Super 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 2020 10 years PA5 Years Pa 3 years pa  1 year
Consumer Price Index 1.79% 1.25% 1.10% -0.35%

 

30 June 2020 

  10 years pa 5 years pa 3 years pa 1 year
High Growth 9.42% 7.71% 7.13% 0.61%
CPI + 4.5%* pa  6.54% 5.75% 5.60% 4.15%
Balanced 8.77% 7.35% 6.65% 0.52%
CPI + 4% pa  5.79% 5.25% 5.10% 3.65%
Socially Aware† 8.23% 6.10% 4.83% -2.07%
CPI + 4% pa  5.79% 5.25% 5.10% 3.65%
Indexed Diversified N/A 6.10% 6.43% 1.34%
CPI + 3%*^ pa N/A 4.55%  4.27%  2.65% 
Conservative Balanced  7.73% 6.21% 5.66% 1.35%
CPI + 2.5%* pa 4.54% 3.75% 3.60% 2.15%
Property  6.40% 5.03% 1.81% -6.18%
CPI + 3% pa 2.54% 1.75% 1.60% 0.15%
Stable   6.47% 5.33% 4.79% 1.78%
CPI + 1.5%* pa 3.54% 2.75% 2.60% 1.15%
Diversified Fixed Interest 5.46% 3.37% 2.78% 1.30%
CPI + 0.5*% pa 2.54% 1.75% 1.60% 0.15%

^ The benchmark for Indexed Diversified is Annual CPI + 3%, prior to 1 July 2018 it was CPI + 3.5% and prior to 1 July 2015 it was CPI + 4%.
* CPI objectives for High Growth, Indexed Diversified, Conservative Balanced, Stable and Diversified Fixed Interest were reduced by 0.5%  effective from 1 July 2015
† Previously known as Sustainable Balanced before 30 May 2016.

The investment returns shown are for the super (accumulation) product for periods to 30 June 2020. AustralianSuper returns are based on crediting rates. For super (accumulation) products crediting rates are the investment return less investment fees, the percentage-based administration fee (applicable from 1 April 2020) and taxes. 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 aren’t guaranteed. Past performance isn’t a reliable indicator of future returns.

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