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Pension investment options & performance
Please refer to the notes below the table for further information.
| Investment options (select the option below for more information) | 3 year avg (% p.a) |
|---|---|
| Capital Guaranteed | 3.36 |
| Capital Stable | 5.57 |
| Conservative Balanced | 5.12 |
| Balanced | 4.50 |
| Sustainable Balanced | 2.88 |
| Growth | 3.49 |
| Alternative Growth | 4.62 |
| Capital Secure | 4.70 |
| Fixed Interest | 8.55 |
| Direct Property | -0.05 |
| Australian Shares | 2.51 |
| Overseas Shares | 3.05 |
| Last updated 30 June 2011 |
The returns shown above may differ from your actual returns. Where a 10-year average is not reported, it's because the option has existed for less than 10 years. Net returns will appear in your annual statement. Find out how CareSuper calculates investment returns here.
| Investment options (select the option below for more information) |
2010 - 2011 (% p.a) |
2009 - 2010 (% p.a) |
2008 - 2009 (% p.a) |
2007 - 2008 (% p.a) |
|---|---|---|---|---|
| Capital Guaranteed | 3.3 | 2.8 | 4.0 | 6.6 |
| Capital Stable | 9.1 | 10.5 | -2.4 | -0.6 |
| Conservative Balanced | 10.0 | 10.8 | -4.7 | -3.3 |
| Balanced | 11.5 | 11.6 | -8.3 | -6.5 |
| Sustainable Balanced | 10.9 | 10.8 | -11.4 | -8.0 |
| Growth | 12.0 | 11.7 | -11.4 | -10.5 |
| Alternative Growth | 13.0 | 11.1 | -8.8 | -6.0 |
| Capital Secure | 5.7 | 4.7 | 3.7 | 5.2 |
| Fixed Interest | 8.1 | 12.8 | 4.9 | 6.3 |
| Direct Property | 9.7 | 5.1 | -13.4 | 10.2 |
| Australian Shares | 13.2 | 13.4 | -16.1 | -15.8 |
| Overseas Shares | 9.6 | 10.8 | -9.9 | -18.2 |
| Last updated 30 June 2011 | ||||
The returns shown above may differ from your actual returns. Net returns will appear in your annual statement. Find out how CareSuper calculates investment returns here.
| Investment options (select the option below for more information) |
Apr '11 (%) |
May '11 (%) |
Jun '11 (%) |
Jul '11 (%) |
Aug '11 (%) |
Sep '11 (%) |
Oct '11 (%) |
Nov '11 (%) |
Dec '11 (%) |
Jan '12 (%) |
Feb '12 (%) |
Mar '12 (%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Guaranteed | 0.32 | 0.29 | 0.27 | 0.31 | 0.31 | 0.29 | 0.2 | 0.22 | 0.17 | 0.18 | 0.14 | 0.15 |
| Capital Stable | 0.33 | 0.33 | 0.06 | -0.17 | -0.38 | -0.42 | 1.3 | 0.16 | 0.48 | 1.37 | 1.32 | 1.41 |
| Conservative Balanced | 0.20 | 0.13 | -0.08 | -0.67 | -1.06 | -0.91 | 1.9 | -0.11 | 0.31 | 1.83 | 1.69 | 1.79 |
| Balanced | -0.02 | -0.20 | -0.18 | -1.40 | -1.98 | -1.60 | 2.8 | -0.60 | 0.15 | 2.48 | 2.07 | 2.09 |
| Sustainable Balanced | 0.21 | -0.16 | -0.47 | -1.88 | -1.10 | -1.39 | 2.8 | -0.58 | 0.32 | 2.17 | 1.69 | 2.03 |
| Growth | -0.25 | -0.47 | -0.53 | -2.03 | -2.67 | -2.43 | 3.4 | -0.88 | -0.27 | 2.97 | 2.74 | 2.57 |
| Alternative Growth | 0.17 | -0.28 | 0.08 | -1.25 | -2.30 | -1.74 | 2.4 | -0.47 | 0.29 | 2.15 | 2.17 | 2.45 |
| Capital Secure | 0.47 | 0.44 | 0.51 | 0.46 | 0.37 | 0.43 | 0.5 | 0.38 | 0.39 | 0.44 | 0.43 | 0.41 |
| Fixed Interest | 0.78 | 1.21 | 0.28 | 1.25 | 1.76 | 1.02 | -0.1 | 0.94 | 1.21 | 0.79 | 0.63 | 0.80 |
| Direct Property | 0.48 | 0.49 | 1.46 | 0.48 | 0.55 | 1.09 | 0.4 | 0.39 | 1.52 | 0.46 | 0.49 | 0.84 |
| Australian Shares | -0.76 | -1.81 | -0.96 | -3.82 | -1.85 | -5.20 | 6.9 | -3.08 | -0.97 | 4.84 | 2.48 | 1.39 |
| Overseas Shares | -0.48 | 0.07 | -1.55 | -2.60 | -6.12 | -1.85 | 3.7 | -0.01 | -0.94 | 3.24 | 4.13 | 4.92 |
The returns shown above may differ from your actual returns. Net returns will appear in your annual statement. Find out how CareSuper calculates investment returns here.
| Investment options (select the option below for more information) | Estimate Financial Year to Date 2011-2012 (%) |
|---|---|
| Capital Guaranteed | 2.17 |
| Capital Stable | 5.64 |
| Conservative Balanced | 4.93 |
| Balanced | 3.61 |
| Sustainable Balanced | 3.90 |
| Growth | 2.26 |
| Alternative Growth | 3.11 |
| Capital Secure | 4.42 |
| Fixed Interest | 10.84 |
| Direct Property | 6.12 |
| Australian Shares | -0.86 |
| Overseas Shares | 1.41 |
| Effective 16 May 2012 |
The returns shown above may differ from your actual returns. To obtain your current account balance, you can log in to your account via MemberOnline and view a benefit quote. Net returns will appear in your annual statement. Find out how CareSuper calculates investment returns here.
| Investment options (select the option below for more information) | Buy prices ($) | Sell prices ($) |
|---|---|---|
| Capital Guaranteed | 1.0003 | 1.0003 |
| Capital Stable | 0.9987 |
0.9973
|
| Conservative Balanced | 0.9964 |
0.9944
|
| Balanced | 0.9938 | 0.9914 |
| Sustainable Balanced | 0.9934 |
0.9899
|
| Alternative Growth | 0.9949 | 0.9915 |
| Growth | 0.9902 | 0.9872 |
| Capital Secure | 1.0009 |
1.0009
|
| Fixed Interest | 1.0047 | 1.0047 |
| Direct Property | 1.0055 | 0.9944 |
| Australian Shares | 0.9796 |
0.9773
|
| Overseas Shares | 0.9854 |
0.9825
|
|
Effective 16 May 2012
|
||
Each investment option has two prices: a buy price and a sell price. A buy price is the price applied when you invest in an investment option. A sell price is the price applied when you withdraw money from an investment option. The sell price will be used to calculate your account balance. All net investment returns are reflected in the sell price of each investment option. Find out how CareSuper calculates investment returns here.
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Before acting on this advice you should determine if it is appropriate for you. Before acquiring a product, first read its Product Disclosure Statement. Some products and services offered on this website are provided by third parties. The Trustee is not responsible for the products or services, views or actions of these third parties. Terms and conditions may apply which should be obtained from the third parties direct. The Trustee does not accept liability if loss or damage is incurred from the acquisition of third party products or services. Past performance is not a true indicator of future performance.
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