Investment performance


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 the financial year results for all of our options since the option started, or over a specific period, and see how our options have performed against industry averages (benchmarks).

Annual

 
Investment performance as at 30 June 2016 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 1/07/1996 7.92% n/a 5.72% 5.09% 9.60% 8.37% 10.74% 8.88% 3.69% 2.10%
Balanced 1/08/1985 9.55% n/a 6.05% 5.35% 9.03% 7.92% 9.69% 8.16% 4.54% 2.81%
Socially Aware~ 30/5/2016 6.64% n/a 6.14% 5.35% 9.15% 7.92% 9.12% 8.16% 3.24% 2.81%
Indexed Diversified 1/07/2011 6.66% n/a n/a n/a 6.66% 7.92% 7.32% 8.16% 2.66% 2.81%
Conservative Balanced 1/09/2007 5.27% n/a n/a n/a 8.13% 6.55% 8.30% 6.68% 4.87% 2.82%
Stable 1/10/2001 6.47% n/a 5.97% 5.03% 6.91% 5.70% 6.83% 5.47% 5.15% 3.36%
Capital Guaranteed 1/07/1997 4.35% 4.08% 4.00% 3.69% 3.52% 2.63% 3.08% 2.13% 2.07% 1.90%
DIYMix Options
Australian Shares 1/10/1999 9.03% 7.86% 5.82% 4.80% 8.59% 7.73% 9.16% 8.21% 4.16% 2.06%
International Shares 1/10/1999 4.10% 2.64% 4.29% 3.73% 11.80% 12.02% 12.97% 12.24% -0.03% -0.47%
Property 1/07/1999 7.38% 8.72% 5.64% 7.39% 8.08% 9.08% 9.18% 9.71% 10.65% 11.68%
Diversified Fixed Interest 1/07/1999 6.33% 3.75% 6.37% 3.32% 6.76% 2.73% 5.31% 2.68% 3.76% 1.52%
Cash 1/10/1999 4.18% 4.10% 4.00% 3.72% 2.94% 2.63% 2.40% 2.13% 2.20% 1.90%

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

View Benchmark & Disclaimer Information


Benchmarks

  • High Growth: SR50 Growth (77-90) Index net of fees and tax. View performance against CPI benchmark.
  • Balanced: SR50 Balanced (60-70) Index net of fees and tax. View performance against CPI benchmark.
  • Socially Aware~: SR50 Balanced (60-70) Index net of fees and tax. View performance against CPI benchmark.
  • Indexed Diversified: SR50 Balanced (60-70) Index net of fees and tax. View performance against CPI benchmark.
  • Conservative Balanced: SR25 Conservative Balanced (41-59) Index net of fees and tax. View performance against CPI benchmark.
  • Stable: SR25 Capital Stable (20-40) Index net of fees and tax. View performance against CPI benchmark.
  • Capital Guaranteed: Bloomberg AusBond Bank Bill Index adjusted for tax.
  • Australian Shares: S&P/ASX300 Accumulation Index adjusted for tax.
  • International Shares MSCI AC World ex Australia (in $A) Index adjusted for tax.
  • International Shares Hedged ‡: MSCI AC World ex Australia Net Dividends Reinvested Unhedged Index adjusted for tax.
  • Australian Sustainable Shares^: S&P/ASX300 Accumulation Index adjusted for tax.
  • International Sustainable Shares^: MSCI World Net Dividend Reinvested Unhedged Index adjusted for tax.
  • Property: the Mercer/IPD Australian Unlisted Wholesale Property Fund Index (NAV weighted Post Fee) adjusted for tax.
  • Australian Fixed Interest ‡: CPI +1%. View performance against CPI benchmark.
  • Diversified Fixed Interest: CPI +0.5% (prior to 1 July 2015 the benchmark was CPI +1%). View performance against CPI benchmark.
  • International Fixed Interest ‡: CPI +1%. View performance against CPI benchmark.
  • Cash: Bloomberg AusBond Bank Bill Index adjusted for tax. View performance against CPI benchmark.

‡ Investment option closed on 29 January 2016.
 ^ Investment option closed on 27 May 2016.
 ~ Previously known as Sustainable Balanced investment option before 30 May 2016.

The returns quoted are net of fees and tax. The 1 year, 3 year, 5 year, 10 year and since inception figures, where they appear, are rolling returns as at 30 June 2013. These historical returns are the combined return information from previous ARF and STA investment options.

Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the combined returns (asset weighted where possible) have been used. The same process has been used for calculating historical investment fees. Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.

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ABN 65 714 394 898, AustralianSuper Corporate Division USI: 65714394898301.

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