Historical returns
Track your investment option see how it has performed over the long-term. Remember past performance is not necessarily an indication of future performance, as returns can be volatile.
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See the historical returns for each investment option
Below are the investment earnings you have received on your Health Super account. They can be either positive or negative and can depend on many things including the way you’ve chosen to invest your Health Super account.
If you haven’t made an investment choice, your money will be invested according to our Lifecycle Default Strategy, that’s based on your age.
Accumulation accounts - Standard investment options
|
|
2003-
04*%
|
2004-
05^%
|
2005-
06^%
|
2006-
07^%
|
2007-
08^%
|
3-year
compound
average
(%p.a.)#
|
5-year
compound
average
(%p.a.)#
|
10-year
compound
average
(%p.a.)#
|
| Long-Term Growth |
14.00 |
15.46 |
17.10 |
17.88 |
-8.12 |
8.25 |
10.79 |
7.19 |
| Medium-Term Growth |
11.02 |
14.21 |
13.82 |
14.33 |
-4.86 |
7.38 |
9.44 |
6.76 |
| Balanced |
8.29 |
12.50 |
10.04 |
10.77 |
-1.55 |
6.27 |
7.89 |
n/a |
| Short-Term Conservative |
6.18 |
10.45 |
6.54 |
7.70 |
1.78 |
5.31 |
6.49 |
5.63 |
| Stopover |
5.15 |
5.70 |
5.06 |
5.23 |
6.39 |
5.56 |
5.50 |
5.25 |
Accumulation accounts - Socially Responsible Investment options
|
|
2003-
04*%
|
2004-
05^%
|
2005-
06^%
|
2006-
07^%
|
2007-
08^%
|
3-year
compound
average
(%p.a.)#
|
5-year
compound
average
(%p.a.)#
|
10-year
compound
average
(%p.a.)#
|
| Long-Term Growth |
11.49 |
10.02 |
15.08 |
14.00 |
-10.18 |
5.62 |
7.64 |
n/a |
| Medium-Term Growth |
9.16 |
10.29 |
12.38 |
11.56 |
-6.40 |
5.48 |
7.16 |
n/a |
| Balanced |
7.09 |
9.82 |
9.07 |
8.93 |
-2.65 |
4.97 |
6.35 |
n/a |
| Short-Term Conservative |
5.53 |
8.94 |
6.00 |
6.67 |
1.14 |
4.58 |
5.63 |
n/a |
Health Super Pension accounts - Standard investment options
| |
2003-
04*%
|
2004-
05^%
|
2005-
06^%
|
2006-
07^%
|
2007-
08^%
|
3-year
compound
average
(%p.a.)#
|
5-year
compound
average
(%p.a.)#
|
10-year
compound
average
(%p.a.)#
|
| Long-Term Growth |
15.73 |
17.55 |
19.40 |
20.39 |
-8.29 |
9.65 |
12.39 |
7.70 |
| Medium-Term Growth |
12.44 |
16.15 |
15.79 |
16.37 |
-4.75 |
8.67 |
10.88 |
7.43 |
| Balanced |
9.98 |
14.23 |
11.59 |
12.33 |
-1.12 |
7.42 |
9.26 |
n/a |
| Short-Term Conservative |
8.22 |
11.91 |
7.68 |
8.93 |
2.55 |
6.35 |
7.81 |
6.49 |
| Stopover |
5.80 |
6.40 |
5.73 |
6.43 |
7.66 |
6.60 |
6.40 |
6.23 |
Health Super Pension accounts - Socially Responsible Investment options
|
|
2003-
04*%
|
2004-
05^%
|
2005-
06^%
|
2006-
07^%
|
2007-
08^%
|
3-year
compound
average
(%p.a.)#
|
5-year
compound
average
(%p.a.)#
|
10-year
compound
average
(%p.a.)#
|
| Long-Term Growth |
12.90 |
11.32 |
17.14 |
16.19 |
-11.23 |
6.51 |
8.71 |
n/a |
| Medium-Term Growth |
10.26 |
11.66 |
14.17 |
13.40 |
-6.97 |
6.40 |
8.20 |
n/a |
| Balanced |
8.57 |
11.16 |
10.51 |
10.36 |
-2.70 |
5.87 |
7.45 |
n/a |
| Short-Term Conservative |
7.82 |
10.18 |
7.08 |
7.83 |
1.63 |
5.48 |
6.87 |
n/a |
* Returns for 2003/04 were calculated on the last day of each quarter and allocated on the first day of the following quarter.
^ Returns for 2004/05, 2005/06, 2006/07 and 2007/08 were calculated monthly and allocated on the first day of the following month.
# 3,5 and 10-year returns are to 30 June 2008.
Assumptions:
1. Investment returns are net returns after the deduction of relevant fees, cost and taxes. They have been calculated daily and compounded monthly. Returns can be positive or negative.
Defined Benefit account
For more information, including monthly returns, refer to your annual Benefit Statement. If you have an earnings-linked portion to your Defined Benefit or Deferred Benefit account the Fund Earning Rate for the year ending 30 June 2008 was 0.39%.
