Latest performance

Latest Performance

The rates quoted below are net of fees and taxes.

Superannuation Accounts Performance to 30 April 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.22%

8.20%

9.15%

7.98%

10.86%

My WA Super *

4.20%

7.56%

8.32%

6.85%

7.93%

Diversified Conservative

4.31%

6.48%

6.88%

5.47%

5.10%

Australian Shares+

 

7.07%

10.18%

7.18%

15.66%

Global Shares^

 

11.72%

16.56%

13.08%

17.69%

Sustainable Future

3.12%

6.67%

10.49%

7.74%

15.58%

Property and Infrastructure

2.82%

6.55%

7.81%

8.20%

4.63%

Bonds**

5.01%

5.69%

4.54%

3.49%

3.33%

Cash

4.07%

3.60%

3.05%

2.51%

1.70%

Performance rates contained in the tables above are the Funds "Declared Rates".  Members who have payments from the Fund will have a mixture of "Declared" and "Interim" rates applied to their payment.

Please refer to the Product Disclosure Statement or contact the Fund for additional information.

* Members wholly in the Diversified Moderate option as at 31 October 2013 were transferred to the My WA Super option on 1 November 2013.  Historical rates shown here refer to the predecessor (Diversified Moderate) option prior to 1 November 2013.

# Members in the Diversified Moderate Option were transferred to My WA Super Option as of 21 November 2016. The Diversified Moderate Option is closed for Superannuation Members.

+ The Australian Shares option was renamed on 21 November 2016 from Australian Listed Equities. Members in the Australian Listed & Private Equities option were transferred on 21 November 2016 to the Australian Shares option.

^ Global Shares option was renamed on 21 November 2016 from Global Listed Equities. Members in the Global Listed & Private Equities option were transferred on 21 November 2016 to the Australian Shares option. 

** Investment option name change from ‘Bonds and Yield’ to ‘Bonds’ effective 2 June 2016.

The rates quoted below are net of fees and taxes.

Retirement Solutions - Income Stream Performance to 30 April 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.79%

9.37%

10.41%

8.86%

11.92%

Diversified Moderate

4.81%

8.69%

9.51%

7.69%

8.90%

Diversified Conservative

4.99%

7.56%

8.01%

6.29%

5.88%

Australian Shares+

 

8.47%

11.69%

7.82%

17.12%

Global Shares^

 

13.00%

18.48%

14.50%

18.99%

Sustainable Future

4.10%

8.07%

12.05%

8.70%

17.13%

Property and Infrastructure

3.11%

7.40%

8.75%

9.11%

5.33%

Bonds**

5.89%

6.82%

5.52%

4.23%

3.95%

Cash

4.69%

4.21%

3.56%

2.94%

1.98%

Performance rates contained in the tables above are the Funds "Declared Rates". Members who have payments from the Fund will have a mixture of "Declared" and "Interim" rates applied to their payment.

Please refer to the Product Disclosure Statement or contact the Fund for additional information.

+The Australian Shares option was renamed on 21 November 2016 from Australian Listed Equities. Members in the Australian Listed & Private Equities option were transferred on 21 November 2016 to the Australian Shares option.

^ Global Shares option was renamed on 21 November 2016 from Global Listed Equities. Members in the Global Listed & Private Equities option were transferred on 21 November 2016 to the Australian Shares option. 

** Investment option name change from ‘Bonds and Yield’ to ‘Bonds’ effective 2 June 2016.