The following tables show the investment returns for the nine investment options available to you.
Read our investment choice page for more information and how to make a change by using Member Online Services or by completing this form.
The following table shows the investment earnings rates for each investment option for the last four financial years.
| Annual performance | ||||||
| Investment options | As at 30 June (%) | Compound Average | ||||
| 2011 | 2010 | 2009 | 2008 | Since Inception (% p.a.) | 3 Years (% p.a.) | |
| Aggressive | 11.8 | 11.8 | -14.7 | -11.1* | -1.41 | 2.2 |
| Growth (default) | 11.9 | 10.4 | -9.9 | -1.8* | 2.41 | 3.6 |
| Moderate | 9.5 | 11.0 | 3.0^ | - | 10.02 | - |
| Stable | 4.7 | 10.0 | 5.4 | -6.4* | 3.51 | 6.7 |
| Australian Shares | 4.2 | 9.6 | 4.0^ | - | 8.54 | - |
| Overseas Shares | 22.8 | -3.2# | - | - | 12.57 | - |
| Property | 14.1 | 3.8# | - | - | 11.76 | - |
| Bonds | 8.7 | 6.8# | - | - | 9.55 | - |
| Cash | 3.3 | 3.9 | 0.8^ | - | 3.53 | - |
Past performance is not necessarily indicative of future performance. The returns are after (net of) tax and investment management fees. Other fees apply, refer to the Product Disclosure Statement
* Aggressive, Growth and Stable options opened for investment 10 October 2007. The first investment into these options was received 10 October 2007. As these options commenced part way through the year, these 2008 returns are not annualised
^ Moderate, Cash and Australian Shares options opened for investment 12 January 2009. The first investment into the Moderate option was received 20 February 2009, the first investment into the Cash option was received 27 March 2009, and the first investment into the Australian Shares option was received 22 May 2009. As these options commenced part way through the year, these 2009 returns are not annualised
# Bonds, Property and Overseas Shares options opened for investment 12 January 2009. The first investment into the Bonds option was received 13 November 2009, the first investment into the Property option was received 18 December 2009, and the first investment into the Overseas Shares option was received 8 January 2010. As these options commenced part way through the year, these 2010 returns are not annualised
1Since inception returns were calculated over 44.6 months from 10 October 2007 to 30 June 2011 and are annualised.
2Since inception return was calculated over 28.3 months from 20 February 2009 to 30 June 2011 and is annualised.
3Since inception return was calculated over 27.2 months from 27 March 2009 to 30 June 2011 and is annualised.
4Since inception return was calculated over 25.2 months from 22 May 2009 to 30 June 2011 and is annualised.
5Since inception return was calculated over 19.5 months from 13 November 2009 to 30 June 2011. This is the actual return for this period and is not annualised.
6Since inception return was calculated over 18.5 months from 18 December 2009 to 30 June 2011. This is the actual return for this period and is not annualised.
7Since inception return was calculated over 17.7 months from 8 January 2010 to 30 June 2011. This is the actual return for this period and is not annualised.
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, pension payments or moving between investment options).
| Recent performance as at 31 March 2012 |
|||||
| Investment Options | 3 months (%) |
Financial year to date (%) |
1 year (%) |
2 years p.a (%) |
3 years p.a (%) |
| Aggressive | 7.4 | 2.8 | 1.5 | 4.0 |
11.7
|
| Growth (default) | 6.2 | 4.2 | 3.8 | 5.6 |
11.4
|
| Moderate |
4.8
|
5.2
|
5.6
|
6.0
|
9.8 |
| Stable |
3.2
|
5.8
|
2.9
|
5.1
|
8.1
|
| Australian Shares* |
7.7
|
-5.1
|
-4.4
|
-6.5
|
- |
| Overseas Shares* | 11.6 |
4.1
|
5.3
|
9.3
|
-
|
| Property* |
4.8
|
5.2
|
8.0
|
9.6
|
-
|
| Bonds* |
1.6
|
10.2
|
13.3
|
10.8
|
-
|
| Cash |
1.0
|
3.3
|
4.4
|
3.8
|
3.8 |
Past performance is not necessarily indicative of future performance. The returns are after (net of) tax and investment management fees. Other fees apply, refer to the Product Disclosure Statement.
*These options opened for investment 12 January 2009. The first investment into the Australian Shares option was received 22 May 2009, the first investment into the Bonds option was received 13 November 2009, the first investment into the Property option was received 18 December 2009, and the first investment into the Overseas Shares option was received 8 January 2010. As these options commenced part-way through the 3 year period, a 3 year compound average return is not available.
| Monthly archive | ||||||
| February 2012 | January 2012 | December 2011 | November 2011 | |||
| October 2011 | September 2011 | August 2011 | July 2011 | |||
| June 2011 | May 2011 | April 2011 | March 2011 | |||
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