Investments

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51%
 
49%

Latest Performance

The rates quoted below are net of fees and taxes.
  

Superannuation Accounts Performance to 31 March 2013

Investment Option

 Rolling 5 Year Rolling 3 Year Rolling 1 Year
Diversified High Growth
Diversified Moderate
Diversified Conservative
Aust Listed & Private Equities
Global Listed & Private Equities
Australian Listed Equities
Global Listed Equities
Sustainable Future
Property and Infrastructure
Bonds and Yield
Cash		 1.71%
2.12%
2.92%
-0.62%
4.01%
2.48%
0.32%
0.68%
-3.04%
7.42%
4.87%		 6.12%
6.38%
6.05%
4.15%
7.24%
4.45%
3.31%
2.33%
3.46%
8.17%
4.72%		 6.71%
8.08%
7.16%
11.33%
8.15%
17.56%
8.76%
15.72%
3.62%
7.28%
4.16%

Performance rates contained in the tables above are the Funds "Declared Rates". Members who have payments from the Fund will have a mixture of "Declared" and "Interim" rates applied to their payment.

 

Retirement Solutions - Income Stream Performance 31 March 2013

Investment Option

 Rolling 5 Year Rolling 3 Year Rolling 1 Year
Diversified High Growth
Diversified Moderate
Diversified Conservative
Aust Listed & Private Equities
Global Listed & Private Equities
Australian Listed Equities
Global Listed Equities
Sustainable Future
Property and Infrastructure
Bonds and Yield
Cash		 2.15%
2.62%
3.48%
0.06%
4.46%
3.79%
0.03%
1.89%
-3.47%
8.66%
5.63%		 7.23%
7.59%
7.18%
5.61%
8.17%
6.08%
3.58%
3.80%
4.06%
9.64%
5.53%		 8.21%
9.81%
8.65%
14.90%
9.32%
20.57%
9.85%
18.53%
4.14%
8.62%
4.87%

Performance rates contained in the tables above are the Funds "Declared Rates". Members who have payments from the Fund will have a mixture of "Declared" and "Interim" rates applied to their payment. 


Please refer to the Product Discloure Statement or contact the Fund for additional information.

 

Timing the market?

Superannuation is a long term investment. It is time in the market rather than trying to time the market that produces better results.

History shows that members who regularly switch investment options, trying to pick the right time in a particular asset class invariably get it wrong and end up worse off than those who select an investment strategy that suits their risk profile and stick with it.

If timing the market was easy, wouldn't we all be retired by now with billions in the bank?

Monthly Rates

The links below are for the monthly crediting rates. Members should be cautious with this information and in particular should avoid the urge to switch investment options base solely on historical results. Attempting to time the market presents significant risks.
 

Super Solutions

Retirement Solutions

When are earnings allocated?

On or around the 25th of each month the earnings rates for the various investment options are calculated and allocated to members accounts. 

The monthly rate is converted to a daily rate and allocated to the daily balance of a members account for the entire month.