Returns for Standard Investment Options:
Pension Accounts
Returns are shown for each of the investment options for our Pension accounts.
The investment returns published are net returns after the deduction of relevant fees and costs.
The tax free treatment of investment returns on pension assets is reflected in these returns being different to our Accumulation accounts.
Health Super calculates returns daily and compounds them monthly, based on declared investment returns (and interim investment returns).
Compounded average returns are shown over a three and five-year period to June 30 where available. This helps you see the long term returns consistent with the long term nature of super.
Remember: past performance is not a reliable indicator of future performance and returns can be both positive and negative.
| Long-Term Growth | Medium-Term Growth | Balanced | Short-Term Cons. | Stopover | |
| 2009/2010 financial year | 13.05 | 12.58 | 12.30 | 10.43 | 4.44 |
|---|---|---|---|---|---|
|
3-year average (as at 30 June 2010) |
-4.44 | -1.48 | 1.20 | 3.53 | 5.87 |
|
5-year average (as at 30 June 2010) |
4.64 | 5.20 | 5.38 | 5.42 | 5.95 |
| Year-to-date1 | 3.08 | 2.47 | 1.83 | 1.23 | 0.43 |
| Jul 2010 % | 3.08 | 2.47 | 1.83 | 1.23 | 0.43 |
| Jun 2010 % | -1.83 | -1.05 | -0.41 | 0.09 | 0.39 |
| May 2010 % | -3.83 | -2.69 | -1.65 | -0.69 | 0.41 |
| Apr 2010 % | 0.29 | 0.56 | 0.77 | 0.80 | 0.37 |
| Mar 2010 % | 3.71 | 2.90 | 2.20 | 1.47 | 0.38 |
| Feb 2010 % | 1.41 | 1.17 | 0.90 | 0.67 | 0.35 |
| Jan 2010 % | -2.87 | -1.68 | -0.63 | 0.11 | 0.37 |
| Dec 2009 % | 3.20 | 2.23 | 1.35 | 0.68 | 0.39 |
| Nov 2009 % | 1.53 | 1.54 | 1.54 | 1.30 | 0.34 |
| Oct 2009 % | -1.08 | -0.53 | -0.08 | 0.30 | 0.33 |
|
Sep 2009 % |
3.19 | 2.59 | 2.08 | 1.42 | 0.30 |
|
Aug 2009 % |
4.16 | 3.33 | 2.72 | 1.90 | 0.41 |
1. Year-to-date figure is based on compounded monthly returns for the financial year starting 1 July 2010.
Returns for SRI Options:
Pension Accounts
Remember: past performance is not a reliable indicator of future performance and returns can be both positive and negative.
| Long-Term Growth | Medium-Term Growth | Balanced | Short-Term Cons. | |
| 2009/2010 financial year | 11.55 | 11.54 | 11.61 | 10.09 |
|---|---|---|---|---|
|
3-year average (as at 30 June 2010) |
-3.12 | -0.61 | 1.77 | 3.78 |
|
5-year average (as at 30 June 2010) |
4.36 | 4.92 | 5.15 | 5.24 |
| Year-to-date1 | 2.73 | 2.22 | 1.66 | 1.13 |
| Jul 2010 % | 2.73 | 2.22 | 1.66 | 1.13 |
| Jun 2010 % | -1.94 | -1.13 | -0.46 | 0.06 |
| May 2010 % | -3.97 | -2.79 | -1.73 | -0.73 |
| Apr 2010 % | 0.03 | 0.37 | 0.64 | 0.73 |
| Mar 2010 % | 4.06 | 3.15 | 2.37 | 1.56 |
| Feb 2010 % | 1.17 | 1.00 | 0.78 | 0.61 |
| Jan 2010 % | -2.34 | -1.31 | -0.38 | 0.25 |
| Dec 2009 % | 3.38 | 2.35 | 1.44 | 0.73 |
| Nov 2009 % | 1.40 | 1.45 | 1.48 | 1.27 |
| Oct 2009 % | -1.64 | -0.91 | -0.34 | 0.17 |
|
Sep 2009 % |
2.99 | 2.45 | 1.99 | 1.37 |
|
Aug 2009 % |
3.83 | 3.10 | 2.56 | 1.83 |
1. Year-to-date figure is based on compounded monthly returns for the financial year starting 1 July 2010.
