Latest performance

Latest Performance

The rates quoted below are net of fees and taxes.

Superannuation Accounts Performance to 28 February 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.12%

8.07%

8.68%

6.78%

9.92%

My WA Super *

4.17%

7.53%

8.02%

6.07%

7.34%

Diversified Conservative

4.30%

6.43%

6.71%

5.08%

4.89%

Australian Shares+

 

7.03%

9.76%

6.28%

19.28%

Global Shares^

 

11.20%

16.22%

10.39%

13.43%

Sustainable Future

3.29%

6.65%

10.11%

7.09%

17.15%

Property and Infrastructure

2.71%

6.28%

7.40%

7.96%

5.20%

Bonds**

4.97%

5.68%

4.61%

3.50%

3.89%

Cash

4.12%

3.68%

3.16%

2.60%

1.85%

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 28 February 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.69%

9.25%

9.89%

7.57%

10.89%

Diversified Moderate

4.78%

8.67%

9.16%

6.82%

8.03%

Diversified Conservative

4.98%

7.52%

7.82%

5.88%

5.65%

Australian Shares+

 

8.43%

11.26%

6.90%

21.17%

Global Shares^

 

12.45%

18.13%

11.57%

14.34%

Sustainable Future

4.31%

8.05%

11.67%

8.04%

18.99%

Property and Infrastructure

2.99%

7.11%

8.30%

8.87%

5.97%

Bonds**

5.85%

6.81%

5.61%

4.24%

4.59%

Cash

4.75%

4.30%

3.69%

3.05%

2.16%

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.