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 Option 01 Jul 2009 - 30 Jun 2010
AustralianSuper Benchmark
Premixed Options
High Growth 9.74% 10.12%
Balanced (default) 10.06% 9.79%
Sustainable Balanced 11.67% 9.79%
Conservative Balanced 9.71% 9.49%
Stable 8.63% 8.50%
Capital Guaranteed 3.11% 2.83%
DIYMix Options
Australian Shares 13.34% 12.23%
International Shares 7.50% 4.85%
Australian Sustainable Shares 27.10% 11.65%
International Sustainable Shares -1.95% 4.06%
Property 1.85% 2.75%
Australian Fixed Interest 6.55% 6.48%
International Fixed Interest 6.28% 7.60%
Diversified Fixed Interest 9.83% 7.89%
Cash 4.22% 3.49%

Past options performance:

 
ARF past performance 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% 

* Introduced 1 October 2001, therefore these figures represent earnings from 1 October 2001 to 30 June 2002.

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%  

* The Single Company Plan return is achieved by dividing the change in the Coles Myer share price in the given period by the share price at the commencement of the period to calculate the rate of return. From this rate of return, dividends credited per unit (including franking credits) are added and brokerage costs on trading the shares are subtracted to give an accurate rate of return.

The returns calculated in previous years did not fully account for dividends and the associated franking credits. The more accurate method currently being used has been applied to the returns of the Single Company Plan back to inception.

Past performance is not an indication of future returns.

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 Employees Superannuation Plan (Steel Plan) 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.

 

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
  • Conservative Balanced SR25 (41-59) 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 31 December 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.

 

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