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

DIY Mix Investment Options

Benchmarks

• High Growth SR50 Growth (77-90) Index
• Balanced SR50 Balanced (60-76) Index
• Sustainable Balanced SR50 Balanced (60-76) Index
• Stable SR50 Capital Stable (20-40) Index
• 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

Methodology
AustralianSuper returns are after fees and taxes and benchmark returns are adjusted for fees and taxes. The 1 year, 3 year, 5 year and since inception figures, where they appear, are rolling returns as at 30 June 2010.

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.