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SUPER FUNDS - CONSERVATIVE GROWTH RISK PROFILE (21 - 40%)
Net returns for periods to 30 June 2014
Investment Option  Asset Consultant Growth
Assets
3 Months    1 Year 3 Years 5 Years 7 Years 10 Years Standard
Deviation
% %   Rank % pa Rank % pa Rank % pa Rank % pa Rank % pa Rank 5 Years
% pa
AMIST Capital Stable JANA 30.0 1.4 (49) 6.6 (50) 6.6 (38) - - - - - - -
AMP FD Conservative Towers Watson 32.0 2.1 (9) 7.7 (26) 6.8 (24) 7.2 (30) 3.9 (43) 5.5 (36) 2.2
AMP ipac SD Secure Towers Watson 30.0 2.0 (11) 8.0 (19) 7.0 (22) 7.7 (12) 4.4 (31) 5.6 (34) 2.8
AMP RIL Conservative Towers Watson 27.0 1.8 (23) 7.1 (45) 6.7 (33) 6.9 (43) 4.6 (26) - - 2.5
Aon Moderate Aon 30.0 2.2 (8) 8.4 (9) 7.7 (7) 7.8 (10) 4.3 (35) 5.4 (37) 3.2
Asgard SMA Defensive Advance/TW 30.0 1.7 (27) 6.0 (54) 5.8 (52) 7.0 (41) 4.8 (18) 6.1 (20) 2.8
Auscoal Stable Mercer 40.0 2.3 (5) 8.8 (4) 7.1 (20) 7.7 (17) 4.9 (16) 6.7 (3) 2.4
Aust Catholic Super & Ret Conservative Towers Watson 29.0 1.3 (54) 6.6 (49) 5.9 (50) 6.6 (48) 4.3 (34) 5.7 (30) 2.2
AustralianSuper Stable Frontier/JANA 35.0 1.9 (14) 8.3 (11) 7.5 (9) 7.9 (7) 5.5 (3) 6.6 (7) 2.4
AustSafe Capital Stable JANA 32.0 1.8 (22) 7.8 (24) 6.8 (31) 7.5 (22) 4.4 (33) 5.9 (27) 2.5
BT MM Conservative Advance/TW 30.0 1.5 (44) 5.6 (55) 5.4 (53) 7.3 (28) 3.3 (49) 4.7 (45) 3.4
BUSS (Q) Defensive Frontier 38.0 1.9 (13) 8.0 (18) 7.3 (15) 7.5 (20) 4.5 (29) 6.4 (10) 2.0
CareSuper Capital Stable JANA 32.5 1.5 (43) 8.0 (16) 7.9 (4) 8.1 (4) 5.3 (8) 6.6 (5) 2.1
Catholic Super Conservative JANA 25.0 1.7 (31) 7.4 (33) 6.8 (28) 7.1 (35) 4.9 (17) 6.4 (11) 2.0
CBUS Conservative Frontier 31.0 2.0 (10) 8.0 (17) 7.3 (14) 7.2 (32) 5.1 (11) 6.5 (9) 1.6
CFS FirstChoice Conservative Mercer 30.0 1.8 (17) 8.0 (20) 7.0 (21) 7.7 (14) 4.7 (20) 5.9 (24) 2.9
Commonwealth Bank Group Super Mix 30 Towers Watson 30.0 1.5 (45) 7.3 (40) 7.2 (19) 8.0 (5) 5.8 (2) 6.7 (2) 2.1
EISS Capital Guarded Mercer 30.0 1.9 (16) 7.3 (37) 6.8 (29) 7.5 (23) 4.1 (41) 5.3 (41) 2.2
Energy Super Capital Managed JANA 35.0 1.8 (25) 10.7 (2) 8.3 (1) 9.0 (1) 4.9 (15) 7.1 (1) 4.1
Equip Conservative JANA 30.0 2.3 (6) 8.3 (12) 7.4 (11) 7.3 (27) 5.4 (5) 6.3 (14) 2.0
ESSSuper Conservative Towers Watson 35.0 1.7 (34) 6.7 (47) 6.6 (36) 6.7 (46) 4.8 (19) 6.0 (23) 1.4
FSS (NSW) Capital Guarded JANA 25.0 1.7 (32) 7.4 (34) 6.3 (44) 6.4 (50) 4.6 (25) 5.8 (28) 1.9
GESB Super Conservative Mercer 37.0 1.6 (41) 8.4 (7) 7.2 (18) 7.8 (9) 4.7 (22) - - 2.8
HESTA Conservative Frontier 33.5 1.6 (38) 8.2 (14) 7.3 (17) 7.3 (29) 4.4 (32) 5.9 (25) 2.2
HOSTPLUS Capital Stable JANA 30.0 1.6 (35) 7.9 (21) 7.5 (8) 7.8 (8) 5.4 (4) 6.6 (6) 1.5
Intrust Super Stable JANA 30.0 2.7 (2) 7.5 (32) 6.5 (40) 7.1 (34) 4.7 (23) 5.7 (31) 1.7
IOOF MultiMix Conservative Russell 30.0 1.7 (30) 7.3 (39) 6.6 (34) 7.2 (31) - - - - 2.3
JANA Conservative JANA 34.0 1.8 (21) 7.9 (22) 6.8 (25) 7.0 (38) 5.1 (12) 6.1 (19) 2.1
