Rates of return give you a recent and longer term perspective of how each option has performed. It is important to remember that past performance should not be taken as an indication of future performance. Analyse returns in relation to the performance of the market as a whole to get the big picture.

Super SA Select commenced on 1 January 2013.
Super SA Select is a taxed fund and reports its investment earnings after tax.

 

Rates of returns to 30 April 2017
net of investment fees and tax.
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
Balanced* 1.2 4.0 9.4 10.8 7.4 n.a n.a
Cash* 0.1 0.4 1.4 1.7 2.0 n.a n.a

* Option introduced 1 January 2013.