Latest performance
Latest Performance
The rates quoted below are net of fees and taxes.
|
Super Solutions Accounts Performance to 31 July 2018 |
|||||
|
Investment Option |
Rolling 10 Year |
Rolling 7 Year |
Rolling 5 Year |
Rolling 3 Year |
Rolling 1 Year |
|
Diversified High Growth |
5.95% |
8.60% |
8.90% |
6.95% |
12.12% |
|
MyWASuper ^ |
5.26% |
7.71% |
7.43% |
5.56% |
8.69% |
|
Diversified Conservative |
4.69% |
6.36% |
5.82% |
4.13% |
5.68% |
|
Australian Shares# |
6.62% |
9.42% |
8.96% |
8.15% |
13.51% |
|
Global Shares+ |
9.14% |
15.40% |
13.56% |
9.48% |
18.30% |
|
Sustainable Future* |
5.68% |
9.19% |
8.86% |
6.67% |
10.55% |
|
Property & Infrastructure |
2.57% |
6.89% |
8.09% |
6.27% |
6.32% |
|
Bonds** |
5.41% |
4.86% |
3.58% |
2.80% |
2.16% |
|
Cash |
3.56% |
2.96% |
2.38% |
1.85% |
1.52% |
|
Retirement Solutions - Income Stream Performance to 31 July 2018 |
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|
Investment Option |
Rolling 10 Year |
Rolling 7 Year |
Rolling 5 Year |
Rolling 3 Year |
Rolling 1 Year |
|
Diversified High Growth |
6.80% |
9.78% |
9.98% |
7.69% |
13.48% |
|
Diversified Moderate |
6.02% |
8.78% |
8.31% |
6.26% |
9.58% |
|
Diversified Conservative |
5.44% |
7.37% |
6.66% |
4.71% |
6.37% |
|
Australian Shares# |
7.93% |
10.87% |
10.07% |
8.86% |
15.07% |
|
Global Shares+ |
9.93% |
17.08% |
14.94% |
10.12% |
19.91% |
|
Sustainable Future* |
6.84% |
10.47% |
9.79% |
6.90% |
10.68% |
|
Property & Infrastructure |
2.73% |
7.60% |
9.03% |
7.02% |
7.00% |
|
Bonds** |
6.41% |
5.83% |
4.25% |
3.30% |
2.49% |
|
Cash |
4.14% |
3.48% |
2.80% |
2.17% |
1.79% |
|
Retirement Solutions - Transitional Income Stream Performance to 31 July 2018 |
|||||
|
Investment Option |
Rolling 10 Year |
Rolling 7 Year |
Rolling 5 Year |
Rolling 3 Year |
Rolling 1 Year |
|
Diversified High Growth |
6.67% |
9.59% |
9.72% |
7.26% |
12.12% |
|
Diversified Moderate |
5.93% |
8.65% |
8.13% |
5.95% |
8.69% |
|
Diversified Conservative |
5.37% |
7.27% |
6.51% |
4.48% |
5.68% |
|
Australian Shares# |
7.78% |
10.64% |
9.76% |
8.36% |
13.51% |
|
Global Shares+ |
9.78% |
16.85% |
14.63% |
9.62% |
18.30% |
|
Sustainable Future* |
6.82% |
10.44% |
9.76% |
6.84% |
10.55% |
|
Property & Infrastructure |
2.67% |
7.50% |
8.89% |
6.79% |
6.32% |
|
Bonds** |
6.38% |
5.78% |
4.18% |
3.19% |
2.16% |
|
Cash |
4.12% |
3.44% |
2.74% |
2.07% |
1.52% |
* The Sustainable Future option was relaunched on 1 December 2017. From this date, the investment option’s asset allocation changed from it being invested only in Australian Equities to being diversified. This change reduced the option’s risk rating, and is likely to reduce its return on investment going forward. Therefore, these returns cannot be used to predict future performance of this option or be compared against other investment options with similar investment objectives or asset allocations. However, if you wish to seek historical returns prior to 1 December 2017 for the Sustainable Future option, please review our latest annual report or email us at info@wasuper.com.au.
^The MyWASuper option commenced on 1 November 2013 and returns before this date refer to the predecessor product, Diversified Moderate. On 21 November 2016, the Diversified Moderate option was closed to Super Solution members and all monies in it were transferred to MyWASuper.
# Called Australian Listed Equities before 21 November 2016.
+ Called Global Listed Equities before 21 November 2016.
** Called Bonds and Yield before 2 June 2016.
Note:
The monthly earnings are the net (positive or negative) earnings for that month.
These performance rates are not guaranteed. Past performance is not a reliable indicator of future performance.
Performance rates contained in the tables above are the Fund’s "Declared Rates". Members who have payments from the Fund will have a mixture of "Declared" and “Interim" rates applied to their payment. Please contact the Fund for additional information.