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SUPER FUNDS - GROWTH RISK PROFILE (61 - 80%)
Net returns for periods to 31 December 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 Balanced JANA 70.0 2.9 (54) 6.8 (62) 11.5 (49) 7.9 (43) 3.9 (39) 6.6 (27) 4.7
AMP Future Directions Balanced Towers Watson 73.0 4.1 (5) 9.8 (5) 13.4 (13) 8.3 (25) 3.8 (41) 6.2 (40) 5.1
AMP ipac SD Balanced Towers Watson 69.0 3.5 (29) 8.1 (45) 13.5 (11) 8.4 (22) 4.0 (35) 6.0 (41) 5.7
AMP RIL Balanced Towers Watson 69.0 4.1 (8) 8.7 (29) 13.5 (12) 8.0 (38) 4.4 (21) 6.7 (19) 5.5
Asgard SMA Balanced Advance/TW 70.0 3.4 (33) 6.6 (64) 11.1 (56) 7.3 (54) 4.1 (34) 6.2 (39) 5.4
Auscoal Growth Mercer 80.0 3.0 (51) 8.8 (27) 11.6 (48) 8.2 (30) 4.2 (31) 6.7 (25) 4.6
Aust Catholic Super & Ret MySuper Balanced Towers Watson 74.0 3.6 (20) 8.0 (47) 10.9 (60) 6.8 (58) 3.4 (48) 5.8 (46) 4.5
AustralianSuper Balanced Frontier/JANA 76.0 3.1 (45) 8.9 (22) 13.1 (17) 8.7 (10) 4.3 (24) 7.3 (7) 4.8
AustSafe MySuper (Balanced) JANA 70.5 3.1 (48) 8.7 (30) 12.8 (28) 8.1 (33) 3.6 (46) 6.4 (32) 4.7
BT MM Balanced Advance/TW 70.0 3.3 (36) 6.5 (66) 11.3 (55) 7.1 (57) 2.9 (55) 5.0 (51) 6.0
BUSS (Q) Balanced Growth Frontier 72.5 2.9 (55) 8.3 (42) 12.0 (42) 8.5 (19) 4.4 (19) 7.1 (12) 4.5
CareSuper Balanced JANA 69.0 3.2 (38) 8.3 (40) 12.9 (22) 8.9 (8) 4.9 (10) 7.4 (6) 4.2
Catholic Super Balanced (MySuper) JANA 70.0 3.3 (35) 8.6 (31) 11.9 (45) 8.0 (37) 4.5 (14) 7.2 (11) 4.4
Catholic Super Mod. Aggressive JANA 80.0 3.8 (13) 9.2 (16) 13.2 (14) 8.5 (16) 4.7 (11) 7.5 (5) 5.0
CBUS Growth (Cbus MySuper) Frontier 73.0 2.7 (58) 8.5 (35) 13.1 (16) 8.5 (15) 4.5 (16) 7.2 (9) 4.3
CFS FirstChoice Balanced Mercer 70.0 3.9 (9) 9.5 (12) 13.0 (19) 8.0 (36) - - - - 5.8
CFS FirstChoice Growth Mercer 80.0 4.2 (4) 9.5 (10) 14.4 (1) 8.3 (28) 3.8 (43) 6.2 (38) 6.9
Commonwealth Bank Group Super Mix 70 Towers Watson 70.0 2.3 (65) 6.7 (63) 11.0 (59) 8.3 (26) 5.2 (4) 7.5 (4) 4.4
EISS Diversified Mercer 70.0 3.5 (28) 7.9 (49) 11.4 (54) 7.5 (51) 3.3 (50) 5.4 (50) 4.6
Energy Super Balanced JANA 75.0 3.2 (42) 9.0 (20) 12.8 (29) 8.5 (18) 4.4 (18) 6.7 (24) 4.4
Equip Balanced Growth JANA 70.0 3.7 (15) 8.8 (26) 13.1 (15) 8.6 (13) 5.2 (5) 7.1 (15) 5.0
