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Income stream monthly investment performance

To see these results for superannuation accounts click here


Income stream monthly member returns for year starting 1 July 2008

Pre-mixed investment strategies 2008-2009
High Growth
%
Diversified
%
Balanced
%
Capital Guarded
%
October-12.5-9.5-6.4-3.2
September-2.5-1.8-1.3-0.7
August4.33.53.02.4
July-4.1-3.0-1.9-0.9



Single asset class investment strategies 2008-2009
Australian Equities
%
International Equities
%
Property
%
Australian Fixed Interest
%
International Fixed Interest
%
Cash
%
October-17.8-13.6-13.82.7-0.30.7
September-1.0-5.61.20.5-1.20.6
August4.06.32.02.82.30.6
July-7.0-2.8-2.61.30.60.6


Past performance is not available for the income stream (previously known as the pension) investment strategies before 31 October 2006, when the pension was launched. 

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. The value of investments can go up or down. It is important to remember that past performance is no indicator or guarantee of future performance. 


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