Yearly rates of return

Yearly rates of return

Rates of return give you a recent and longer term perspective of how each investment option has performed.  Although it’s not a reliable indicator of future performance, an understanding of past performance can help when analysing your investment options.

One of the most important concepts to consider when making an investment decision is that of risk and return. All investments, including super, have some level of risk.

The expected range of annual return outcomes also provides an indication of risk. This varies between each scheme and investment option. Generally, options with the highest potential long-term returns also come with the widest range of returns including the possibility of negative returns. Options with the lowest potential long-term returns come with the narrowest range of returns and the greatest likelihood of positive returns.

Members should be aware capital losses are possible, depending on the investment option(s) chosen and their performance over time. Fluctuations in investment markets will have on-going impacts on performance. This volatility is a normal part of investing and can occur with money you may have in other super funds, the share market, and other types of investment. To learn more. read the latest market commentary here.

Yearly returns listed below are to 30 June.

Understanding investments and performance

Here you’ll find all the information you need to develop a better understanding where your money goes and how to grow your super. Super is a long term investment and it’s important that you know how it works so that you can make the right investment choices.

The information shown on this website is general information only. We haven’t considered your needs or objectives when providing the information. You should assess your own financial situation and needs and read the relevant Product Disclosure Statement before deciding about products on this website.

Talk to us

Click below to speak to our friendly Member Services team.