Super Funds - Growth
Media Release - Super Funds Returns
Pension Funds
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Print
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|
% |
% |
Rank |
% pa |
Rank |
% pa |
Rank |
% pa |
Rank |
% pa |
Rank |
% pa |
Rank |
5 yrs
% pa |
|
|
Accountants Super Stable
|
Towers Watson
|
29.5
|
1.6
|
(46)
|
8.0
|
(39)
|
6.8
|
(4)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
AMP FD Conservative
|
Towers Watson
|
32.0
|
1.9
|
(36)
|
7.9
|
(43)
|
5.2
|
(45)
|
2.8
|
(45)
|
3.9
|
(40)
|
-
|
-
|
4.3
|
|
AMP RIL Conservative
|
Towers Watson
|
27.0
|
2.4
|
(8)
|
9.4
|
(18)
|
5.5
|
(40)
|
3.9
|
(20)
|
4.8
|
(23)
|
-
|
-
|
3.2
|
|
Aon Capital Stable
|
Aon
|
30.0
|
2.2
|
(22)
|
10.6
|
(2)
|
6.2
|
(18)
|
3.4
|
(28)
|
4.3
|
(31)
|
5.6
|
(24)
|
4.8
|
|
Asgard SMA Defensive
|
Advance/TW
|
30.0
|
2.3
|
(15)
|
9.8
|
(10)
|
6.3
|
(15)
|
4.9
|
(2)
|
5.4
|
(6)
|
6.1
|
(12)
|
3.8
|
|
Auscoal Stable
|
Mercer
|
40.0
|
2.3
|
(19)
|
9.0
|
(21)
|
6.6
|
(5)
|
4.0
|
(17)
|
5.0
|
(19)
|
6.3
|
(8)
|
4.0
|
|
Aust Catholic Super & Ret Conservative
|
Russell
|
30.0
|
2.2
|
(23)
|
7.8
|
(45)
|
5.0
|
(47)
|
3.8
|
(22)
|
4.6
|
(29)
|
-
|
-
|
3.4
|
|
AustralianSuper Stable
|
Frontier/JANA
|
30.5
|
2.4
|
(13)
|
9.6
|
(14)
|
6.6
|
(8)
|
4.6
|
(5)
|
5.5
|
(3)
|
6.4
|
(4)
|
3.1
|
|
AustSafe Capital Stable
|
JANA
|
32.0
|
2.4
|
(14)
|
8.7
|
(30)
|
5.7
|
(32)
|
3.2
|
(37)
|
4.7
|
(24)
|
5.6
|
(23)
|
4.2
|
|
AXA SD Secure
|
ipac
|
30.0
|
2.1
|
(30)
|
10.0
|
(7)
|
6.1
|
(19)
|
3.7
|
(24)
|
4.3
|
(30)
|
5.3
|
(28)
|
4.3
|
|
BT MM Conservative
|
Advance/TW
|
30.0
|
2.3
|
(16)
|
10.3
|
(4)
|
6.1
|
(21)
|
3.2
|
(38)
|
3.7
|
(43)
|
4.9
|
(34)
|
5.6
|
|
BT Super For Life 1940s Lifestage
|
Advance/TW
|
37.0
|
2.3
|
(17)
|
9.8
|
(8)
|
5.7
|
(34)
|
2.4
|
(48)
|
-
|
-
|
-
|
-
|
6.5
|
|
BUSS (Q) Defensive
|
Frontier
|
38.0
|
2.2
|
(24)
|
7.2
|
(51)
|
6.4
|
(13)
|
3.1
|
(42)
|
5.1
|
(17)
|
-
|
-
|
3.4
|
|
CareSuper Capital Stable
|
JANA
|
35.0
|
2.4
|
(10)
|
9.7
|
(11)
|
6.6
|
(6)
|
4.2
|
(14)
|
5.2
|
(14)
|
6.5
|
(3)
|
3.6
|
|
Catholic Super Conservative
|
JANA
|
25.0
|
2.0
|
(33)
|
8.2
|
(36)
|
5.9
|
(28)
|
3.6
|
(25)
|
5.5
|
(4)
|
-
|
-
|
3.3
|
|
CBUS Conservative
|
Frontier
|
29.5
|
2.1
|
(26)
|
8.8
|
(28)
