SMARTpension was established in October 2007.
| Investment options | As at 31 May 2010 (%) |
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1 month |
3 months |
6 months |
1 year |
Financial year to date |
|
| Aggressive | -4.0 | 0.2 | 1.5 | 14.7 | 13.9 |
| Growth (default) | -3.1 | 0.6 | 1.5 | 12.5 | 11.8 |
| Moderate | -2.0 | 1.1 | 2.5 | 12.3 | 11.8 |
| Stable | -0.9 | 1.3 | 2.8 | 10.4 | 10.0 |
| Australian Shares1 | -6.9 | -3.4 | -6.6 | N/A | 12.9 |
| Overseas Shares4 | -3.6 | 1.9 | N/A | N/A | 0.1 |
| Property3 | -1.5 | 2.4 | N/A | N/A | 3.8 |
| Bonds2 | 0.3 | 2.4 | N/A | N/A | 5.5 |
| Cash | 0.3 | 1.0 | 2.1 | 3.8 | 3.5 |
| Past performance is not necessarily indiciative of future performance. The returns are after (net of) investment management fees. Other fees may apply, refer to the Product Disclosure Statement. 1 Seeded 22 May 2009. Measurement of investment returns commenced on 1 June 2009. Historic investment performance prior to this date is not available. 2 Seeded 13 November 2009. Measurement of investment returns commenced on 1 December 2009. Historic investment performance prior to this date is not available. 3 Seeded 18 December 2009. Measurement of investment returns commenced on 1 January 2010. Historic investment performance prior to this date is not available. 4 Seeded 8 January 2010. Measurement of investment returns commenced on 1 February 2010. Historic investment performance prior to this date is not available. |
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This table shows the earning rates of each investment option for the last two financial years (including new options).
| Investment options | 30 June 2009 (%) |
30 June 2008 (%) |
Since inception compound average (% p.a.) |
1 year |
10 October 2007 to 30 June 2008* |
10 October 2007 to 30 June 2009* |
|
| Aggressive | -14.7 |
-11.1 |
-14.9 |
| Growth | -9.9 |
-1.8 |
-6.9 |
| Stable | 5.4 |
-6.4 |
-0.8 |
| New investment options | 12 January 2009 to 30 June 2009** |
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| Moderate | 3.0 |
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| Australian Shares | 4.0 |
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| Overseas Shares | - |
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| Property | - |
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| Bonds | - |
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| Cash | 0.8 |
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Past performance is not necessarily indiciative of future performance. The returns are after (net of) investment management fees. Other fees may apply, refer to the Product Disclosure Statement. |
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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).
This information is of a general nature only. It is important to consider the appropriateness of this product having regard to your objectives, situation and needs. Before making a decision about SMARTpension, please consider your own requirements and the SMARTpension Product Disclosure Statement. For a copy call us on 1300 366 508 or download from this website.
Professional Associations Superannuation Limited (PASL) (ABN 14 056 917 303 AFSL 222590 RSE L0000352) is the Trustee of Professional Associations Superannuation Fund (PASF) (ABN 78 984 178 687 RSE R1000429). SMARTpension is a division of PASF.