Investment Returns
Pension Funds
Pension Funds - Conservative Growth   Super Funds  

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PENSION FUNDS - GROWTH RISK PROFILE (61 - 80%)
Net returns for periods to 31 December 2012
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 Balanced Towers Watson 73.0 3.9 (17) 14.1 (22) 5.7 (23) 0.5 (24) 3.5 (20) 10.2
Aon Balanced Aon 70.0 4.0 (15) 15.5 (5) 5.0 (29) 0.4 (26) 2.7 (25) 10.8
Asgard SMA Balanced Advance 70.0 3.9 (16) 14.5 (17) 5.8 (22) 1.7 (12) 4.3 (11) 9.5
Auscoal Growth Mercer 80.0 4.0 (13) 14.0 (25) 7.5 (2) 2.3 (7) 5.2 (6) 9.0
Aust Catholic Super & Ret Balanced Russell 75.0 3.7 (23) 11.5 (33) 4.5 (32) 0.3 (28) 3.1 (23) 8.3
AustralianSuper Balanced Frontier/JANA 69.0 4.4 (5) 14.6 (13) 6.7 (8) 1.9 (10) - - 7.7
CareSuper Balanced JANA 76.0 4.1 (9) 15.4 (7) 7.4 (3) 2.8 (3) - - 7.8
Catholic Super Balanced JANA 70.0 3.5 (27) 12.9 (31) 6.0 (19) 1.8 (11) 5.6 (2) 8.2
Catholic Super Mod Aggressive JANA 80.0 4.0 (12) 14.1 (24) 5.9 (21) 1.6 (15) 5.5 (4) 9.9
CBUS Growth Frontier 76.0 4.1 (11) 14.5 (18) 6.2 (13) - - - - -
CFS FirstChoice Growth Mercer 80.0 4.7 (2) 17.4 (1) 6.1 (17) 0.9 (19) 4.2 (13) 12.5
Equipsuper Balanced Growth JANA 70.0 4.0 (14) 14.8 (11) 6.2 (12) 2.3 (6) 5.2 (5) 8.4
FSS (NSW) Diversified JANA 70.0 3.4 (28) 13.7 (28) 6.2 (15) 2.2 (8) 4.9 (9) 8.0
GESB Growth Mercer 75.0 3.7 (21) 14.1 (21) 5.6 (25) 0.6 (23) 3.7 (18) 10.5
HOSTPLUS Balanced JANA 76.0 5.3 (1) 15.0 (10) 6.9 (5) - - - - -
Maritime Super Balanced JANA 70.0 3.5 (26) 13.3 (29) 6.2 (11) 0.5 (25) 3.5 (21) 8.0
Media Super Balanced Frontier 69.0 3.8 (18) 12.9 (30) 4.9 (31) 0.0 (29) 3.4 (22) 7.7
Media Super Growth Frontier 79.5 4.6 (3) 14.2 (20) 3.9 (33) -1.2 (31) 2.9 (24) 9.3
Mercer Growth Mercer 68.0 3.4 (29) 15.4 (6) 5.3 (26) 0.8 (20) 3.7 (19) 10.6
Mercer Growth Plus Mercer 66.5 3.2 (32) 15.1 (9) 5.3 (27) 0.7 (22) - - 11.2
MLC Balanced MLC 70.0 3.8 (19) 15.2 (8) 6.2 (14) 1.3 (16) 3.9 (15) 10.7
MLC Horizon 4 MLC 70.0 3.5 (25) 14.6 (14) 6.1 (18) 1.3 (17) 3.9 (16) 10.6
NGS Super Diversified JANA 70.0 3.6 (24) 12.2 (32) 5.0 (30) 1.6 (14) 4.9 (8) 8.7
QSuper Balanced Towers Watson 72.0 2.2 (33) 14.7 (12) 7.9 (1) 3.5 (2) 5.6 (1) 9.0
REST Core JANA 75.0 4.4 (6) 16.2 (3) 6.9 (6) 3.7 (1) - - 7.7
REST Diversified JANA 80.0 4.6 (4) 16.1 (4) 6.6 (9) 2.7 (5) 5.5 (3) 8.1
Russell Balanced Russell 72.0 3.3 (31) 14.1 (23) 5.0 (28) 0.8 (21) - - 10.8
Sunsuper Balanced Mercer 71.0 4.2 (8) 14.6 (16) 5.9 (20) 1.7 (13) 4.6 (10) 7.9
Sunsuper Growth Mercer 80.0 4.3 (7) 14.4 (19) 5.7 (24) -0.2 (30) 3.7 (17) 8.6
Super SA Balanced Russell/TW 70.0 3.4 (30) 13.8 (27) 7.1 (4) 1.2 (18) 4.3 (12) 9.5
Super SA Growth Russell/TW 80.0 3.7 (20) 14.6 (15) 6.7 (7) 0.3 (27) 4.1 (14) 10.7
Tasplan Balanced Mercer 70.0 4.1 (10) 14.0 (26) 6.1 (16) 2.7 (4) - - 8.1
UniSuper Balanced UniSuper 70.0 3.7 (22) 17.0 (2) 6.4 (10) 2.2 (9) 4.9 (7) 8.4
Number of Options 33 33 33 31 25 31
Upper Quartile 76.0 4.1 15.1 6.6 2.2 4.9 10.6
Median 71.0 3.9 14.5 6.1 1.3 4.2 9.0
Lower Quartile 70.0 3.5 14.0 5.6 0.6 3.7 8.1
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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