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SUPER FUNDS - GROWTH RISK PROFILE (61 - 80%)
Net returns for periods to 31 March 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 yrs
% pa
AMIST Balanced JANA 70.0 1.2 (17) 12.9 (33) 8.5 (30) 11.1 (19) 4.1 (26) 7.4 (16) 5.5
AMP FD Balanced Towers Watson 73.0 0.7 (49) 13.2 (29) 8.3 (40) 11.1 (17) 3.0 (44) 6.4 (44) 5.9
AMP ipac SD Balanced Towers Watson 69.0 0.9 (39) 13.4 (24) 9.1 (11) 11.2 (15) 3.5 (35) 6.5 (40) 6.3
AMP RIL Balanced Towers Watson 69.0 1.2 (15) 13.7 (20) 8.9 (16) 10.2 (29) 3.9 (28) - - 6.1
Aon Balanced Growth Aon 70.0 0.4 (57) 13.6 (23) 8.5 (31) 10.1 (32) 3.2 (41) 5.9 (52) 6.6
Asgard SMA Balanced Advance/TW 70.0 0.8 (46) 9.7 (64) 7.1 (58) 9.9 (36) 3.6 (33) 6.8 (34) 6.0
Auscoal Growth Mercer 80.0 1.9 (2) 11.0 (55) 8.2 (42) 10.4 (24) 4.1 (23) 7.2 (21) 5.0
Aust Catholic Super & Ret Balanced Towers Watson 74.0 0.5 (54) 11.0 (56) 6.7 (62) 8.6 (59) 2.8 (49) 6.1 (48) 5.1
AustralianSuper Balanced Frontier/JANA 77.0 1.0 (28) 14.1 (14) 9.0 (13) 9.6 (48) 4.4 (16) 7.8 (8) 5.3
AustSafe Balanced JANA 70.5 0.2 (63) 13.6 (22) 8.5 (34) 9.9 (37) 3.5 (36) 6.7 (36) 5.3
BT MM Balanced Advance/TW 70.0 0.9 (37) 9.8 (63) 6.9 (60) 11.4 (7) 2.2 (55) 5.6 (54) 7.3
BT Super For Life 1960s Lifestage Advance/TW 72.5 0.6 (51) 11.9 (48) 7.8 (49) 11.7 (3) - - - - 7.4
BUSS (Q) Balanced Growth Frontier 72.5 1.1 (21) 13.3 (27) 9.1 (12) 8.8 (58) 4.6 (9) 7.7 (11) 5.0
CareSuper Balanced JANA 71.5 1.1 (26) 14.3 (10) 9.4 (5) 10.4 (25) 5.0 (4) 7.7 (9) 4.6
Catholic Super Balanced JANA 70.0 1.2 (19) 12.1 (43) 7.9 (46) 9.7 (43) 4.5 (14) 7.8 (7) 4.9
Catholic Super Mod. Aggressive JANA 80.0 1.1 (25) 13.2 (30) 8.6 (26) 11.2 (13) 4.6 (12) 8.1 (2) 5.9
CBUS Growth Frontier 74.5 1.3 (11) 14.4 (7) 9.5 (4) 9.7 (45) 4.8 (6) 7.8 (6) 4.7
CFS FirstChoice Balanced Mercer 70.0 1.3 (9) 11.7 (51) 8.1 (44) - - - - - - -
CFS FirstChoice Growth Mercer 80.0 1.1 (27) 13.3 (28) 8.5 (32) 12.5 (1) 2.9 (46) 6.7 (38) 8.1
Commonwealth Bank Group Super Mix 70 Towers Watson 70.0 1.6 (3) 10.8 (58) 8.7 (22) 10.8 (21) 5.5 (2) 8.1 (4) 4.9
EISS Diversified Mercer 70.0 0.6 (52) 11.8 (50) 7.8 (50) 10.0 (33) 2.8 (51) 6.0 (51) 5.3
