Quarterly and annual returns to 30 September 2018 (super accounts)
- Annual return
- Quarterly return
Past performance is not a guarantee of future performance.
The results were especially good after taking risk into account – which means we were able to create strong returns without cutting corners. This safety first approach is an important pillar of the investment philosophy that has delivered positive results for members’ money through all of the ups and downs of the last 10 years.
How we achieved these results
Investing across a range of asset classes
If you’re a keen investor, you probably know that diversification – spreading your money across different investment types – is the single best tool for managing risk and smoothing out returns. That’s why we build your super portfolio from a diverse range of assets, including investments like private equity, infrastructure, commercial property, agriculture and timberland that can be hard to access successfully as a private investor.
This quarter, global shares and private equity were our best performing asset classes, returning 6.0% and 5.5% respectively, in just three months.
Making quality choices
We’re very selective about the investments we choose for our members – and the ones we avoid. We focus on quality investments with all the features for lasting success. For example, we look for companies that have high margins and low debt, because they’re in the best position to survive a downturn and beat the competition over the long-term.
Successful investing is about setting the right course for the future, staying calm during the market’s ups and downs, and taking advantage of the opportunities they bring.
Members saw the benefits of that approach this quarter, with notable results from private equity investments that have been years in the making – results we expect to continue.
Braced and ready for turbulence
Market watchers will know that things have become rockier since the end of September, with some noticeable ups and downs on local and global share markets. However, it’s important to put those fluctuations in perspective. History shows that a drop of 5%–10% is not uncommon, especially in a market that has risen so far and so quickly. Rest assured that we’re braced for any further turbulence, with a long-term strategy designed to deliver strong returns across the investment cycle.