Income stream monthly investment performance
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Income stream monthly member returns for year starting 1 July 2009 |
| Pre-mixed investment options 2009-2010 |
| High Growth
% | Diversified
% | Balanced
% | Capital Guarded
% | | August | -2.4 | -1.6 | -0.8 | 0.0 | | July | 3.8 | 3.0 | 2.2 | 1.4 | | June | -1.8 | -1.1 | -0.5 | 0.1 | | May | -4.6 | -3.3 | -2.1 | -0.9 | | April | -0.8 | -0.5 | -0.2 | 0.1 | | March | 4.4 | 3.4 | 2.5 | 1.5 | | February | 0.3 | 0.4 | 0.4 | 0.4 | | January | -2.8 | -2.0 | -1.1 | -0.3 | | December | 2.7 | 2.0 | 1.4 | 0.7 | | November | 1.7 | 1.4 | 1.2 | 1.1 | | October | -1.6 | -1.3 | -1.0 | -0.6 | | September | 2.7 | 2.3 | 1.9 | 1.4 | | August | 5.7 | 4.6 | 3.5 | 2.4 | | July | 3.9 | 3.1 | 2.4 | 1.6 |
The investment returns for income stream are calculated after allowing for investment management expenses but before the deduction of administration fees from members’ account balances. Investment earnings in relation to income streams are tax free. Neither the investments of First State Super nor payment of capital to members is 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 go up or down.
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 31 October 2006. The Australian Socially Responsible Equities investment option was introduced on 1 May 2009.
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