- Superannuation
- Retirement income
Investment performance for superannuation accounts as at 30/06/17**
Take a look at our performance tables below, or head over to our graph for a more visual breakdown, where you’ll find daily rates and financial year to date figures.
| Inception Date |
Since Inception % pa* |
10 Years % pa |
5 Years % pa |
3 Years % pa |
1 Year | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| PREMIXED OPTIONS |
|||||||||||
| High Growth | 01/07/1996 | 8.19% | 5.22% | 12.62% | 9.95% | 13.76% | |||||
| Balanced | 01/08/1985 |
9.64% | 5.56% | 11.41% | 9.23% | 12.44% | |||||
| Socially Aware | 01/10/2001 |
7.04% | 5.86% | 11.45% | 8.53% | 13.10% | |||||
| Indexed Diversified | 01/07/2011 |
7.00% | n/a | 8.73% | 6.43% | 8.69% | |||||
| Conservative Balanced | 01/09/2007 | 5.67% | n/a | 9.46% | 7.65% | 9.26% | |||||
| Stable | 01/10/2001 | 6.52% | 5.78% | 7.39% | 6.46% | 7.20% | |||||
| DIY MIX OPTIONS |
|||||||||||
| Australian Shares | 01/10/1999 | 9.23% | 4.54% | 12.25% | 7.65% | 13.57% | |||||
| International Shares | 01/10/1999 | 4.72% | 4.69% | 15.60% | 12.43% | 13.60% | |||||
| Property | 01/07/1999 | 7.50% | 5.02% | 8.56% | 9.86% | 11.01% | |||||
| Diversified Fixed Interest | 01/07/1999 | 6.24% | 6.47% | 5.33% | 4.82% | 2.43% | |||||
| Cash | 01/10/1999 | 4.06% | 3.63% | 2.47% | 2.19% | 1.54% | |||||
Returns from equivalent investment options of ARF and STA are used in calculating returns for periods that begin before 1 July 2006.
* Balanced option returns as at 31 May 2017 since inception in August 1985. Returns from equivalent investment options of ARF and STA are used in calculating returns for periods that begin before 1 July 2006.
** The return quoted is our performance against industry and market benchmarks, and is net of fees and tax. Investment returns aren’t guaranteed. Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns.
Things to keep in mind
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The big (and long term) picture
When comparing results, it’s a good idea to consider returns over the long-term. There will always be short-term ups and downs in the market, but they’re not a reliable indicator of an option’s overall performance.
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Our benchmarks
We compare our returns against industry and market performance benchmarks. Our PreMixed options are measured against other super funds in the SuperRatings Fund Crediting Rate Survey, as well as the consumer price index (CPI). Our DIY Mix options are measured against either the relevant asset class market index or the CPI.
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Benchmarks for each option
- High Growth – SR50 Growth (77-90) Index
- Balanced – SR50 Balanced (60-70) Index
- Socially Aware – SR50 Balanced (60-70) Index
- Indexed Diversified – SR50 Balanced (60-70) Index
- Conservative Balanced – SR25
- Conservative Balanced (41-59) Index
- Stable – SR50 Capital Stable (20-40) Index
- Australian Shares – S&P/ASX300 Accumulation Index adjusted for tax
- International Shares – MSCI AC World ex Australia (in $A) Index adjusted for tax
- Property – Mercer/IPD Australian Unlisted Wholesale Property Fund Index (NAV weighted Post Fee) adjusted for tax
- Diversified Fixed Interest – CPI +0.5% (prior to 1 July 2015 the benchmark was CPI +1%)
- Cash – Bloomberg AusBond Bank Bill Index adjusted for tax
You can view the CPI-linked performance objectives of options here.
* Based on SuperRatings Fund Crediting Rate Survey — SR50 Balanced (60–76) Index. Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns.