.42% 5.06% 4.61%

Past options performance:

Show none

Westscheme

Westscheme Pension past performance 2010/11 pa 2009/10 pa 2008/09 pa 2007/08 pa 2006/07 pa 5yr rolling average 7yr rolling average 10yr rolling average(1)
Trustee's Selection 8.11% 8.04% -21.32% -8.09% 21.25% 0.48% 4.83% 4.90%
Screened Investment 6.55% 9.10% -19.18% -8.29% 20.08% 0.68% 4.86% 5.66%
Cash 4.48% 3.80% 4.89% 4.57% 6.20% 4.79% 4.96% 4.62%
Australian Shares 14.10% 13.13% -21.28% -11.65% 31.54% 3.38% 9.52% 8.40%
Overseas Shares 9.78% 4.15% -29.32% -19.64% 7.56% -6.92% -2.28% -2.98%
Bonds 4.29% 7.82% 10.23% 4.06% 3.84% 6.02% 5.97% 5.50%
Target Return 6.14% 6.00% -20.14% -0.74% 25.26% 2.24% 5.72% 6.94%
Retirement Selection(2) 5.68% 6.24% -11.07% -0.39% 14.72% 2.67% 4.07% 4.07%

  1. This is the ten year rolling average where the investment option has been in existence for ten years but otherwise is the rolling average since the options inception.

  2. Commenced 1 July 2005.

Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.

AGEST

AGEST Pension past performance Unit price
31/12/2012 		 2012 pa 2011 pa 2010 pa 2009 pa 2008 pa
Growth 1.0494
 -2.1% 11.3% 10.9% -21.6% -8.6%
Balanced 1.1279 0.5% 10.2% 9.3% -17.9% -3.4%
Moderate 1.1868 2.2% 9.5% 10.2% -13.6% -2.2%
Stable 1.2825 4.7% 8.3% 9.6% -7.9% 1.6%
Conservative 1.3329 6.1% 7.0% 8.8% -3.1% 4.1%
MultiStrategy 1.3840 7.1% 8.4% 10.7% -9.0% 7.1%
Australian Shares 1.1494 -5.8% 12.4% 14.9% -18.3% -11.0%
International Shares (Hedged) 0.9943 -3.3% 27.0% 14.6% -32.9% -13.4%
International Shares (Unhedged) 0.7051 -3.2% 2.0% 4.8% -20.1% -21.4%
Listed Property 0.8260 7.9% 35.0% 40.5% -42.8% -36.7%
Fixed Interest 1.5642 11.2% 6.6% 14.0% 5.3% 6.0%
Cash 1.3508 4.8% 5.1% 3.9% 5.5% 7.0%

Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.

Daily crediting rates from July 2008 onwards are available in the "Daily" section, giving you a more detailed view of performance

View Benchmark & Disclaimer Information

Benchmarks

  • High Growth: SuperRatings SR50 Median Growth
  • Balanced: SuperRatings SR50 Median Balanced
  • Sustainable Balanced: SuperRatings SR50 Median Balanced
  • Indexed Diversified: SR50 Median Balanced Option
  • 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
  • International Shares – Hedged: MSCI AC World ex Australia Hedged Index
  • 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 30 June 2012. 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.

The Balanced option is the default option for AustralianSuper superannuation members. For AustralianSuper Pension members, the default option is the Balanced option until age 75, when the default becomes the Conservative Balanced option.

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Read the Investment Switching and ASX 200 acknowledgements and conditions.