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Recent Performance

Current Investment Performance Figures

The tables on this page show the recent performance of all 10 investment options. Please note that past performance should not be taken as an indicator of future performance, and that different options have different risk profiles.

There are different tables for superannuation and pension accounts, and the reason is to do with taxation. In the superannuation section of the fund, investment earnings are taxed at a rate of 15%, although the fund can claim certain deductions so the effective tax rate is generally lower. In the pension section all investment earnings (including capital gains) accumulate tax-free.

The investment returns credited to your account are based on changes in the unit values of the option(s) in which your account balance is invested. The tables show, for each investment option, the compound average (after fees and taxes).

Superannuation performance at 31 March 2012


Super performance

Past performance is not a reliable indicator of future performance.

Pension performance at 31 March 2012


Pension performance

Past performance is not a reliable indicator of future performance.

Financial Planning

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