Latest performance

Latest Performance

The rates quoted below are net of fees and taxes.

Superannuation Accounts Performance to 31 July 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

3.92%

8.11%

9.18%

7.35%

6.67%

My WA Super *

3.98%

7.58%

8.42%

6.33%

5.11%

Diversified Conservative

4.20%

6.45%

6.91%

5.05%

3.40%

Australian Shares+

 

7.86%

10.43%

5.70%

6.97%

Global Shares^

 

12.31%

17.67%

12.92%

14.43%

Sustainable Future

2.89%

7.71%

11.21%

6.74%

10.33%

Property and Infrastructure

2.43%

6.71%

8.03%

7.88%

3.31%

Bonds

5.55%

5.57%

4.25%

3.33%

2.40%

Cash

3.98%

3.44%

2.89%

2.36%

1.58%

 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 July 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.34%

9.69%

10.60%

8.87%

11.20%

Diversified Moderate

4.47%

9.05%

9.79%

7.56%

8.30%

Diversified Conservative

4.83%

7.68%

8.17%

6.09%

5.35%

Australian Shares+

 

9.90%

12.74%

7.51%

13.92%

Global Shares^

 

13.78%

19.33%

14.20%

18.20%

Sustainable Future

3.68%

9.77%

13.53%

8.63%

16.23%

Property and Infrastructure

2.46%

7.47%

8.85%

9.03%

4.73%

Bonds**

6.55%

6.66%

5.28%

4.04%

3.32%

Cash

4.64%

4.08%

3.45%

2.83%

1.88%

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.