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Yearly rates of return
Rates of return give you a recent and longer term perspective of how each investment option has performed and although it’s not a reliable indicator of future performance, an understanding of past performance can help when analysing your investment options.
Analyse returns in relation to the performance of the market as a whole to get the big picture.
Super SA Select yearly rates of return less fees to 30 June 2020
| Year | Balanced | Cash |
|---|---|---|
| 2019-20 | -0.4% | 0.8% |
| 2018-19 | 7.06% | 1.71% |
| 2017-18 | 7.76% | 1.59% |
| 2016-17 | 9.5% | 1.6% |
| 2015-16 | 3.3% | 1.9% |
| 2014-15 | 8.1% | 2.3% |
| 2013-14 | 11.5% | 2.4% |
| 2012-13* | 4.9% | 1.3% |
*Super SA Select commenced on 1 January 2013
Super SA Select is a taxed fund and reports its investment earnings after tax.
Please note, these returns may differ from that reported by Funds SA due to differential year end cut off timeframe.