Transition to Retirement Solutions

Latest performance

Download the latest performance here or see below for a more in depth-look. 

Transition to Retirement Solutions - Month to date returns to 27 March 2020

WA Super are temporarily giving additional return information, month to date returns will be updated weekly.

Investment Option Returns month to date
Diversified High Growth -9.38
MyWASuper -6.75
Diversified Conservative -5.30
Sustainable Future -11.44
Australian Shares -22.73
Global Shares -10.76
Property & Infrastructure -5.20
Bonds -3.56
Cash 0.02

 

Transition to Retirement – Monthly Actual Net Earnings Rates to 29 February 2020

Investment option Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20
Diversified High Growth 1.21 2.16 -1.32 3.02 1.58 -0.33 1.01 0.25 2.35 0.04 1.80 -3.53
Diversified Moderate 1.23 1.46 -0.48 2.21 1.29 0.12 0.60 0.17 1.62 -0.13 1.67 -2.15
Diversified Conservative 1.20 0.89 0.16 1.58 0.97 0.36 0.36 0.16 1.01 -0.19 1.41 -1.25
Sustainable Future 1.36 1.00 0.04 2.86 0.81 0.76 0.83 0.28 1.77 0.09 2.07 -2.12
Australian Shares -0.06 2.69 1.27 2.74 2.68 -2.09 2.29 -0.34 3.58 -1.58 3.89 -6.99
Global Shares 1.88 3.63 -4.05 5.42 1.56 -0.91 1.46 0.82 3.57 0.98 1.09 -5.27
Property & Infrastructure 1.55 0.23 0.34 1.22 0.73 0.76 0.78 0.31 0.29 0.42 0.95 -1.86
Bonds 1.40 0.17 1.41 1.00 0.71 0.81 -0.01 0.17 0.33 -0.48 1.43 0.03
Cash 0.15 0.14 0.14 0.12 0.12 0.10 0.08 0.08 0.06 0.06 0.06 0.05

Transition to Retirement – Rolling Returns to 29 February 2020

Investment option YTD net earnings Rolling 1 year Rolling 3 year Rolling 5 year Rolling 7 year Rolling 10 year
Diversified High Growth 3.10 8.38 8.97 6.87 9.41 9.16
Diversified Moderate 3.17 7.78 7.32 5.98 8.06 8.26
Diversified Conservative 2.84 6.83 5.76 4.88 6.69 6.99
Sustainable Future 4.54 10.12 8.67 6.45 8.94 8.24
Australian Shares 0.97 7.80 8.44 6.21 8.25 8.43
Global Shares 3.10 10.10 12.25 9.67 15.79 12.39
Property & Infrastructure 2.38 5.83 6.70 6.17 8.20 6.99
Bonds 3.02 7.19 4.69 4.10 4.74 6.17
Cash 0.63 1.17 1.47 1.96 2.55 3.45

Transition to Retirement – Return v Objective to 29 February 2020

1 year

1 year Retirement Solutions TTR Return v objective graph 29 February 2020

3 year

3 year Retirement Solutions TTR Return v objective graph 29 February 2020

5 year

5 year Retirement Solutions TTR Return v objective graph 29 February 2020

7 year

7 year Retirement Solutions TTR Return v objective graph 29 February 2020

 

Transition to Retirement – Financial year returns at 30 June 2019

Investment option 2014/15 2015/16 2016/17 2017/18 2018/19
Diversified High Growth 12.61 3.04 11.20 11.97 8.23
Diversified Moderate 10.62 3.86 8.30 8.61 7.26
Diversified Conservative 8.89 4.10 5.35 5.66 6.65
Sustainable Future 10.44 -0.14 16.23 9.46 8.48
Australian Shares 6.70 2.24 13.92 14.20 8.62
Global Shares 25.44 0.44 18.20 17.40 10.90
Property & Infrastructure 10.18 12.30 4.73 6.03 7.97
Bonds 4.35 4.45 3.32 2.37 7.04
Cash 3.67 2.96 1.88 1.76 1.68

Notes:

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 info@wasuper.com.au.

‘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.

 

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