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Investment Returns History

 Cash Plus  Defensive  
 Superannuation FundAllocated PensionSuperannuation Fund Allocated Pension 

 30 June 10

 

 

 8.25%

 8.35%

30 June 09

-3.30% 

-3.40%

-6.75%

-6.77% 

30 June 08

5.70% 

8.28%

1.40% 

2.40% 

30 June 07

8.33% 

9.51%

12.50%

14.25%

30 June 06 

7.30% 

8.27% 

10.70% 

12.07% 

30 June 05

7.99% 

9.03% 

9.74% 

11.01% 

Compund average return over 5 years (p.a.)

 

 

4.97% 

5.78% 

 

 

Balanced Growth 

 

High Growth 

 

 

Superannuation Fund 

Allocated Pension 

Superannuation Fund 

Allocated Pension

 30 June 10

 9.37%

 8.67%

 10.29%

10.20% 

30 June 09

-12.39%

-11.86%

-13.27%

-13.47%

30 June 08

-3.91% 

-4.74% 

-7.47%

-8.42%

30 June 07

18.90%

21.61%

22.46%

25.60%

30 June 06 

14.60% 

16.55% 

17.60% 

20.01% 

30 June 05

13.00% 

14.95% 

13.67% 

15.59% 

Compound average return over 5 years (p.a.)

4.64% 

5.28% 

4.97% 

5.65%

 

 Australian
Shares
 International
Shares
 
 Superannuation  
Fund
Allocated  
Pension 
Superannuation  
Fund
Allocated  
Pension
 

 30 June 10

 13.57%

 14.84%

6.62%

 8.99%

 30 June 09

-15.97%

-18.09%

-11.81%

-14.97%

 30 June 08

-11.66%

-13.15%

-19.49%

-20.11%

Compound average
return over 3 years
(p.a)

2.14%

-6.52%

-8.86%

-9.53%

 

 

  Cash Fixed
Interest 
 
 Superannuation       
Fund
Allocated  
Pension 
Superannuation      
Fund
Allocated   
Pension

 30 June 10

 3.91%

 4.67%

 13.23%

 16.22%

30 June 09

2.87%

3.27%

4.24%

4.13%

30June 08

4.51%

6.73%

4.89%

7.19%

Compound average
return over 3 years
(p.a)

3.76%

4.88%

7.38%

9.06%