Energy Super Balanced JANA 75.0 1.4 (7) 13.8 (19) 8.4 (36) 9.7 (44) 4.1 (24) 7.0 (27) 4.7
Equip Balanced Growth JANA 70.0 0.4 (56) 14.3 (11) 9.1 (9) 10.1 (31) 4.6 (10) 7.5 (14) 5.4
ESSSuper Growth Towers Watson 80.0 1.5 (5) 12.2 (41) 9.6 (3) 10.3 (27) 5.0 (5) 7.7 (10) 3.9
FSS (NSW) Diversified JANA 70.0 0.7 (48) 15.0 (3) 8.9 (15) 9.8 (39) 4.3 (18) 7.2 (18) 5.2
GESB Super Balanced Mercer 62.0 0.9 (38) 11.7 (52) 8.3 (41) 10.9 (20) - - - - 4.9
GESB Super Balanced Growth Mercer 74.0 1.0 (32) 13.4 (25) 8.7 (23) 11.3 (12) - - - - 5.8
HESTA Core Pool Frontier 71.0 1.1 (23) 13.7 (21) 8.9 (18) 10.0 (34) 4.5 (13) 7.4 (17) 4.6
HOSTPLUS Balanced JANA 76.0 1.3 (8) 13.9 (18) 9.2 (7) 9.2 (55) 4.5 (15) 7.6 (13) 4.8
Intrust Super Balanced JANA 75.0 0.7 (50) 14.0 (17) 8.1 (45) 9.4 (53) 3.8 (29) 7.2 (20) 5.3
IOOF MultiMix Balanced Growth Russell 72.0 0.4 (59) 13.1 (31) 7.6 (52) 8.9 (57) 1.9 (56) 5.8 (53) 5.9
JANA Moderate JANA 73.0 0.8 (47) 14.0 (16) 8.5 (33) 10.2 (28) 4.2 (20) 7.1 (23) 5.9
Kinetic Super Growth Towers Watson 67.0 1.2 (14) 12.4 (39) 9.2 (8) 11.3 (9) - - - - 5.5
Legal Super Growth Towers Watson 74.0 -0.8 (64) 14.4 (6) 8.6 (28) 9.6 (49) 3.9 (27) 7.2 (19) 5.9
LGSS Balanced Growth JANA 70.0 1.1 (22) 11.9 (47) 7.5 (55) 9.9 (35) 2.6 (54) 6.0 (50) 5.2
LUCRF Balanced Towers Watson 76.0 1.4 (6) 12.6 (38) 8.4 (35) 9.5 (50) 3.5 (34) 6.7 (39) 4.8
Maritime Super Balanced JANA 70.0 1.3 (12) 12.0 (45) 7.8 (48) 9.8 (40) 3.4 (37) 6.2 (46) 4.6
Media Super Balanced Frontier 69.0 0.9 (41) 11.3 (54) 7.3 (56) 8.5 (60) 3.2 (42) 6.4 (43) 4.8
Media Super Growth Frontier 79.5 0.8 (45) 12.6 (37) 7.6 (54) 9.1 (56) 2.9 (47) 6.7 (35) 5.8
Mercer Growth Mercer 68.0 1.0 (33) 12.2 (40) 7.6 (53) 9.7 (41) 3.0 (45) 6.5 (42) 6.3
Mercer Growth Plus Mercer 66.5 1.0 (29) 11.4 (53) 6.9 (59) 9.7 (42) 2.7 (52) - - 6.3
MLC Growth JANA 79.0 0.9 (42) 14.0 (15) 8.7 (20) 11.7 (2) 3.3 (38) 6.8 (33) 6.6
MLC Horizon 4 MLC 69.0 0.8 (44) 12.9 (32) 8.6 (25) 11.3 (10) 3.8 (30) 6.9 (28) 5.8
MLC Moderate JANA 70.0 1.0 (31) 12.8 (35) 8.6 (29) 11.3 (11) 3.7 (32) 6.9 (32) 5.8
MTAA Balanced Access 67.5 1.3 (10) 12.1 (44) 6.0 (64) 4.4 (62) 0.4 (57) 5.2 (55) 3.7
NGS Super Diversified JANA 70.0 0.3 (60) 12.1 (42) 6.8 (61) 9.6 (47) 4.3 (17) 7.1 (22) 5.9
