Investment performance


The table below shows the investment returns for the Scheme for the financial year.

Returns are calculated twice a month based on changes in the value of the Scheme's investments.

 

Investment performance 2017-2018


Period
 
High Growth Balanced Growth Conservative Cash
Year to date 5.32% 4.20% 2.39% 0.48%
1 Jul 2017 - 15 Jul 2017 0.80% 0.60% 0.31% 0.06%
16 Jul 2017 - 31 July 2017 -0.71% -0.33% 0.00% 0.07%
1 Aug 2017 - 15 Aug 2017 0.42% 0.34% 0.21% 0.05%
16 Aug 2017 - 31 Aug 2017 0.32% 0.31% 0.21% 0.06%
1 Sep 2017 - 15 Sep 2017 0.57% 0.43% 0.24% 0.06%
16 Sep 2017 - 30 Sep 2017 0.82% 0.73% 0.46% 0.06%
1 Oct 2017 - 15 Oct 2017 1.44% 1.00%  0.82%0.46% 0.05%
16 Oct 2017 - 31 Oct 2017 1.56% 1.14%  0.82%0.61% 0.07%
 

 

Historical financial year investment performance

 

Financial year High Growth Balanced Growth Conservative Cash
2016-2017 13.86% 10.69% 6.25% 1.56%
2015-2016   1.98% 2.59% 3.38% 1.84%
2014-2015 12.61% 10.70% 6.17% 2.19%
2013-2014 16.14% 13.28% 7.96% 2.26%
2012-2013 19.73% 15.60% 9.79% 2.76%
2011-2012 -2.61% 0.24% 3.70% 3.97%
2010-2011 9.0% 8.2% 7.3% 4.2%
 

 

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Important note: The returns shown are net of tax and investment fees. They should be taken as a guide only. The actual returns credited to your account may differ from the estimates shown here because of timing or because of differences in the amount of tax or fees that some members have deducted from their accounts.

Read the latest investment commentary from EISS.

 

Electricity Industry Superannuation Board ABN 57 923 283 236 as Trustee of the Electricity Industry Superannuation Scheme.

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