ESSSuper Growth Towers Watson 80.0 2.9 (53) 8.0 (46) 11.9 (44) 8.7 (11) 5.1 (7) 7.1 (14) 3.5
FSS (NSW) Diversified Towers Watson 70.0 3.1 (44) 7.6 (56) 12.8 (26) 8.0 (34) 4.6 (13) 6.6 (26) 4.7
GESB Super Balanced JANA 62.0 3.2 (39) 7.8 (52) 11.5 (51) 8.2 (29) 4.9 (8) - - 4.2
GESB Super Balanced Growth JANA 74.0 3.5 (26) 8.3 (44) 12.7 (33) 8.5 (17) 4.4 (22) - - 5.0
HESTA Core Pool Frontier 73.0 2.6 (60) 7.8 (50) 12.3 (37) 8.6 (14) 4.5 (17) 6.9 (16) 4.1
HOSTPLUS Balanced JANA 76.0 3.1 (47) 9.3 (14) 12.9 (23) 8.9 (6) 4.4 (23) 7.1 (13) 4.4
Intrust Super Balanced JANA 75.0 3.9 (10) 9.7 (7) 13.1 (18) 7.9 (42) 4.1 (32) 6.7 (20) 4.8
IOOF Balanced Investor Trust Russell 70.0 4.2 (3) 10.9 (2) - - - - - - - - -
IOOF MultiMix Balanced Growth Russell 72.0 3.7 (14) 8.5 (33) 13.0 (20) 7.4 (52) - - - - 5.3
JANA Assertive JANA 80.0 3.2 (41) 8.8 (23) 14.2 (2) 8.3 (23) 4.2 (29) 6.9 (17) 6.2
JANA Moderate JANA 70.0 3.0 (52) 8.4 (37) 13.0 (21) 8.0 (39) 4.4 (20) 6.7 (22) 5.3
Kinetic Super Aggressive Towers Watson 76.5 3.5 (25) 9.9 (4) 14.2 (3) 9.2 (1) - - - - 6.2
Kinetic Super Growth Towers Watson 62.0 3.5 (31) 9.6 (8) 12.9 (24) 9.1 (2) - - - - 5.0
LGSS Balanced Growth JANA 70.0 3.6 (22) 8.7 (28) 11.7 (47) 7.5 (50) 3.1 (52) 5.4 (49) 4.6
LUCRF MySuper Balanced Towers Watson 76.0 2.7 (56) 7.6 (54) 11.5 (53) 7.7 (44) 3.3 (49) 6.2 (37) 4.4
Maritime Super Balanced JANA 70.0 2.6 (61) 8.0 (48) 11.5 (50) 8.0 (41) 3.7 (44) 5.9 (44) 4.2
Mercer Growth Mercer 68.0 3.2 (43) 8.3 (38) 12.2 (40) 7.2 (56) 3.6 (47) 6.0 (43) 5.5
Mercer Growth Plus Mercer 66.5 2.7 (57) 7.0 (60) 11.1 (58) 6.6 (59) 3.1 (53) - - 5.3
MLC Growth JANA 79.0 3.5 (27) 9.2 (15) 13.6 (10) 8.3 (27) 3.9 (40) 6.4 (33) 5.5
MLC Horizon 4 MLC 68.5 3.8 (12) 9.0 (21) 12.8 (25) 8.3 (24) 4.3 (25) 6.5 (29) 4.9
MLC Moderate JANA 70.0 3.1 (46) 8.5 (32) 12.5 (34) 8.1 (32) 4.2 (30) 6.4 (34) 4.8
MLC MySuper JANA 70.0 3.6 (18) 8.8 (24) - - - - - - - - -
MTAA My AutoSuper (Balanced) Access 67.5 3.8 (11) 9.0 (18) 9.9 (61) 6.3 (61) 0.0 (56) 4.6 (52) 3.2
NGS Super Diversified (MySuper) n.a. 70.0 2.3 (64) 6.6 (65) 11.1 (57) 7.2 (55) 4.3 (27) 6.7 (18) 5.3
OnePath OptiMix Balanced Mercer/TW 73.0 4.1 (7) 8.3 (39) 11.8 (46) 6.3 (60) 3.0 (54) 5.6 (48) 5.9
