Super Performance Annual

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). 

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

This also includes investment returns for Transition to Retirement members.

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. The Capital Guaranteed investment option closed on 22 September 2017. 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 01/07/1996 8.19% n/a 5.22% 4.58% 12.62% 11.16% 9.95% 8.11% 13.76% 11.84%
Balanced 01/08/1985 9.64% n/a 5.56% 4.78% 11.41% 9.97% 9.23% 7.58% 12.44% 10.53%
Socially Aware 01/10/2001 7.04% n/a 5.86% 4.78% 11.45% 9.97% 8.53% 7.58% 13.10% 10.53%
Indexed Diversified 01/07/2011 7.00% n/a n/a n/a 8.73% 5.77% 6.43% 5.15% 8.69% 5.43%
Conservative Balanced 01/09/2007 5.67% n/a n/a n/a 9.46% 7.64% 7.65% 5.74% 9.26% 7.20%
Stable 01/10/2001 6.52% n/a 5.78% 4.63% 7.39% 5.80% 6.46% 4.78% 7.20% 5.28%
DIYMix Options
Australian Shares 01/10/1999 9.23% n/a 4.54% 3.63% 12.25% 11.68% 7.65% 7.23% 12.65% 13.57%
International Shares 01/10/1999 4.72% n/a 4.69% 4.24% 15.60% 15.32% 12.43% 11.12% 15.66% 13.60%
Property 01/07/1999 7.50% n/a 5.02% 6.84% 8.56% 9.62% 9.86% 10.63% 9.51% 11.01%
Diversified Fixed Interest 01/07/1999 6.24% n/a 6.47% 3.26% 5.33% 2.77% 4.82% 2.15% 4.76% 2.43%
Cash 01/10/1999 4.06% n/a 3.63% 3.32% 2.47% 2.14% 2.19% 1.88% 1.93% 1.54%

Past options performance:

Show none

ARF

Investment Option 2005/06 pa 2004/05 pa 2003/04 pa 2002/03 pa  2001/02 pa
Balanced 17.0% 14.8% 13.2% 3.8%  -0.9%
Active 18.84% 15.5% 15.5% 1.6%  -3.3%
Sustainable 13.71% 12.0% 8.1% 1.9%  1.3%*
Stable 8.49% 10.7% 7.5% 5.8%  4.1%*
Australian Shares 22.64% 25.4% 21.0% 1.2%  -1.3%
International Shares 21.56% 4.4% 17.8% -8.7%  -16.9%
Property 14.80% 10.3% 9.5% 8.6%  8.7%
Diversified Fixed Interest 3.33% 8.6% 4.0% 9.7%  6.3%
Cash 5.51% 4.1% 3.8% 3.5%  3.5%

STA

STA past performance 2005/06 pa 2004/05 pa 2003/04 pa 2002/03 pa 2001/02 pa 
Balanced 18.10% 13.75% 14.75% 1.87%  -2.37%
Shares Plus 21.22% 12.97% 17.00% -1.82%  -6.86%
Low Risk 9.53% 8.39% 7.39%  
Single Company Plan 27.75% 17.59% 27.22% 14.02%  9.40%
Australian Shares 24.36% 25.46% 20.61% -1.72%  
International Shares 19.31% 0.49% 17.11% -8.33%  
Listed Property 14.79% 18.08% 15.02% 10.68%  
Cash 5.18% 5.03% 4.85% 4.38%  

Finsuper

Finsuper past performance 2005/06 pa 2004/05 pa 2003/04 pa 2002/03 pa 2001/02 pa 
High Growth 20.30% 13.40% 14.80% 0.10%  -4.81%
Moderate Growth 16.70% 13.0% 12.31% 2.00%  -1.94%
Stable Growth 11.20% 10.10% 7.26% 4.30%  1.90%
Cash Plus 5.90% 4.90% 4.16% 4.35%  3.90%

Steel Plan

Steel Division past performance 2009/08 pa* 2008/07 pa 2007/06 pa 2006/05 pa  2005/04 pa
Steel Division High Growth -16.86% -8.15% 20.01% 20.81% 13.86%
Steel Division Balanced -13.32% -5.48% 17.93% 17.62% 14.16%

 

* The rate for the 2008/09 financial year is from 1 July 2008 to 25 June 2009, when the Steel options were terminated.

