Latest performance

Latest Performance

The rates quoted below are net of fees and taxes.

Superannuation Accounts Performance to 31 March 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.24%

7.89%

8.73%

7.45%

9.50%

My WA Super *

4.23%

7.33%

8.06%

6.49%

7.04%

Diversified Conservative

4.34%

6.38%

6.74%

5.30%

4.66%

Australian Shares+

 

6.68%

10.16%

7.26%

17.70%

Global Shares^

 

11.00%

15.42%

12.18%

16.32%

Sustainable Future

3.27%

6.26%

10.56%

8.02%

16.63%

Property and Infrastructure

2.82%

6.37%

7.59%

8.20%

4.49%

Bonds**

5.01%

5.72%

4.58%

3.45%

3.24%

Cash

4.10%

3.64%

3.10%

2.56%

1.75%

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 March 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.82%

9.02%

9.95%

8.29%

10.41%

Diversified Moderate

4.85%

8.43%

9.21%

7.28%

7.96%

Diversified Conservative

5.03%

7.45%

7.85%

6.11%

5.38%

Australian Shares+

 

8.06%

11.69%

7.95%

19.39%

Global Shares^

 

12.19%

17.21%

13.53%

17.50%

Sustainable Future

4.27%

7.63%

12.14%

9.04%

18.34%

Property and Infrastructure

3.12%

7.20%

8.50%

9.13%

5.18%

Bonds**

5.90%

6.86%

5.56%

4.17%

3.84%

Cash

4.72%

4.26%

3.63%

3.00%

2.04%

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.