Latest performance

Latest Performance

The rates quoted below are net of fees and taxes.

Superannuation Accounts Performance to 31 August 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

3.93%

8.29%

9.23%

7.32%

7.50%

My WA Super *#

4.00%

7.71%

8.34%

6.27%

5.64%

Diversified Conservative

4.21%

6.47%

6.79%

4.96%

3.74%

Australian Shares +

 

8.06%

10.06%

5.58%

8.70%

Global Shares ^

 

12.76%

16.98%

12.75%

14.19%

Sustainable Future

2.82%

8.12%

10.87%

6.62%

12.00%

Property and Infrastructure

2.46%

6.77%

7.99%

7.84%

5.47%

Bonds

5.54%

5.38%

4.18%

3.17%

2.33%

Cash

3.95%

3.40%

2.85%

2.32%

1.56%

 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 31 August 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.50%

9.49%

10.46%

8.13%

8.21%

Diversified Moderate

4.59%

8.85%

9.46%

7.03%

6.27%

Diversified Conservative

4.89%

7.54%

7.84%

5.68%

4.16%

Australian Shares +

 

9.48%

11.48%

5.97%

9.59%

Global Shares ^

 

14.19%

18.91%

14.07%

15.47%

Sustainable Future

3.77%

9.57%

12.38%

7.38%

13.10%

Property and Infrastructure

2.61%

7.51%

8.78%

8.66%

6.02%

Bonds

6.53%

6.44%

5.08%

3.85%

2.62%

Cash

4.57%

4.00%

3.35%

2.72%

1.81%

 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.