Investment Centre
Investment performance
Recent performance
| Investment option | As at 31 May 2010 (%) |
||||
1 month |
3 months |
6 months |
1 Year |
Financial year
to date |
|
| Aggressive | -3.6 | 0.2 | 1.4 | 13.9 | 13.0 |
| Growth (default) | -2.9 | 0.5 | 1.6 | 12.6 | 11.9 |
| Moderate | -1.8 | 1.1 | 2.1 | 11.0 | 10.6 |
| Stable | -0.8 | 1.4 | 2.4 | 9.1 | 8.7 |
| Australian Shares | -6.8 | -3.0 | -3.6 | 22.0 | 17.1 |
| Overseas Shares | -4.1 | 0.9 | 3.0 | 14.5 | 15.1 |
| Property | -1.1 | 1.8 | 3.6 | 0.4 | 4.1 |
| Bonds | 0.6 | 2.5 | 3.3 | 10.6 | 9.6 |
| Cash | 0.3 | 0.8 | 1.8 | 3.3 | 3.0 |
| Past performance is not necessarily indicative of future performance. The returns are after (net of) tax and investment management fees. Other fees may apply, refer to the Product Disclosure Statement. The above returns do not include Accountants Super administration fees of $104.00 p.a and 0.5% p.a of assets. |
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Monthly archive
Annual performance
The following table shows the investment earnings rates for each investment option for the past five financial years.
| Investment option | As at 30 June (%) |
3-year compound average (% p.a.) |
5-year compound average (% p.a.) |
||||
2009 |
2008 |
2007 |
2006 |
2005 |
|||
| Aggressive | -14.3 |
-11.9 |
19.4 |
15.2 |
13.2 |
-3.4 |
3.3 |
| Growth (default) | -9.3 |
-8.9 |
15.4 |
12.2 |
11.7 |
-1.6 |
3.6 |
| Moderate* | 4.6 |
- |
- |
- |
- |
- |
- |
| Stable | 1.8 |
-1.0 |
8.7 |
6.7 |
8.4 |
3.1 |
4.9 |
| Australian Shares | -17.7 |
-10.8 |
28.3 |
17.2 |
22.9 |
-2.0 |
6.3 |
| Overseas Shares | -10.7 |
-14.4 |
11.0 |
18.0 |
1.2 |
-5.3 |
0.3 |
| Property | -27.6 |
-31.7 |
24.9 |
11.5 |
14.5 |
-14.8 |
-4.6 |
| Bonds | 12.3 |
4.5 |
3.5 |
2.0 |
7.2 |
6.7 |
5.8 |
| Cash | 4.3 |
5.5 |
5.3 |
3.8 |
4.0 |
5.0 |
4.6 |
| Past performance is not necessarily indicative of future performance. The returns are after (net of) tax and investment management fees. Other fees may apply, refer to the Product Disclosure Statement. | |||||||
The rates shown above relate to each option’s overall performance, which may be different to the earnings on member statements. This is because member returns take into account individual account activity (such as joining during a year, making additional contributions or moving between investment options).
