Latest performance

Latest Performance

The rates quoted below are net of fees and taxes.

Superannuation Accounts Performance to 31 May 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.13%

8.81%

9.57%

8.22%

9.02%

My WA Super *

4.13%

8.10%

8.75%

6.99%

6.84%

Diversified Conservative

4.27%

6.72%

7.22%

5.52%

4.75%

Australian Shares+

 

7.87%

11.12%

6.22%

10.01%

Global Shares^

 

12.11%

17.63%

13.67%

14.84%

Sustainable Future

2.61%

7.59%

11.55%

6.73%

9.15%

Property and Infrastructure

2.79%

6.69%

8.11%

8.31%

5.27%

Bonds**

5.05%

5.75%

4.48%

3.53%

3.85%

Cash

4.04%

3.56%

3.00%

2.47%

1.66%

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 May 2017

Investment Option

Rolling 10 Year

Rolling 7 Year

Rolling 5 Year

Rolling 3 Year

Rolling 1 Year

Diversified High Growth

4.68%

10.04%

10.81%

9.10%

9.85%

Diversified Moderate

4.72%

9.29%

9.93%

7.84%

7.66%

Diversified Conservative

4.95%

7.83%

8.36%

6.34%

5.48%

Australian Shares+

 

9.30%

12.69%

6.71%

10.82%

Global Shares^

 

13.41%

19.66%

15.13%

15.86%

Sustainable Future

3.53%

9.03%

13.19%

7.56%

9.94%

Property and Infrastructure

3.07%

7.55%

9.08%

9.22%

6.02%

Bonds**

5.94%

6.89%

5.48%

4.29%

4.54%

Cash

4.67%

4.17%

3.51%

2.89%

1.93%

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.