Investment Returns
Pension Funds
Pension Funds - Growth   Super Funds  

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PENSION FUNDS - CONSERVATIVE GROWTH RISK PROFILE (21 - 40%)
Net returns for periods to 31 December 2013
Investment Option  Asset Consultant Growth
Assets
3 Months    1 Year 3 Years 5 Years 7 Years Standard
Deviation
% %   Rank % pa Rank % pa Rank % pa Rank % pa Rank 5 yrs
% pa
AMP FD Conservative Towers Watson 32.0 2.8 (9) 10.2 (9) 7.7 (19) 8.3 (10) 4.6 (20) 2.9
Aon Moderate Aon 30.0 2.3 (23) 10.3 (7) 9.1 (1) 9.2 (4) 5.2 (12) 3.7
Asgard SMA Defensive Advance 30.0 1.6 (28) 5.7 (28) 6.5 (28) 7.7 (21) 5.6 (10) 3.5
Auscoal Stable Mercer 40.0 2.6 (12) 8.9 (24) 8.2 (12) 9.1 (6) 6.1 (5) 3.1
Aust Catholic & Ret Conservative Towers Watson 30.0 3.1 (2) 10.0 (13) 7.3 (25) 7.7 (20) 5.2 (14) 2.9
AustralianSuper Stable Frontier / JANA 30.5 2.6 (11) 10.1 (12) 8.2 (11) 8.3 (11) - - 2.8
CareSuper Capital Stable JANA 35.0 3.0 (5) 11.3 (2) 8.9 (2) 9.2 (5) - - 2.9
Catholic Super Conservative JANA 25.0 2.7 (10) 10.7 (5) 7.9 (13) 8.0 (17) 6.1 (4) 2.5
CBUS Conservative Frontier 29.5 2.4 (21) 10.2 (11) 8.2 (10) - - - - -
CFS FirstChoice Conservative Mercer 30.0 2.6 (13) 9.5 (18) 8.3 (9) 9.3 (3) 6.0 (6) 3.6
FSS (NSW) Capital Guarded JANA 30.0 2.2 (25) 9.1 (21) 7.3 (24) 7.4 (22) 5.6 (9) 2.4
GESB Conservative Mercer 30.0 2.4 (17) 9.3 (20) 7.4 (22) 7.8 (19) 5.1 (16) 3.0
HOSTPLUS Capital Stable JANA 30.0 2.1 (26) 9.8 (14) 8.5 (6) - - - - -
LUCRF Conservative Towers Watson 30.0 2.5 (15) 9.6 (16) 7.8 (14) - - - - -
Maritime Super Conservative JANA 30.0 2.3 (24) 10.3 (8) 7.7 (17) 8.2 (13) 5.1 (15) 2.7
Media Super Stable Frontier 31.0 2.4 (18) 9.0 (23) 6.6 (27) 7.2 (25) 4.9 (19) 2.7
Mercer Conservative Growth Mercer 26.0 1.7 (27) 6.9 (27) 6.7 (26) 7.3 (24) 4.5 (21) 3.2
MLC Horizon 2 MLC 30.0 2.6 (14) 10.2 (10) 7.7 (18) 8.1 (16) 5.0 (18) 2.9
NGS Super Defensive JANA 32.0 3.0 (4) 10.7 (4) 7.8 (15) 8.7 (8) 5.6 (8) 3.1
QSuper Moderate Towers Watson 36.0 2.4 (20) 9.3 (19) 7.8 (16) 7.8 (18) 5.4 (11) 3.2
RBF Tasmania Conservative Growth JANA 28.5 2.4 (22) 10.4 (6) 8.7 (3) 9.5 (1) 6.5 (1) 3.1
REST Capital Stable JANA 35.0 3.1 (3) 11.2 (3) 8.7 (4) 8.8 (7) 6.4 (2) 2.4
Russell Conservative Russell 31.5 2.4 (16) 8.4 (26) 7.3 (23) 8.6 (9) - - 3.7
Sunsuper Conservative Mercer 25.0 3.0 (6) 9.6 (17) 7.6 (20) 8.2 (12) 5.9 (7) 2.6
Super SA Conservative Russell/TW 38.5 2.8 (8) 8.9 (25) 8.4 (8) 9.4 (2) 5.1 (17) 3.1
Tasplan ST Defensive Mercer 30.0 2.9 (7) 9.0 (22) 7.4 (21) 8.1 (15) - - 3.0
UniSuper Capital Stable UniSuper 30.0 2.4 (19) 9.8 (15) 8.5 (7) 8.2 (14) 6.1 (3) 2.9
VicSuper Capital Stable Frontier 40.0 3.5 (1) 12.7 (1) 8.7 (5) 7.4 (23) 5.2 (13) 3.5
Number of Options 28 28 28 25 21 25
Upper Quartile 31.6 2.8 10.3 8.4 8.8 6.0 3.2
Median 30.0 2.5 9.8 7.8 8.2 5.4 3.0
Lower Quartile 30.0 2.4 9.1 7.4 7.8 5.1 2.8
Notes:
1. Returns are expressed net of investment fees
2. We define growth and conservative growth portfolios as having growth assets of >60% <=80% and >=20%<=40% respectively
3. Standard deviation represents the historical volatility of investment performance
4. The Asset Consultant typically provides advice in relation to asset allocation policies, portfolio construction and manager selection for the fund's multi-manager options
 
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