|
6.1
|
(22)
|
4.2
|
(12)
|
5.4
|
(5)
|
6.4
|
(5)
|
2.7
|
|
CFS FirstChoice Conservative
|
Mercer
|
30.0
|
2.1
|
(25)
|
10.2
|
(5)
|
6.0
|
(24)
|
4.1
|
(16)
|
4.9
|
(20)
|
5.6
|
(22)
|
4.9
|
|
Commonwealth Bank Group Super Mix 30
|
Towers Watson
|
30.0
|
1.9
|
(35)
|
8.9
|
(23)
|
7.4
|
(1)
|
5.4
|
(1)
|
6.0
|
(1)
|
6.7
|
(1)
|
3.5
|
|
EISS Capital Guarded
|
Mercer
|
30.0
|
1.3
|
(50)
|
8.1
|
(38)
|
6.0
|
(23)
|
3.3
|
(30)
|
3.9
|
(39)
|
5.0
|
(33)
|
4.0
|
|
Equipsuper Conservative
|
JANA
|
30.0
|
2.0
|
(32)
|
8.9
|
(24)
|
6.4
|
(11)
|
4.8
|
(3)
|
5.3
|
(8)
|
6.2
|
(10)
|
2.6
|
|
ESSSuper Conservative
|
Towers Watson
|
35.0
|
1.5
|
(47)
|
7.9
|
(42)
|
5.9
|
(30)
|
4.2
|
(13)
|
5.1
|
(18)
|
-
|
-
|
2.3
|
|
FSS (NSW) Capital Guarded
|
JANA
|
30.0
|
1.6
|
(41)
|
7.3
|
(50)
|
5.0
|
(48)
|
3.8
|
(23)
|
4.6
|
(27)
|
5.8
|
(18)
|
2.8
|
|
GESB Super Conservative
|
Mercer
|
35.0
|
2.1
|
(31)
|
8.7
|
(29)
|
6.0
|
(25)
|
3.6
|
(27)
|
-
|
-
|
-
|
-
|
4.6
|
|
HESTA Conservative
|
Frontier
|
34.0
|
2.1
|
(28)
|
8.7
|
(31)
|
5.5
|
(39)
|
3.3
|
(33)
|
4.6
|
(26)
|
5.9
|
(17)
|
3.6
|
|
HOSTPLUS Capital Stable
|
JANA
|
30.0
|
2.5
|
(3)
|
8.8
|
(26)
|
7.2
|
(2)
|
4.6
|
(4)
|
5.6
|
(2)
|
6.5
|
(2)
|
2.8
|
|
Intrust Super Stable
|
JANA
|
30.0
|
1.7
|
(39)
|
8.9
|
(22)
|
5.9
|
(29)
|
4.0
|
(19)
|
4.9
|
(21)
|
5.7
|
(19)
|
3.1
|
|
IOOF MultiMix Conservative
|
Russell
|
30.0
|
2.5
|
(6)
|
10.0
|
(6)
|
5.6
|
(35)
|
3.1
|
(40)
|
4.1
|
(36)
|
5.3
|
(30)
|
4.2
|
|
JANA Conservative
|
JANA
|
30.0
|
1.9
|
(34)
|
8.8
|
(27)
|
6.0
|
(26)
|
4.1
|
(15)
|
5.2
|
(13)
|
5.9
|
(16)
|
2.8
|
|
Legal Super Conservative
|
JANA
|
35.0
|
2.4
|
(11)
|
8.5
|
(33)
|
4.9
|
(49)
|
3.0
|
(43)
|
3.8
|
(42)
|
-
|
-
|
3.6
|
|
LGSS Conservative
|
Mercer
|
30.0
|
1.5
|
(48)
|
7.9
|
(40)
|
6.3
|
(16)
|
2.6
|
(46)
|
3.3
|
(46)
|
4.8
|
(35)
|
4.3
|
|
Maritime Super Conservative
|
JANA
|
30.0
|
2.2
|
(21)
|
8.6
|
(32)
|
5.8
|
(31)
|
3.3
|
(35)
|
4.3
|
(32)
|
5.3
|
(29)
|
3.6
|
|
Media Super Stable
|
Frontier
|
31.0
|
1.8
|
(37)
|
7.8
|
(46)
|
4.8
|
(50)
|
3.4
|
(29)
|
4.6
|
(28)
|
5.6
|
(21)
|
3.4
|
|
Mercer Conservative Growth
|
Mercer
|
26.0
|
1.4
|
(49)
|
7.7
|
(47)
|
5.3
|
(41)
|
3.2
|
(36)
|
4.2
|
(33)
|
5.3
|
(27)
|
4.0
|
|
MLC Conservative
|
MLC
|
30.0
