Performance

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).

How your super has performed

 
Investment performance as at 30 Jun 2010 10 Years % pa 5 Years % pa 3 Year % pa 1 Year %
AusSuper B'mark AusSuper B'mark AusSuper B'mark AusSuper B'mark
Premixed Options
High Growth 4.61% 4.02% 3.49% 2.82% -5.98% -5.81% 9.74% 10.12%
Balanced (default) 5.74% 4.51% 4.47% 3.45% -3.48% -3.52% 10.06% 9.79%
Sustainable Balanced n/a n/a 4.02% 3.45% -2.66% -3.52% 11.67% 9.79%
Conservative Balanced n/a n/a n/a n/a n/a n/a 9.71% 9.49%
Stable n/a n/a 5.10% 4.10% 2.54% 1.48% 8.63% 8.50%
Capital Guaranteed 4.56% 4.28% 4.53% 4.46% 4.12% 4.27% 3.11% 2.83%
DIYMix Options
Australian Shares 8.01% 6.26% 5.17% 3.85% -6.38% -8.44% 13.34% 12.23%
International Shares -2.44% -4.15% 0.13% -1.82% -9.16% -9.84% 7.50% 4.85%
Australian Sustainable Shares n/a n/a 6.12% 3.62% -2.48% -8.17% 27.10% 11.65%
International Sustainable Shares n/a n/a -4.13% -2.27% -12.33% -10.23% -1.95% 4.06%
Property 6.72% 7.50% 4.31% 6.03% -2.55% 0.62% 1.85% 2.75%
Australian Fixed Interest n/a n/a 4.47% 4.98% 5.33% 6.33% 6.55% 6.48%
International Fixed Interest n/a n/a 2.89% 5.86% 2.57% 8.13% 6.28% 7.60%
Diversified Fixed Interest 6.00% 5.82% 5.05% 5.28% 6.07% 7.08% 9.83% 7.89%
Cash 4.78% 5.07% 5.26% 5.27% 5.11% 5.06% 4.22% 3.49%

Download this data as a PDF:

 
 

View Benchmark & Disclaimer Information

 

Benchmarks

  • High Growth SR50 Growth (77-90) Index
  • Balanced SR50 Balanced (60-76) Index
  • Sustainable Balanced SR50 Balanced (60-76) Index
  • Stable SR50 Capital Stable (20-40) Index
  • Capital Guaranteed [70% UBSA Composite All Maturities Bond Index + 30% 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 AC World ex Australia (in $A) Index adjusted for fees and tax
  • Property Mercer Unlisted Property 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% Citigroup WGB 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
  • Steel Growth SR50 Growth (77-90) Index
  • Steel Balanced SR50 Balanced (60-76) Index

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 2010. 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 returns have been asset weighted across both options on a monthly basis, as per industry best practice. Where data isn’t available for one or both of the equivalent options, the monthly returns have been averaged. 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.