Monthly investment performance

 To see these results for income stream accounts click here

Past performance information is not available for the Australian Equities, International Equities, Property, Australian Fixed Interest or International Fixed Interest investment strategies, which have only been available since 17 October 2006. 

*The Cash Investment strategy was called Cash Plus until October 2006, when the name was changed to reflect a small adjustment to the asset allocation. Previously, the asset allocation for the Cash Plus investment strategy was 100% cash and short-term income-producing assets, including 15% invested in one or two-year bonds. This was changed to be 100% cash and short-term income-producing assets with a duration of up to one year.

Past investment performance is no indication or guarantee of future investment performance. The returns set out above are after allowing for income tax on investment income, and investment management expenses but before 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. The value of investments can rise or fall.