|
1.6
|
(42)
|
8.3
|
(35)
|
5.3
|
(42)
|
3.3
|
(34)
|
4.1
|
(37)
|
5.3
|
(26)
|
4.0
|
|
MLC Horizon 2
|
MLC
|
30.0
|
1.7
|
(40)
|
8.3
|
(34)
|
5.3
|
(43)
|
3.3
|
(31)
|
4.1
|
(35)
|
5.4
|
(25)
|
4.0
|
|
NGS Super Defensive
|
JANA
|
32.0
|
2.1
|
(29)
|
7.6
|
(49)
|
6.5
|
(9)
|
4.0
|
(18)
|
5.3
|
(7)
|
-
|
-
|
4.2
|
|
OnePath OptiMix Conservative
|
OptiMix
|
34.0
|
2.3
|
(20)
|
9.2
|
(20)
|
4.6
|
(51)
|
3.1
|
(39)
|
4.0
|
(38)
|
5.2
|
(31)
|
4.5
|
|
Optimum Consv Growth Plus
|
Ibbotson
|
36.0
|
2.5
|
(7)
|
9.5
|
(17)
|
5.5
|
(38)
|
2.6
|
(47)
|
3.6
|
(45)
|
5.0
|
(32)
|
5.2
|
|
Optimum Consv Growth
|
Ibbotson
|
36.0
|
2.5
|
(2)
|
9.8
|
(9)
|
5.6
|
(36)
|
3.1
|
(41)
|
3.8
|
(41)
|
-
|
-
|
4.8
|
|
Plum Pre-Mixed Conservative
|
MLC
|
30.0
|
1.6
|
(45)
|
7.9
|
(44)
|
5.1
|
(46)
|
3.3
|
(32)
|
4.2
|
(34)
|
-
|
-
|
3.8
|
|
QSuper Moderate
|
Towers Watson
|
36.0
|
0.8
|
(51)
|
7.7
|
(48)
|
5.3
|
(44)
|
3.6
|
(26)
|
4.7
|
(25)
|
6.1
|
(13)
|
4.0
|
|
RecruitmentSuper Stable
|
Towers Watson
|
29.5
|
1.6
|
(43)
|
8.1
|
(37)
|
7.0
|
(3)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
REI Super Super Stable
|
Ibbotson
|
36.0
|
2.4
|
(12)
|
9.3
|
(19)
|
5.6
|
(37)
|
2.9
|
(44)
|
3.7
|
(44)
|
-
|
-
|
4.5
|
|
REST Capital Stable
|
JANA
|
35.0
|
2.5
|
(4)
|
9.7
|
(13)
|
6.2
|
(17)
|
4.4
|
(10)
|
5.2
|
(11)
|
6.2
|
(9)
|
3.2
|
|
Russell Conservative
|
Russell
|
31.5
|
2.4
|
(9)
|
10.7
|
(1)
|
6.5
|
(10)
|
4.4
|
(9)
|
4.8
|
(22)
|
5.7
|
(20)
|
4.9
|
|
Suncorp Conservative
|
Ibbotson
|
36.0
|
2.8
|
(1)
|
10.4
|
(3)
|
6.1
|
(20)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
Sunsuper Conservative
|
Mercer
|
27.0
|
2.3
|
(18)
|
9.5
|
(16)
|
5.7
|
(33)
|
4.5
|
(7)
|
5.2
|
(12)
|
6.3
|
(7)
|
3.3
|
|
Tasplan ST Defensive
|
Mercer
|
30.0
|
2.1
|
(27)
|
8.9
|
(25)
|
6.0
|
(27)
|
4.5
|
(8)
|
5.3
|
(10)
|
5.9
|
(15)
|
3.6
|
|
Telstra Super Conservative
|
JANA
|
40.0
|
2.5
|
(5)
|
9.7
|
(12)
|
6.3
|
(14)
|
3.8
|
(21)
|
5.3
|
(9)
|
6.3
|
(6)
|
3.9
|
|
UniSuper Capital Stable
|
UniSuper
|
30.0
|
1.6
|
(44)
|
9.6
|
(15)
|
6.4
|
(12)
|
4.5
|
(6)
|
5.2
|
(15)
|
6.1
|
(11)
|
3.2
|
|
Vision Super Conservative
|
Frontier
|
33.5
|
1.8
|
(38)
|
7.9
|
(41)
|
6.6
|
(7)
|
4.3
|
(11)
|
5.2
|
(16)
|
6.0
|
(14)
|
3.1
|
|
|
Number of Options