Optimum Growth Ibbotson 80.0 2.4 (63) 7.2 (58) 12.5 (35) 7.6 (48) 3.8 (42) 5.6 (47) 4.9
Plum MySuper JANA 70.0 3.6 (23) 8.3 (43) - - - - - - - - -
Plum Pre-Mixed Moderate JANA 70.0 3.6 (21) 8.8 (25) 12.7 (32) 8.2 (31) 4.3 (28) 6.5 (30) 5.0
QSuper Balanced QSuper 61.0 4.6 (1) 12.7 (1) 12.2 (39) 8.9 (7) 5.4 (3) 7.2 (8) 4.3
RBF Tasmania Balanced JANA 73.0 3.0 (49) 8.3 (41) 12.8 (27) 8.0 (35) 4.5 (15) 6.6 (28) 5.0
REI Super Trustee Super Balanced (MySuper) Ibbotson 79.0 3.7 (16) 9.1 (17) 12.3 (38) 8.0 (40) 3.9 (37) 5.8 (45) 4.7
REST Core JANA 76.0 3.0 (50) 7.7 (53) 13.8 (7) 9.0 (5) 6.1 (1) 7.7 (1) 4.5
REST Diversified JANA 80.0 3.5 (30) 8.4 (36) 14.1 (5) 9.0 (4) 5.5 (2) 7.5 (3) 4.4
Russell Balanced Russell 74.0 3.4 (34) 7.1 (59) 12.7 (30) 7.7 (47) 4.0 (36) 6.0 (42) 6.0
Russell Balanced Opps Russell 75.5 3.5 (32) 6.9 (61) 12.0 (41) 7.3 (53) 3.9 (38) - - 5.9
Statewide Super Active Balanced JANA 70.0 3.7 (17) 9.6 (9) - - - - - - - - -
Statewide Super MySuper JANA 80.0 3.6 (19) 9.7 (6) - - - - - - - - -
Suncorp Growth Ibbotson 80.0 3.2 (40) 8.5 (34) 13.7 (8) 8.4 (21) - - - - 5.1
Sunsuper Balanced Mercer 70.5 2.4 (62) 7.6 (55) 12.5 (36) 7.7 (46) 4.3 (26) 6.7 (23) 4.6
Sunsuper Growth Mercer 79.5 2.2 (66) 7.3 (57) 12.7 (31) 7.7 (45) 3.1 (51) 6.4 (35) 4.8
Tasplan MySuper Balanced Mercer 70.0 4.1 (6) 9.0 (19) 11.9 (43) 7.5 (49) 4.7 (12) 6.7 (21) 4.9
Telstra Super Balanced JANA 74.0 3.3 (37) 9.4 (13) 14.0 (6) 9.0 (3) 4.9 (9) 7.5 (2) 5.3
UniSuper Balanced UniSuper 70.0 4.6 (2) 10.0 (3) 14.2 (4) 8.7 (9) 5.2 (6) 7.2 (10) 5.3
VicSuper Growth (MySuper) Frontier 75.0 3.5 (24) 9.5 (11) 13.7 (9) 8.6 (12) 3.7 (45) 6.4 (36) 6.0
Vision Super Balanced Growth Frontier 74.5 2.7 (59) 7.8 (51) 11.5 (52) 8.4 (20) 4.1 (33) 6.4 (31) 3.8
Number of Options 66 66 61 61 56 52 61
Upper Quartile 76.0 3.7 9.1 13.1 8.5 4.5 7.1 5.3
Median 71.0 3.4 8.5 12.7 8.2 4.3 6.6 4.9
Lower Quartile 70.0 3.0 7.8 11.8 7.7 3.8 6.2 4.5
Tax exempt options
GESB (WSS) Balanced JANA 64.0 3.7 9.1 13.2 9.3 5.4 7.3 4.6
GESB (WSS) Growth JANA 80.0 4.0 9.5 14.8 9.5 4.6 7.2 5.9
Super SA Growth Towers Watson 68.5 3.8 9.7 13.8 9.4 3.9 7.0 5.3
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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