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Performance

AustralianSuper provides members with a range of investment options to suit everyone, as well as good long-term investment performance.

Please note that the returns quoted are net of fees.

PreMixed Investment Options

  6 months to 31.12.09 1 year to 31.12.09 3 year to 31.12.09 pa 5 year to 31.12.09 pa
   
AustralianSuper Benchmark
AustralianSuper Benchmark
AustralianSuper Benchmark
AustralianSuper Benchmark
High Growth
15.47% 16.56%
15.61% 19.40%
-1.15% -2.79%
5.83% 4.75%
Balanced
13.47% 13.99%
12.35% 15.86%
0.65% -1.05%
6.48% 5.23%
Sustainable Balanced
16.32% 13.99%
15.98% 15.86%
-0.50% -1.05%
5.14% 5.23%
Conservative Balanced
11.32% 11.53%
10.62% 14.12%
N/A N/A
N/A N/A
Stable
8.76% 8.18%
8.72% 10.05%
4.20% 2.40%
6.34% 5.21%
Capital Guaranteed
1.27% 1.20%
2.39% 2.50%
4.38% 4.58%
4.61% 4.57%

DIY Mix Investment Options

  6 months to 31.12.09 1 year to 31.12.09 3 year to 31.12.09 pa 5 year to 31.12.09 pa
   
AustralianSuper Benchmark
AustralianSuper Benchmark
AustralianSuper Benchmark
AustralianSuper Benchmark
Australian Shares
27.01% 25.51%
41.48% 37.15%
2.04% -1.21%
9.02% 7.86%
International Shares
12.22% 10.07%
10.93% 2.73%
-8.19% -9.60%
1.18% -0.58%
Australian Sustainable Shares
41.56% 25.27%
66.38% 36.66%
2.12% -1.69%
9.59% 7.37%
International Sustainable Shares
8.99% 6.80%
1.36% -2.66%
-10.77% -11.51%
-2.66% -2.34%
Property
-0.96% -0.89%
-13.93% -9.59%
-0.58% 2.64%
5.13% 7.74%
Australian Fixed Interest
2.88% 2.65%
3.08% 1.47%
4.75% 6.23%
5.03% 5.41%
International Fixed Interest
2.69% 3.12%
4.43% 3.45%
1.59% 7.67%
3.38% 6.75%
Diversified Fixed Interest
4.84% 3.72%
8.06% 2.41%
5.23% 6.90%
5.21% 6.03%
Cash
1.82% 1.60%
3.56% 3.31%
5.64% 5.76%
5.83% 5.75%

PLEASE NOTE: Returns that include periods prior to January 2008 are provided for information purposes only. These returns have been calculated based on
(1) The actual returns of the AustralianSuper Pension options for the 12 months to 31 December 2009; and
(2) An estimate of the returns that would have applied for those options for periods before 1 Janaury 2008 if the AustralianSuper Pension had been available at that time. These estimated returns have been calculated by adjusting the declared returns for each option within AustralianSuper's accumulation division to allow for tax and franking credit differences . Where the period begins prior to June 2006, the estimated returns are based in part on the combined returns for AustralianSuper's two predecessor funds, ARF and STA.
Superratings medians are not available for a 6 month time period. For those premixed options which use a Superratings median as a benchmark, the 6 month figure has been calculated based on the individual months medians for January to June 2009.
Benchmarks
High Growth SuperRatings Median Growth Option
Balanced SuperRatings Median Balanced Option
Sustainable Balanced SuperRatings Median Balanced Option
Stable SuperRatings Median Stable Option
Capital Guaranteed [70% UBSA Composite All Maturities Bond Index + 30% UBSA Bank Bill Index] adjusted for fees and tax
Australian Shares S&P/ASX300 Accumulation Index adjusted for fees and tax
International Shares MSCI AC World ex Australia (in $A) Index adjusted for fees and tax
Australian Sustainable Shares S&P/ASX300 Accumulation Index adjusted for fees and tax
International Sustainable Shares MSCI AC World ex Australia (in $A) Index adjusted for fees and tax
Property Mercer Unlisted Property Index adjusted for fees and tax
Australian Fixed Interest UBSA Composite All Maturities Bond Index adjusted for fees and tax
Diversified Fixed Interest [50% UBSA Composite All Maturities Bond Index + 50% Citigroup WGB Hedged Index] adjusted for fees and tax
International Fixed Interest Citigroup WGB Hedged Index adjusted for fees and tax
Cash UBSA Bank Bill Index adjusted for fees and tax
Steel Growth SuperRatings Median Growth Option
Steel Balanced SuperRatings Median Balanced Option
Western Power Balanced SuperRatings Median Stable Option
Western Power Shares [55% S&P/ASX 300 Accumulation Index + 45% MSCI AC World ex Australia (in $A) Index] adjusted for fees and tax
Bosch Diversified SuperRatings Median Balanced Option
Bosch Conservative SuperRatings Median Stable Option
Bosch Shares [60% S&P/ASX300 Accumulation Index + 40% MSCI AC World ex Australia (in $A) Index] adjusted for fees and tax
Bosch Cash Plus UBSA Bank Bill Index adjusted for fees and tax

PLEASE NOTE: Returns that include periods prior to January 2008 are provided for information purposes only. These returns have been calculated based on
(1) The actual returns of the AustralianSuper Pension options from 1 January 2008; and
(2) An estimate of the returns that would have applied for those options for periods before 1 January 2008 if the AustralianSuper Pension had been available at that time. These estimated returns have been calculated by adjusting the declared returns for each option within AustralianSuper's accumulation division to allow for tax and franking credit differences . Where the period begins prior to June 2006, the estimated returns are based in part on the combined returns for AustralianSuper's two predecessor funds, ARF and STA.


In calculating historical return information we have combined return information from previous ARF and STA investment options. Where only one of the merging funds previously offered an equivalent option in the new product suite, the returns of that option have been used. Where both funds offered the equivalent option, the returns have been asset weighted across both options on a monthly basis, where possible. Investment returns are not guaranteed as all investments carry some risk. Past performance is not an indication of future performance.

The Strategic Asset Allocation (SAA) and other information shown in this section is current as at 1 November 2009. The Trustee may alter the strategic asset allocation or the composition of individual asset classes from time to time to suit prevailing market circumstances.


* AustralianSuper returns are after fees and taxes and benchmark returns are adjusted for fees and taxes.