Legal Super Conservative Towers Watson 35.0 1.5 (48) 8.7 (5) 7.4 (13) 7.5 (21) 4.6 (27) 6.1 (22) 2.3
LGSS Conservative JANA 30.0 1.8 (20) 6.7 (48) 6.2 (48) 7.4 (24) 3.4 (48) 4.8 (44) 1.8
LUCRF Conservative Towers Watson 30.0 1.4 (50) 7.2 (42) 6.5 (41) - - - - - - -
Maritime Super Conservative JANA 30.0 1.6 (39) 8.1 (15) 6.5 (39) 7.3 (26) 4.2 (40) 5.6 (33) 2.2
Media Super Stable Frontier 40.0 1.3 (55) 7.3 (41) 5.8 (51) 6.3 (51) 4.2 (38) 5.7 (32) 2.1
Mercer Conservative Growth Mercer 26.0 1.8 (19) 7.3 (36) 6.2 (45) 6.5 (49) 3.9 (42) 5.4 (39) 2.5
MLC Conservative JANA 30.0 1.7 (28) 7.6 (29) 6.8 (30) 7.0 (39) 4.2 (39) 5.4 (38) 2.3
MLC Horizon 2 MLC 30.5 1.5 (47) 7.6 (30) 6.8 (27) 7.0 (36) 4.3 (36) 5.5 (35) 2.4
MTAA Conservative Access 27.0 1.6 (37) 7.1 (44) 5.0 (54) 5.0 (52) 2.0 (50) 4.7 (47) 1.5
NGS Super Defensive JANA 32.0 1.4 (51) 7.8 (25) 6.5 (42) 7.7 (15) 4.7 (24) 6.3 (15) 2.7
OnePath OptiMix Conservative Mercer/TW 33.0 1.7 (26) 7.7 (27) 6.0 (49) 6.7 (47) 3.8 (44) 5.2 (42) 3.2
Optimum Consv Growth Plus Ibbotson 36.0 1.7 (33) 6.4 (52) 6.3 (43) 7.0 (40) 3.4 (47) 5.0 (43) 2.5
Optimum Consv Growth Ibbotson 36.0 1.8 (24) 6.5 (51) 6.2 (46) 7.0 (37) 3.7 (45) - - 2.5
Plum Pre-Mixed Conservative JANA 30.0 1.6 (42) 7.3 (38) 6.6 (35) 6.8 (44) 4.2 (37) 5.4 (40) 2.4
QSuper Moderate QSuper 36.0 1.8 (18) 8.4 (10) 7.0 (23) 7.4 (25) 4.5 (28) 6.1 (21) 2.4
RBF Tasmania Conservative Growth JANA 28.0 1.6 (40) 7.8 (23) 7.8 (5) 8.3 (2) 5.8 (1) 6.5 (8) 2.5
REI Super Super Stable Ibbotson 36.0 1.7 (29) 6.1 (53) 6.2 (47) 6.8 (45) 3.5 (46) 4.7 (46) 2.4
REST Capital Stable JANA 35.0 1.4 (52) 7.6 (31) 7.4 (10) 7.7 (13) 5.2 (10) 6.3 (12) 1.9
Russell Conservative Russell 31.5 1.4 (53) 7.2 (43) 6.8 (26) 7.9 (6) 4.7 (21) 5.8 (29) 3.1
Statewide Super Conservative JANA 30.0 2.0 (12) 7.0 (46) - - - - - - - - -
Suncorp Conservative Ibbotson 36.0 1.9 (15) 7.3 (35) 7.3 (16) 7.7 (11) - - - - 2.7
Sunsuper Conservative Mercer 27.0 1.5 (46) 7.7 (28) 6.6 (37) 6.9 (42) 5.0 (14) 6.3 (16) 2.2
Tasplan ST Defensive Mercer 31.0 2.3 (4) 8.2 (13) 6.8 (32) 7.2 (33) 5.0 (13) 6.1 (18) 2.3
Telstra Super Conservative JANA 40.0 2.7 (1) 10.5 (3) 8.1 (2) 8.3 (3) 5.3 (7) 6.6 (4) 2.6
UniSuper Capital Stable UniSuper 30.0 2.5 (3) 8.5 (6) 7.7 (6) 7.7 (16) 5.3 (6) 6.3 (13) 2.1
VicSuper Capital Stable Frontier 40.0 2.3 (7) 10.8 (1) 7.9 (3) 7.6 (19) 4.4 (30) 5.9 (26) 2.8
Vision Super Conservative Frontier 35.0 1.6 (36) 8.4 (8) 7.4 (12) 7.6 (18) 5.2 (9) 6.2 (17) 1.8
Number of Options 55 55 54 52 50 47 52
Upper Quartile 35.0 1.9 8.1 7.3 7.7 5.0 6.3 2.5
Median 30.0 1.7 7.7 6.8 7.3 4.6 5.9 2.3
Lower Quartile 30.0 1.6 7.3 6.5 7.0 4.2 5.5 2.1
Tax exempt options
GESB (WSS) Conservative Mercer 31.0 1.8 8.1 7.5 8.1 5.3 6.6 2.5
Super SA Conservative Towers Watson 33.0 2.6 10.3 8.9 9.5 5.1 7.2 2.7
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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