Retirement income performance annual

AustralianSuper is the largest super fund in the country and one of the biggest 50 funds in the world. What does this mean for you?

It means we’re able to buy some of the world’s best investments by using the size and scale provided by 2 million AustralianSuper members and their $90+ billion of savings. It also means AustralianSuper members pay lower fees due to the fund’s scale. In short it means we can earn more money for you.

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).

For Transition to Retirement members, refer to the Superannuation tab for performance.

From July 2008, daily crediting rates are available, giving you a more detailed view of past performance.

The following investment options closed on 29 January 2016: International Shares - Hedged, Australian Fixed Interest and International Fixed Interest. The following investment options closed on 27 May 2016: Australian Sustainable Shares and International Sustainable Shares. View their past performance or find out more about the investment changes.

Investment performance as at
30 June 2017
Inception Date Since Inception % pa 10 Years % pa 5 Years % pa 3 Years % pa 1 Year
AusSuper B'mark AusSuper B'mark AusSuper B'mark AusSuper B'mark AusSuper B'mark
PreMixed Options
High Growth 01/01/2008 6.31% n/a n/a n/a 14.07% 12.45% 11.06% 8.99% 14.95% 13.11%
Balanced 01/01/2008 6.59% n/a n/a n/a 12.72% 10.91% 10.23% 7.86% 13.60% 11.23%
Socially Aware 30/05/2016 6.74% n/a n/a n/a 12.87% 10.91% 9.69% 7.86% 14.57% 11.23%
Indexed Diversified 01/11/2011 9.64% n/a n/a n/a 10.33% 5.77% 7.36% 5.15% 9.95% 5.43%
Conservative Balanced 01/01/2008 6.83% n/a n/a n/a 10.75% 8.78% 8.79% 6.92% 10.67% 7.94%
Stable 01/01/2008 6.62% n/a n/a n/a 8.39% 6.59% 7.39% 5.30% 8.19% 5.88%
Capital Guaranteed 01/01/2008 4.03% n/a n/a n/a 3.33% 2.47% 3.25% 2.12% 2.01% 1.52%
DIYMix Options
Australian Shares 01/01/2008 5.82% n/a n/a n/a 13.80% 12.09% 8.44% 7.38% 13.64% 15.28%
International Shares 01/01/2008 5.68% n/a n/a n/a 17.70% 17.29% 13.90% 12.49% 17.28% 15.31%
Property 01/01/2008 5.24% n/a n/a n/a 9.79% 10.98% 11.14% 12.24% 10.85% 12.67%
Diversified Fixed Interest 01/01/2008 7.47% n/a n/a n/a 6.08% 2.77% 5.48% 2.15% 5.58% 2.43%
Cash 01/01/2008 4.03% n/a n/a n/a 2.90% 2.53% 2.58% 2.22% 2.29% 1.82%

Past options performance:

Show none

Westscheme

Westscheme Pension past performance 2010/11 pa 2009/10 pa 2008/09 pa 2007/08 pa 2006/07 pa 5yr rolling average 7yr rolling average 10yr rolling average(1)
Trustee's Selection 8.11% 8.04% -21.32% -8.09% 21.25% 0.48% 4.83% 4.90%
Screened Investment 6.55% 9.10% -19.18% -8.29% 20.08% 0.68% 4.86% 5.66%
Cash 4.48% 3.80% 4.89% 4.57% 6.20% 4.79% 4.96% 4.62%
Australian Shares 14.10% 13.13% -21.28% -11.65% 31.54% 3.38% 9.52% 8.40%
Overseas Shares 9.78% 4.15% -29.32% -19.64% 7.56% -6.92% -2.28% -2.98%
Bonds 4.29% 7.82% 10.23% 4.06% 3.84% 6.02% 5.97% 5.50%
Target Return 6.14% 6.00% -20.14% -0.74% 25.26% 2.24% 5.72% 6.94%
Retirement Selection(2) 5.68% 6.24% -11.07% -0.39% 14.72% 2.67% 4.07% 4.07%
  1. This is the ten year rolling average where the investment option has been in existence for ten years but otherwise is the rolling average since the options inception.

  2. Commenced 1 July 2005.

Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.

AGEST

AGEST Pension past performance Unit price
31/12/2012 
2012 pa 2011 pa 2010 pa 2009 pa 2008 pa
Growth 1.0494
-2.1% 11.3% 10.9% -21.6% -8.6%
Balanced 1.1279 0.5% 10.2% 9.3% -17.9% -3.4%
Moderate 1.1868 2.2% 9.5% 10.2% -13.6% -2.2%
Stable 1.2825 4.7% 8.3% 9.6% -7.9% 1.6%
Conservative 1.3329 6.1% 7.0% 8.8% -3.1% 4.1%
MultiStrategy 1.3840 7.1% 8.4% 10.7% -9.0% 7.1%
Australian Shares 1.1494 -5.8% 12.4% 14.9% -18.3% -11.0%
International Shares (Hedged) 0.9943 -3.3% 27.0% 14.6% -32.9% -13.4%
International Shares (Unhedged) 0.7051 -3.2% 2.0% 4.8% -20.1% -21.4%
Listed Property 0.8260 7.9% 35.0% 40.5% -42.8% -36.7%
Fixed Interest 1.5642 11.2% 6.6% 14.0% 5.3% 6.0%
Cash 1.3508 4.8% 5.1% 3.9% 5.5% 7.0%

Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.

Daily crediting rates from July 2008 onwards are available in the "Daily" section, giving you a more detailed view of performance

View Benchmark & Disclaimer Information

Benchmarks

  • High Growth – SRP50 Growth (77-90) Index. View performance against CPI-related benchmark.
  • Balanced – SRP50 Balanced (60-76) Index. View performance against CPI-related benchmark.
  • Socially Aware# – SRP50 Balanced (60-76) Index. View performance against CPI-related benchmark.
  • Indexed Diversified – SRP50 Balanced (60-76) Index. View performance against CPI-related benchmark.
  • Conservative Balanced – SRP25 Conservative Balanced (41-59) Index. View performance against CPI-related benchmark.
  • Stable – SRP50 Capital Stable (20-40) Index. View performance against CPI-related benchmark.
  • Capital Guaranteed – RBA Cash Rate Index.
  • Australian Shares – S&P/ASX300 Accumulation Index.
  • International Shares – MSCI AC World ex Australia (in $A) Index.
  • Property – Mercer/IPD Australian Unlisted Wholesale Property Fund Index (NAV weighted Post Fee).
  • Diversified Fixed Interest – CPI + 0.5% (prior to 1 July 2015 the benchmark was CPI +1%). View performance against CPI-related benchmark.
  • Cash – Bloomberg AusBond Bank Bill Index

The returns quoted are net of fees. The 1 year, 3 year, 5 year and since inception figures, where they appear, are rolling returns as at 30 June.

Investment returns aren’t guaranteed. Past performance isn’t a reliable indicator of future returns

Read about our Crediting Policy.

Read our Choice Income Product Disclosure Statement for more information.

* Investment option closed on 29 January 2016.
^ Investment option closed 27 May 2016.
# Previously known as Sustainable Balanced before 30 May 2016.