Transition to Retirement Solutions
Download the latest performance here or see below for a more in depth-look.
Transition to Retirement Solutions - Month to date returns to 30 June 2020
WA Super are temporarily giving additional return information, month to date returns will be updated weekly. These returns are estimates only and not finalised June figures.
|Investment Option||Returns month to date|
|Diversified High Growth||1.24|
|Property & Infrastructure||0.55|
Transition to Retirement – Monthly Actual Net Earnings Rates to 31 May 2020
|Diversified High Growth||3.02||1.58||-0.33||1.01||0.25||2.35||0.04||1.80||-3.53||-8.37||2.52||3.11|
|Property & Infrastructure||1.22||0.73||0.76||0.78||0.31||0.29||0.42||0.95||-1.86||-5.15||-5.53||1.41|
Transition to Retirement – Rolling Returns to 31 May 2020
|Investment option||FYTD net earnings||Rolling 1 year||Rolling 3 year||Rolling 5 year||Rolling 7 year||Rolling 10 year|
|Diversified High Growth||-0.13||2.89||5.95||5.87||8.47||8.80|
|Property & Infrastructure||-6.97||-5.84||2.03||3.81||6.54||5.87|
Transition to Retirement – Return v Objective to 31 May 2020
Transition to Retirement – Financial year returns at 30 June 2019
|Diversified High Growth||12.61||3.04||11.20||11.97||8.23|
|Property & Infrastructure||10.18||12.30||4.73||6.03||7.97|
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 WA Super’s "Declared Rates". Members who have payments from WA Super will have a mixture of "Declared" and “Interim" rates applied to their payment. Please contact us for additional information.
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 firstname.lastname@example.org.
‘Australian Shares’ was called Australian Listed Equities before 21 November 2016.
‘Global Shares’ was called Global Listed Equities before 21 November 2016.
‘Bonds’ was called Bonds and Yield before 2 June 2016.