Latest performance

Latest Performance

The rates quoted below are net of fees and taxes.

Superannuation Accounts Performance to 30 September 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

3.97%

8.09%

9.27%

7.95%

8.80%

MyWASuper *#

3.99%

7.49%

8.24%

6.65%

6.46%

Diversified Conservative

4.19%

6.37%

6.65%

5.11%

4.05%

Australian Shares+

 

7.38%

9.63%

7.28%

8.15%

Global Shares^

 

12.99%

16.95%

11.98%

17.54%

Sustainable Future

2.34%

7.59%

10.59%

8.23%

12.43%

Property & Infrastructure

2.33%

6.78%

7.97%

7.93%

5.15%

Bonds**

5.53%

5.36%

4.03%

3.12%

2.12%

Cash

3.92%

3.36%

2.80%

2.27%

1.53%

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 September 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.55%

9.25%

10.50%

8.85%

9.67%

Diversified Moderate

4.58%

8.59%

9.35%

7.42%

7.20%

Diversified Conservative

4.86%

7.42%

7.68%

5.84%

4.52%

Australian Shares+

 

8.73%

10.97%

7.90%

8.98%

Global Shares^

 

14.44%

18.86%

13.18%

19.16%

Sustainable Future

3.22%

8.99%

12.06%

9.19%

13.60%

Property & Infrastructure

2.46%

7.52%

8.75%

8.78%

5.67%

Bonds**

6.52%

6.42%

4.89%

3.75%

2.38%

Cash

4.54%

3.95%

3.29%

2.66%

1.78%

 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.