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Super Fund Monthly Returns

 

Super Fund Net Returns to 31st July, 2010 in %

Super Fund Options 

1 Mth    

3 Mth   

FYTD       

1   Year 

3 Year 

5 Year 

 7 Year

10 Year 

Defensive

1.50

1.55

1.50

7.96

1.53

5.23

6.57

Balanced Growth

2.64

-0.12

2.64

8.09

-1.30

5.26

7.97

6.45

 High Growth

3.39

-1.00

 3.39

8.67

-2.12

5.83

8.95

 Cash

0.40

1.21

0.40

4.10

3.79

 Diversified Fixed Interest

0.74

2.98

0.74

13.353

7.42

 Australian Shares

4.30

-4.27

4.30

11.09

-3.24

 International Shares (Unhedged)

2.44

-0.99

2.44

4.22

-6.81

Super Fund Monthly Returns Financial Year 2010/2011

 Month

Cash %

Defensive % 

Balanced Growth %

High Growth % 

Australian Shares % 

International Shares % 

Fixed Interest % 

 Jul 10

 0.40

 1.50

 2.64

 3.39

 4.30

 2.44

 0.74

 

Super Fund Monthly Returns Financial Year 2009/2010

Month 

Cash % 

         CashPlus                      %            

Defensive % 

Balanced Growth % 

High Growth % 

Australian Shares % 

International Shares % 

Fixed Interest % 

Jul 2009

 0.21

0.44 

1.77 

3.87 

4.93 

6.63 

 4.80

 0.63

Aug 09 

 0.24

0.84 

 1.52

 2.42

 3.29

5.70 

3.22 

1.83 

 Sept 09

 0.33

 -

 0.94

0.56 

0.29 

 3.35

-3.52 

2.52 

 Oct 09

 0.21

 -

 -0.35

 -0.40

 -0.34

 0.40

 -1.75

 0.16

 Nov 09

 0.33

 

 1.50

 2.39

 2.85

 2.87

 3.76

 1.66

 Dec 09

 0.30

 -

 0.27

 1.19

 1.65

 2.89

 2.20

 -0.35

 Jan 2010

0.32

 -

 0.19

 -1.59

 -2.53

 -5.60

 -1.57

 1.52

 Feb 2010

 0.34

 -

 0.94

 1.65

 1.99

 2.54

 1.32

 1.05

 Mar 2010

 0.28

 -

 1.00

 2.53

 3.45

 5.02

 3.48

 0.02

 Apr 2010

 0.48

 -

 0.15

 -0.74

 -1.11

 -1.67

 -1.68

 1.26

 May 2010

 0.40

0.00

-2.01 

-2.91 

-6.12 

0.63 

1.58 

 Jun 2010

 0.40

 -

 0.05

 -0.69

 -1.39

 -2.23

 -3.96

 0.64

 2009/2010 YTD

3.91

-

8.25

9.37

10.29 

13.57

6.62

13.23



 Super Fund Monthly Returns  Financial Year 2008/2009
 

 Month

 Cash  
%

 Cash Plus     

 Defensive
%

Balanced

 High Growth
%

 Australian
Shares
%

International
Shares

Diversified Fixed Interests
%
 

 Jul 2008

0.55 

0.99

0.14 

-0.99

-1.68

-4.07 

-0.307 

1.31 

 Aug 08 

0.68

0.65

2.01

3.41

4.34

5.02

6.93

 1.21

 Sept 08

0.42 

0.07 

-1.70 

-4.55 

-5.83 

-8.64 

-3.86 

-0.05 

 Oct 08

-0.12 

-1.00

-2.47

-5.34

-6.87

-10.96

-2.50

-0.93 

 Nov 08

-0.03

-0.46 

-1.29 

-2.21 

-3.12 

-5.49 

-7.58

1.07 

 Dec 08

0.05

-0.95 

-0.99 

-0.12

-0.27

-1.36 

-1.61

0.14 

 Jan 09

-0.57

-1.14

-1.72

-3.18

-3.48

-3.61

-0.23

0.34 

 Feb 09

0.79

-0.11 

-1.47 

-3.10

-4.45

-3.39

-7.84

-0.20 

 Mar 09

 0.21

-0.05

1.75

4.95

6.41

9.47

2.52

-0.47

 Apr 09

0.24

-0.33 

0.01 

0.42

1.94

3.08

1.88

-0.11

 May 09

0.25

-0.15

-0.18

-0.17

0.68

1.65

1.28

0.33

 June 09

0.36

-0.75

-0.96

-1.77

-0.95

2.95

-0.22

1.58

 2008/2009
YTD

 

-3.30

-6.75

-12.39

-13.27

-15.97

-11.81

4.24

*The Australian Shares, International Shares and Diversified Fixed Interest options are only available to members of the Fund's Personal Plan, and the Allocated Pension division.  Other members wishing to access these options are permitted to transfer to the Personal Plan.

 

FOR MORE INFORMATION ON BUSS(Q) RETURNS, SEE THE INVESTMENT AREA OF THIS WEBSITE.