PERFORMANCE
Our investment strategy has always been to deliver consistent returns. As we constantly remind our members, superannuation is about long term investing and we have been doing this consistently well over 21 years.
Returns since 1992/1993 are:
The more recent performance history of each investment option is shown below:
Investment Options Net Crediting Rates (%)
Accumulation Fund
|
Investment Option
|
2008/ 2009
|
3 year
average^
|
5 year
average^
|
YTD May
2009/2010*
(11 months)
|
Estimated Interim
Index Based
Crediting Rates**
|
| |
|
|
|
|
|
|
| |
|
|
|
|
June
|
YTD June
|
| Cash Option |
4.30
|
5.52
|
5.45
|
2.59
|
TBA
|
|
| Conservative Option |
-1.50
|
2.92
|
5.37
|
6.35
|
|
|
| Balanced Option |
-9.55
|
1.14
|
5.79
|
9.44
|
|
|
| Growth Option |
-15.20
|
-2.01
|
4.45
|
11.33
|
|
|
| Australian Shares Option |
-14.00
|
0.15
|
9.62
|
15.26
|
|
|
| High Growth Option |
-16.00
|
N/A
|
N/A
|
10.78
|
|
|
^To 30 June 2009 *Financial year to date from 1 July 2009. **Estimated interim rates are estimated but not declared rates.
Figures are net of fees, charges and taxes. Past performance is not a reliable indicator of future performance.
It is helpful to be aware of competitive investment returns. A comparison of default fund returns is provided by Selecting Super. SuperRatings have rated the Club Plus Balanced Option a "Top 10 Returns" fund.
Investment returns for the Club Plus Pension are also available.
Latest news
: The Club Plus Balanced Option has recently been rated as the number 1 performing balanced fund for the 3 years to end August 2009. Here's the proof.