Retirement Performance CPI

This table compares the performance of AustralianSuper’s investment options that have CPI-linked performance objectives.

Most of these options also have industry performance benchmarks, which you can view here.

As at 30 june 2021  10 years pa 5 years pa  3 Years Pa 1 Year
Consumer Price Index 1.82% 1.81% 1.68% 3,85%

30 June 2021

  10 years pa 5 years pa 3 years pa 1 year
High Growth 11.75% 12.79% 11.85% 26.80%
CPI + 4.5%* pa 6.52% 6.31% 6.18% 8.35%
Balanced 10.77% 11.36% 10.41% 22.30%
CPI + 4.0% pa 5.82% 5.81% 5.68% 7.85%
Socially Aware† 10.27% 10.27% 8.78% 21.58%
CPI + 4.0% pa 5.82% 5.81% 5.68% 7.85%
Indexed Diversified N/A  10.25% 10.17% 19.97%
CPI + 3.0%* pa N/A  5.01% 4.68% 6.85%
Conservative Balanced  9.12% 9.03% 8.49% 15.80%
CPI + 2.5%* pa 4.57% 4.31% 4.18% 6.35%
Property**  6.79% 4.43% 1.17% 4.82%
CPI + 3.0% pa 4.82% 4.81% 4.68% 6.85%
Stable   7.30% 6.68% 6.21% 9.25%
CPI + 1.5% pa  3.62% 3.31% 3.18% 5.35%
Diversified Fixed Interest 5.67% 3.62% 3.32% 2.54%
CPI + 0.5%* pa  2.62% 2.31% 2.18% 4.35%


*CPI objectives:
High Growth: CPI + 4.5% pa, prior to 1 July 2015 CPI +5% pa
Indexed Diversified: CPI + 3% pa, prior to 1 July 2018 CPI +3.5% pa, prior to 1 July 2015 CPI +4% pa
Conservative Balanced: CPI + 2.5% pa, prior to 1 July 2015 CPI +3% pa, prior to 1 July 2012 CPI + 3.5% pa
Stable: CPI + 1.5% pa, prior to 1 July 2015 CPI +2% pa, prior to 1 July 2012 CPI + 3% pa
Diversified Fixed Interest: CPI + 0.5% pa, prior to 1 July 2015 CPI + 1% pa, prior to 1 July 2013 CPI + 1.5% pa

† Previously known as Sustainable Balanced before 30 May 2016.

** Investment option closed on 10 September 2021. 

The CPI benchmarks are calculated as an annual rate (annualised for periods of more than 1 year) plus the amount above CPI specified in the investment objective for the option. Investment returns for AustralianSuper options are net of investment fees and taxes. Investment returns aren’t guaranteed. Past performance isn’t a reliable indicator of future returns. 

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