Investment performance

 

Performance is one of the key things which determines how your superannuation investment grows. 

 

 To see these results for income stream accounts click here 
 
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Superannuation effective earning rates for periods ending 31 December 2011
Pre-mixed investment options
YTD %mthly %3 mth %1 yr %pa3 yr %pa5 yr %pa7 yr %pa10 yr %pa
High Growth-5.60.61.3-4.54.7-1.63.24.0
Diversified-3.50.51.2-1.94.80.23.94.6
Balanced-1.60.41.20.54.81.84.35.0
Capital Guarded0.20.41.12.84.83.44.85.3

Single asset class investment options
YTD %mthly %3 mth %1 yr %pa3 yr %pa5 yr %pa7 yr %pa10 yr %pa
Australian Equities-7.70.41.7-7.78.60.0--
Australian Socially Responsible Equities-9.20.21.0-10.3----
International Equities-7.30.50.3-6.40.9-6.5--
Property0.30.71.84.11.4-3.2--
Australian Fixed Interest5.00.21.09.55.36.1--
International Fixed Interest5.51.62.08.46.76.3--
Cash*2.10.31.04.33.74.64.74.7

 

The investment returns for superannuation are calculated after allowing for income tax on investment income, and investment management expenses but before the deduction of administration fees from members' account balances. Neither the investments of First State Super nor payments of capital to members are guaranteed by the Trustee. It is important to remember that past performance is no indicator or guarantee of future performance. The value of investments can rise or fall.

Note: The crediting rates shown above are for the rate applying on the last day of the month. The returns disclosed above are based on declared unit prices. Due to timing differences, these may refer to the investment returns to the close of business of the preceding day for domestic markets, or two days previously for international markets.

Past performance information is not available prior to the date an investment option was introduced. The Australian Equities, International Equities, Property, Australian Fixed Interest and International Fixed Interest investment options were introduced on 17 October 2006. The Australian Socially Responsible Equities investment option was introduced on 1 May 2009.

*The Cash Investment option was called Cash Plus until October 2006, when the name was changed to reflect a small adjustment to the asset allocation.

See below for more options:

Performance is not the only thing you take into account when you choose a First State Super investment option.