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.

_{*The 5 year and since inception figures are rolling returns as at 30 June 2007.}

PreMixed Investment Options

DIY Mix Investment Options

Return is not annualised where the option has less than twelve months of performance history.

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: The historical return information provided is an estimate only of the rates that would have applied if the AustralianSuper Pension had previously been available. It is based on the assumptions outlined below.}

1. ^{Returns quoted have been reduced only for the cost of investing (investment fees).} 
2. ^{Returns within AustralianSuper Pension are tax-free.} 
3. ^{Historical returns have therefore been calculated by taking the declared investment returns for each option within the Accumulation Division and adding back an estimate for the tax payable.} 
4. ^{The tax rate applicable to each investment option for the 2006/07 financial year has also been used when calculating estimated historical returns for previous years for each investment option.}

<sup>The calculated investment returns were prepared by the AustralianSuper Investment Department. Past performance is not an indication of future returns. The AustralianSuper Pension is available from 1 January 2008. In calculating historical return information for AustralianSuper we have combined return information from previous ARF and STA investment options. Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the returns have been asset weighted across both options on a monthly basis, where possible.

Please note that the asset allocations displayed on this site are as at 30 June 2007. The Trustee of AustralianSuper may change its asset allocations at any time.</sup>