Investment performance for super

Swipe / scroll table to see more data

How we’ve performed over time

as at 31 March 2018
Investment option 1 year % p.a. 3 years % p.a. 5 years % p.a. 6 years % p.a. 7 years % p.a. 10 years % p.a.
Glidepath1 (our lifecycle option)
– Take-Off stage 10.8% n/a n/a  n/a  n/a n/a
– Altitude stage 9.3% n/a n/a  n/a  n/a n/a
– Cruising stage 8.6% n/a n/a  n/a  n/a n/a
– Destination stage 7.7% n/a n/a  n/a  n/a n/a
Aggressive 10.8% 6.5% 9.4% 9.8% 8.2% 5.8%
Growth 9.3% 5.5% 7.8% 8.2% 7.2% 5.4%
Balanced 7.7% 4.4% 6.5% 6.9% 6.3% 5.3%
Conservative 6.0% 3.6% 4.8% 5.2% 5.1% 4.8%
Cash 1.6% 1.7% 1.9% 2.1% 2.4% 2.9%
 

How we’ve performed against our objectives

as at 31 December 2017
Investment option Return objective Actual return % p.a. Return objective % p.a. Difference % p.a.
Glidepath1
– Take-Off stage CPI + 5% p.a. over 10 years 11.6% (1 yr return) 6.9% +4.7%
– Altitude stage CPI + 4% p.a. over 7 years 10.1% (1 yr return) 5.9% +4.2%
– Cruising stage CPI + 3.5% p.a. over 6 years  9.1% (1 yr return) 5.4% +3.7%
– Destination stage CPI + 3% p.a. over 5 years 7.6% (1 yr return) 4.9% +2.7%
Aggressive CPI + 5% p.a. over 10 years 4.8% (10 yr return p.a.) 6.9% -2.1%
Growth CPI + 4% p.a. over 7 years 7.4% (7 yr return p.a.) 6.1% +1.3%
Balanced CPI + 3% p.a. over 5 years 7.0% (5 yr return p.a.) 5.2% +1.8%
Conservative CPI + 2% p.a. over 3 years 4.2% (3 yr return p.a.) 3.9% +0.3%
Cash Bloomberg AusBond Bank Bill Index over 1 year 1.6% (1 yr return p.a.) 1.5% +0.1%
1 Glidepath was established on 1 October 2015 so one year returns are shown.

Weekly credited interest rates

Download weekly credited interest rates (CIRs) in an Excel sheet below or as a PDF.

Archived returns

Download historical returns for our super options.

Important information

The returns shown are the compound average annual returns, net of tax and investment fees. These may differ slightly from individual returns which are calculated and compounded weekly. The actual investment return for your super account will depend on the period of time you were invested in an investment option, and the timing of transactions in and out of your account. Past performance is not a reliable indicator of future performance.