Investment returns
Listed below is a history for the past seven financial years showing our returns for each investment option.
Please note: 2009-2010 returns are interim and subject to change.
|
Financial Year Returns |
||||||||
| Option | Account | 2009-2010 |
2008-2009 |
2007-2008 |
2006-2007 |
2005-2006 |
2004-2005 |
2003-2004 |
| Aggressive | Super | 11.6% |
-12.1% |
-12.2% |
25.0% |
17.7% |
16.3% |
16.1% |
| Pension | 13.4% |
-13.8% |
-13.3% |
26.9% |
19.4% |
18.0% |
16.1% |
|
| Moderately aggressive | Super | 10.8% |
-10.7% |
-9.4% |
22.6% |
15.9% |
15.0% |
13.8% |
| Pension | 12.6% |
-12.2% |
-10.3% |
24.4% |
17.3% |
16.9% |
13.8% |
|
| Balanced | Super | 8.6% |
-9.9% |
-6.4% |
21.0% |
15.3% |
14.3% |
11.8% |
| Pension | 10.1% |
-11.4% |
-7.1% |
22.5% |
17.1% |
16.2% |
11.8% |
|
| Moderately conservative | Super | 9.0% |
-6.0% |
-3.9% |
16.4% |
11.3% |
11.0% |
10.2% |
| Pension | 10.4% |
-6.8% |
-4.6% |
17.8% |
13.0% |
12.3% |
10.2% |
|
| Conservative | Super | 7.6% |
-3.3% |
2.3% |
12.2% |
8.8% |
9.3% |
5.9% |
| Pension | 8.5% |
-3.6% |
2.7% |
13.3% |
10.0% |
10.6% |
5.9% |
|
| Australian shares | Super | 13.5% |
-12.2% |
-13.0% |
30.7% |
22.6% |
26.3% |
22.0% |
| Pension | 14.7% |
-12.6% |
-13.9% |
31.9% |
23.7% |
27.8% |
22.0% |
|
| Overseas shares | Super | 8.7% |
-10.0% |
-19.1% |
20.0% |
12.9% |
8.3% |
14.3% |
| Pension | 11.6% |
-13.0% |
-22.1% |
23.8% |
14.7% |
8.4% |
14.3% |
|
| Property | Super | 8.1% |
-12.1% |
7.0% |
16.2% |
12.4% |
13.4% |
10.8% |
| Pension | 9.1% |
-13.4% |
7.6% |
15.4% |
14.0% |
13.4% |
10.8% |
|
| Fixed interest | Super | 4.8% |
6.2% |
0.3% |
4.4% |
3.0% |
7.7% |
3.3% |
| Pension | 5.5% |
7.2% |
0.3% |
5.1% |
3.7% |
9.0% |
3.3% |
|
| Cash | Super | 3.6% |
4.9% |
5.9% |
5.4% |
4.7% |
5.2% |
5.9% |
| Pension | 4.1% |
5.6% |
6.8% |
6.2% |
5.4% |
5.7% |
5.9% |
|
Superannuation is a long term investment because the majority of us can’t touch our super for quite a long time, so it is advisable to consider returns over the long term.
To help you take a long term view, below we have listed the 3 year, 5 year, and where applicable the 7 year and 10 year averages for each option.
|
As at 30 June 2010 |
|||||
| Option | Account |
3yrs (pa) |
5yrs (pa) |
7yrs (pa) |
10yrs (pa) |
| Aggressive | Super |
-4.92% |
4.74% |
7.93% |
4.59% |
| Pension |
-5.46% |
5.09% |
n/a |
n/a |
|
| Moderately aggressive | Super |
-3.66% |
4.85% |
7.52% |
n/a |
| Pension |
-4.00% |
5.33% |
n/a |
n/a |
|
| Balanced | Super |
-2.98% |
4.92% |
7.21% |
5.38% |
| Pension |
-3.32% |
5.44% |
n/a |
n/a |
|
| Moderately conservative | Super |
-0.62% |
4.89% |
6.51% |
n/a |
| Pension |
-0.71% |
5.50% |
n/a |
n/a |
|
| Conservative | Super |
2.01% |
5.30% |
5.96% |
n/a |
| Pension |
2.31% |
6.03% |
n/a |
n/a |
|
| Australian shares | Super |
-4.72% |
6.70% |
11.45% |
n/a |
| Pension |
-4.87% |
7.09% |
n/a |
n/a |
|
| Overseas shares | Super |
-7.58% |
1.31% |
4.10% |
n/a |
| Pension |
-8.96% |
1.16% |
n/a |
n/a |
|
| Property | Super |
0.46% |
5.72% |
7.55% |
n/a |
| Pension |
0.46% |
6.28% |
n/a |
n/a |
|
| Fixed interest | Super |
3.62% |
3.64% |
4.16% |
n/a |
| Pension |
4.17% |
4.24% |
n/a |
n/a |
|
| Cash | Super |
4.66% |
4.82% |
5.07% |
4.88% |
| Pension |
5.40% |
5.57% |
n/a |
n/a |
|
