Home

Investment Centre

Objectives and strategies

Unit prices

Investment performance

Investment related fees

Asset consultants

Risk

SMARTpension logo

Investment Centre

SMARTpension was established in October 2007.

Recent performance

Investment options
As at 31 May 2010 (%)
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.

Monthly archive

May 2010
April 2010
March 2010
February 2010
January 2010
December 2009
November 2009
October 2009
September 2009
August 2009
   

 

Annual performance

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**
   
Moderate
3.0
   
Australian Shares
4.0
   
Overseas Shares
-
   
Property
-
   
Bonds
-
   
Cash
0.8
   

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.
* The Growth, Aggressive and Stable investment options were introduced on 10 October 2007. Therefore three and five year returns are not yet available for these options.
** The Moderate, Australian Shares, Overseas Shares Property, Bonds and Cash investment options were introduced on 12 January 2009. Therefore, one, three and five year returns are not yet available for these options.

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).

1
Product Disclosure Statement
3
Member Access
5

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.

Accountants Super Logo Australian Enterprise Super logoRecruitmentSuper logoPASL logo
Disclaimer