Westscheme

Westscheme past performance 2010/11 pa 2009/10 pa 2008/09 pa 2007/08 pa 2006/07 pa 2005/06 pa 2004/05 pa 2003/04 pa
Trustee's Selection 7.88% 7.60% -20.74% -7.42% 19.00% 18.76% 13.67% 13.26%
Screened Investment 5.70% 8.44% -18.74% -7.59% 17.4% 17.91% 12.88% 12.98%
Target Return 4.57% 4.87% -19.65% -0.89% 22.62% 12.33% 14.23% 14.03%
Cash 3.44% 3.22% 4.16% 3.88% 5.27% 4.68% 4.47% 4.09%
Australian Shares 13.13% 12.19% -20.86% -10.64% 28.14% 24.97% 26.55% 19.51%
Overseas Shares 12.42% 3.60% -28.15% -17.64% 6.73% 18.40% 0.65% 16.94%
Bonds 3.45% 6.81% 8.69% 3.45% 3.24% 2.95% 7.00% 1.94%

 

 

AGEST

AGEST past performance Unit price
31/12/2012 
6 mth return to
31/12/2012  
2012/11 pa 2011/10 pa 2010/09 pa 2009/08 pa 2008/07 pa 
Growth 1.0428
9.92% -1.4% 9.7% 9.3% -18.7% -8.4%
Balanced 1.1079 7.85% 0.7% 8.9% 8.0% -15.8% -3.6%
Moderate 1.1592 6.14% 2.2% 8.1% 8.7% -11.8% -2.3%
Stable 1.2383 4.71% 4.2% 7.0% 8.1% -6.8% 1.1%
Conservative 1.2783 3.21% 5.3% 5.9% 7.4% -2.7% 3.4% 
MultiStrategy 1.3265 3.99% 6.1% 7.2% 9.0% -7.9% 6.3%
Australian Shares 1.1262 14.46% -4.8% 10.6% 12.6% -15.9% -10.3% 
International Shares (Unhedged) 0.7463 7.79% -2.3% 1.9% 4.0% -17.0% -19.4%
Listed Property 0.8654 7.53% 7.6% 29.2% 34.6% -36.3% -33.8%
Fixed Interest 1.4617 2.74% 9.6% 5.6% 11.7% 4.5% 4.9%
Cash 1.2905 1.33% 4.0% 4.3% 3.3% 4.7% 6.0%

AUST(Q)

AUST(Q) past performance 2012/13 pa 2011/12 pa 2010/11 pa 2009/10 pa 2008/09 pa
Balanced investment option 16.25% 0.10% 8.20% 10.00% -11.97%

 

 

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 – SR50 Growth (77-90) Index. View performance against CPI-related benchmark.
  • Balanced – SR50 Balanced (60-70) Index. View performance against CPI-related benchmark.
  • Socially Aware# – SR50 Balanced (60-70) Index. View performance against CPI-related benchmark.
  • Indexed Diversified – SR50 Balanced (60-70) Index. View performance against CPI-related benchmark.
  • Conservative Balanced – SR25 Conservative Balanced (41-59) Index. View performance against CPI-related benchmark.
  • Stable – SR50 Capital Stable (20-40) Index. View performance against CPI-related benchmark.
  • Australian Shares – S&P/ASX300 Accumulation Index adjusted for tax
  • International Shares – MSCI AC World ex Australia (in $A) Index adjusted for tax
  • Property – Mercer/IPD Australian Unlisted Wholesale Property Fund Index (NAV weighted Post Fee) adjusted for tax
  • 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 adjusted for tax.

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. Returns from equivalent options of ARF and STA are used in calculating return for periods that begin before 1 July 2006.

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

Read about our Crediting Policy.

Read the Investment Switching and ASX 300 acknowledgements and conditions.

* Investment option closed on 29 January 2016.
^ Investment option closed 27 May 2016.
# Previously known as Sustainable Balanced before 30 May 2016.
+ Investment option closed 22 September 2017.