OnePath OptiMix Balanced Mercer/TW 73.0 0.8 (43) 10.8 (59) 6.6 (63) 9.4 (52) 2.6 (53) 6.2 (47) 6.8
Optimum Growth Ibbotson 80.0 0.5 (53) 11.0 (57) 7.8 (47) 11.2 (14) 2.8 (50) 6.1 (49) 6.1
Plum Pre-Mixed Moderate JANA 70.0 0.9 (36) 12.8 (34) 8.6 (27) 11.1 (16) 3.7 (31) 6.9 (29) 5.9
QSuper Balanced QSuper 72.0 2.3 (1) 10.2 (61) 8.7 (21) 10.6 (23) 4.6 (11) 7.5 (15) 4.9
RBF Tasmania Actively Managed JANA 72.0 1.0 (30) 14.2 (12) 8.7 (24) 9.8 (38) 4.3 (19) 7.0 (25) 5.5
REI Super Trustee Super Balanced Ibbotson 79.0 1.2 (13) 10.5 (60) 8.3 (39) 10.2 (30) 3.0 (43) 6.3 (45) 5.5
REST Core JANA 75.0 1.1 (24) 15.6 (2) 10.0 (1) 11.4 (8) 5.9 (1) 8.2 (1) 5.1
REST Diversified JANA 80.0 0.9 (35) 16.2 (1) 9.9 (2) 11.1 (18) 5.2 (3) 8.1 (3) 5.1
Russell Balanced Russell 72.0 0.4 (58) 12.0 (46) 8.2 (43) 11.6 (5) 3.3 (39) 6.5 (41) 7.1
Russell Balanced Opps Russell 74.5 0.3 (61) 11.8 (49) 7.6 (51) 11.5 (6) - - - - 7.1
Suncorp Growth Ibbotson 80.0 0.5 (55) 12.6 (36) 9.0 (14) - - - - - - -
Sunsuper Balanced Mercer 70.5 1.2 (18) 14.2 (13) 8.3 (38) 9.7 (46) 4.1 (22) 7.1 (24) 5.0
Sunsuper Growth Mercer 79.5 0.9 (40) 14.3 (8) 8.3 (37) 9.3 (54) 2.9 (48) 6.9 (30) 5.2
Tasplan Balanced Mercer 71.0 0.2 (62) 10.0 (62) 7.2 (57) 9.5 (51) 4.1 (25) 7.0 (26) 5.5
Telstra Super Balanced JANA 74.0 0.9 (34) 14.5 (5) 9.3 (6) 11.6 (4) 4.7 (7) 7.8 (5) 6.0
UniSuper Balanced UniSuper 70.0 1.2 (16) 13.4 (26) 9.1 (10) 10.3 (26) 4.7 (8) 7.7 (12) 5.6
VicSuper Growth Frontier 75.0 1.2 (20) 15.0 (4) 8.8 (19) 10.7 (22) 3.3 (40) 6.7 (37) 6.7
Vision Super Balanced Growth Frontier 74.5 1.5 (4) 14.3 (9) 8.9 (17) 8.5 (61) 4.1 (21) 6.9 (31) 4.0
Number of Options 64 64 64 62 57 55 62
Upper Quartile 75.0 1.2 14.0 8.9 11.1 4.5 7.5 6.0
Median 72.0 1.0 12.9 8.5 10.1 3.8 6.9 5.5
Lower Quartile 70.0 0.7 11.9 7.8 9.6 3.0 6.5 5.0
Tax exempt options
GESB (WSS) Balanced Mercer 64.0 1.0 13.2 9.6 11.9 4.9 7.7 5.3
GESB (WSS) Growth Mercer 80.0 0.9 15.7 9.9 12.7 4.1 7.6 6.8
Super SA Balanced Towers Watson 67.5 1.5 12.4 9.4 11.4 3.8 7.5 5.1
Super SA Growth Towers Watson 77.5 1.5 13.8 9.8 12.0 3.4 7.6 5.9
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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