Super Performance By Year

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).

Super investment performance

Investment Option 01 Jul 2010 - 30 Jun 2011
AusSuper Benchmark
PreMixed Options
Balanced 10.27% 8.71%
Capital Guaranteed 4.76% 3.80%
High Growth 11.28% 9.40%
Stable 8.66% 6.70%
Conservative Balanced 10.57% 7.70%
Sustainable Balanced 9.35% 8.71%
Indexed Diversified n/a n/a
DIYMix Options
Australian Fixed Interest 5.07% 4.58%
Australian Shares 11.73% 11.10%
Australian Sustainable Shares 9.84% 10.57%
Cash 4.39% 4.16%
Diversified Fixed Interest 7.94% 5.01%
International Fixed Interest 5.62% 4.41%
International Shares 4.49% 1.12%
International Sustainable Shares 3.50% 1.93%
Property 9.14% 8.43%

Past options performance:

Show none

ARF

Investment Option 2005/06 pa 2004/05 pa 2003/04 pa 2002/03 pa  2001/02 pa
Balanced 17.0% 14.8% 13.2% 3.8%  -0.9%
Active 18.84% 15.5% 15.5% 1.6%  -3.3%
Sustainable 13.71% 12.0% 8.1% 1.9%  1.3%*
Stable 8.49% 10.7% 7.5% 5.8%  4.1%*
Capital Guaranteed 4.91% 4.4% 4.2% 4.5%  4.4%
Australian Shares 22.64% 25.4% 21.0% 1.2%  -1.3%
International Shares 21.56% 4.4% 17.8% -8.7%  -16.9%
Property 14.80% 10.3% 9.5% 8.6%  8.7%
Diversified Fixed Interest 3.33% 8.6% 4.0% 9.7%  6.3%
Cash 5.51% 4.1% 3.8% 3.5%  3.5%

STA

STA past performance 2005/06 pa 2004/05 pa 2003/04 pa 2002/03 pa 2001/02 pa 
Balanced 18.10% 13.75% 14.75% 1.87%  -2.37%
Shares Plus 21.22% 12.97% 17.00% -1.82%  -6.86%
Low Risk 9.53% 8.39% 7.39%  
Capital Guaranteed 5.12% 4.27% 4.35% 4.69%  4.33%
Single Company Plan 27.75% 17.59% 27.22% 14.02%  9.40%
Australian Shares 24.36% 25.46% 20.61% -1.72%  
International Shares 19.31% 0.49% 17.11% -8.33%  
Listed Property 14.79% 18.08% 15.02% 10.68%  
Australian Fixed Interest 3.48% 7.55% 2.26% 7.81%  
International Fixed Interest 3.88% 10.96% 5.72% 13.19%  
Cash 5.18% 5.03% 4.85% 4.38%  
Australian Sustainable Shares 18.13% 22.89% 15.82% -6.16%  
International Sustainable Shares 16.05% -0.16% 12.51% -20.17%  

Finsuper

Finsuper past performance 2005/06 pa 2004/05 pa 2003/04 pa 2002/03 pa 2001/02 pa 
High Growth 20.30% 13.40% 14.80% 0.10%  -4.81%
Moderate Growth 16.70% 13.0% 12.31% 2.00%  -1.94%
Stable Growth 11.20% 10.10% 7.26% 4.30%  1.90%
Cash Plus 5.90% 4.90% 4.16% 4.35%  3.90%

Steel Plan

Steel Division past performance 2009/08 pa* 2008/07 pa 2007/06 pa 2006/05 pa  2005/04 pa
Steel Division High Growth -16.86% -8.15% 20.01% 20.81% 13.86%
Steel Division Balanced -13.32% -5.48% 17.93% 17.62% 14.16%

 

* The rate for the 2008/09 financial year is from 1 July 2008 to 25 June 2009, when the Steel options were terminated.

Westscheme

Investment option      2010/11 pa 2009/10 pa 2008/09 pa  2007/08 pa 2006/07 pa 2005/06 pa 2004/05 pa 2003/04 pa
Trustee's Selection 7.88% 7.60% -20.74% -7.42% 19.00% 18.76% 13.67% 13.26%
Screened Investment 5.70% 8.44% -18.74% -7.59%  17.4% 17.91% 12.88% 12.98%
Target Return 4.57% 4.87% -19.65% -0.89% 22.62% 12.33% 14.23% 14.03%
Cash 3.44% 3.22% 4.16% 3.88% 5.27% 4.68%  4.47% 4.09%
Australian Shares 13.13% 12.19% -20.86% -10.64% 28.14% 24.97% 26.55%  19.51%
Overseas Shares 12.42% 3.60% -28.15% -17.64% 6.73% 18.40% 0.65% 16.94%
Bonds 3.45% 6.81% 8.69% 3.45% 3.24% 2.95% 7.00% 1.94%

 

 

View Benchmark & Disclaimer Information

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

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.

Read about our Crediting Policy

Read the Investment Switching and ASX 200 acknowledgements and conditions.