|
|
|
51
|
|
51
|
|
51
|
|
48
|
|
46
|
|
35
|
|
48
|
|
Upper Quartile
|
|
35.0
|
2.4
|
|
9.6
|
|
6.3
|
|
4.2
|
|
5.2
|
|
6.2
|
|
4.3
|
|
Median
|
|
30.0
|
2.1
|
|
8.8
|
|
6.0
|
|
3.6
|
|
4.7
|
|
5.8
|
|
3.8
|
|
Lower Quartile
|
|
30.0
|
1.7
|
|
8.0
|
|
5.5
|
|
3.2
|
|
4.2
|
|
5.3
|
|
3.3
|
|
| Tax exempt options |
|
GESB (WSS) Conservative
|
Mercer
|
30.0
|
2.1
|
|
9.4
|
|
6.7
|
|
4.4
|
|
5.3
|
|
6.5
|
|
4.4
|
|
Super SA Conservative
|
Towers Watson
|
39.5
|
2.2
|
|
10.8
|
|
8.1
|
|
4.1
|
|
5.3
|
|
7.3
|
|
5.6
|
|
Notes:
1. Returns are expressed net of investment fees and tax
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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Disclaimer
© Chant West Pty Limited (ABN 75 077 595 316) 2013. Unless otherwise permitted by an agreement between you and Chant West, you may only use this document for your own personal, non-commercial use, and this document may not be copied, reproduced, scanned or embodied in any other document or distributed to another party.
The information in this document is based on data supplied by third parties. While such data is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such data. Past performance is not a reliable indicator of future performance. The products, reports and ratings do not contain all of the information that is required in order to evaluate the nominated service providers, and you are responsible for obtaining such further information.
This information does not constitute financial product advice. However to the extent that this document may be considered to be general financial product advice, Chant West warns that: (a) Chant West has not considered any individual person’s objectives, financial situation or particular needs; (b) individuals need to consider whether the advice is appropriate in light of their goals, objectives and current situation; and (c) individuals should obtain a product disclosure statement from the relevant fund provider before making any decision about whether to acquire a financial product from that fund provider. A Financial Services Guide has been made available by Chant West through its website at www.chantwest.com.au.
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