Super Funds - Growth Risk Profile (61 - 80%)

Net Returns For Periods To 30 September 2015

Investment Option Growth Assets (%) 1 Year (% pa) 5 Year (% pa) 10 Year (% pa)
AMIST Balanced 75 5.1 7.7 5.7
AMP Future Directions Balanced 73 7.7 8.6 5.4
AMP ipac SD Balanced 69 4.3 8.2 5.1
AMP RIL Balanced 69 6.1 8.3 6.1
Aon Balanced Growth 70 4.8 7.9 4.9
Asgard SMA Balanced 70 5.4 7.2 5.4
Aust Catholic Super & Ret MySuper Balanced 74 5.5 7.1 4.9
AustralianSuper Balanced 76 6.7 8.8 6.4
AustSafe MySuper (Balanced) 71.5 6.5 8.5 5.7
BT MM Balanced 70 5.1 7 4.2
BUSS (Q) Balanced Growth 72.5 7.6 8.8 6.5
CareSuper Balanced 69 7.5 9.1 6.7
Catholic Super Balanced (MySuper) 70 7 8.4 6.5
Catholic Super Mod. Aggressive 80 7.4 9 6.8
Cbus Growth (Cbus MySuper) 72.5 6.7 9 6.4
CFS FirstChoice Balanced 70 5.2 7.9 -
CFS FirstChoice Growth 80 5.3 8.3 5.3
Commonwealth Bank Group Super Mix 70 70 4.1 7.7 6.7
EISS Diversified 75 3.8 7.2 4.5
Energy Super Balanced 75 5.1 8.1 5.7
Equip Balanced Growth 70 5.8 8.6 6.3
ESSSuper Growth 80 5.1 8.5 6.3
FSS (NSW) Diversified 70 5.6 8.3 5.8
GESB Super Balanced 62 4.6 7.7 -
GESB Super Balanced Growth 74 6.1 8.3 -
HESTA Core Pool 73 6.5 8.6 6.2
HOSTPLUS Balanced 76 6.8 9.1 6.4
Intrust Super Balanced 75 7.1 8.4 6
IOOF Balanced Investor Trust 70 6.6 - -
IOOF MultiMix Balanced Growth 72 8.2 8.3 -
JANA Assertive 80 5.3 8.6 6
JANA Growth (Ex-MLC) 79 6.5 8.7 5.5
JANA Moderate 70 5.1 8.1 5.9
JANA Moderate (Ex-MLC) 70 6.1 8.3 5.6
Kinetic Super Aggressive 76.5 4.9 9.1 -
Kinetic Super Growth 61 5.3 8.8 -
Legal Super Balanced 74 5.9 8.2 5.8
LGSS Balanced Growth 70 6.4 8 4.9
Maritime Super Balanced 70 3.6 7.4 5
Mercer Growth 68 6.1 7.6 5.2
Mercer Growth Plus 66.5 5.4 6.9 4.8
Mine Wealth + Wellbeing Growth 80 5.1 7.8 5.7
MLC Horizon 4 68.5 7 8.5 5.7
MLC MySuper 70 5.7 - -
MTAA My AutoSuper (Balanced) 67.5 9.2 6.9 3.6
NGS Super Diversified (MySuper) 70 5.1 7.2 6
OnePath OptiMix Balanced 73 6 6.8 4.8
Optimum Growth 80 6.7 8.1 5.1
Plum MySuper 70 5.6 - -
Plum Pre-Mixed Moderate 70 6.2 8.3 5.7
QSuper Balanced 63.5 10.3 9.4 6.6
RBF Tasmania Balanced 74 5.7 8.2 5.9
REI Super Trustee Super Balanced (MySuper) 76 7.6 8.5 5.4
REST Core 75 5.6 9 7
REST Diversified 78 7.4 9.5 6.9
Russell Balanced 74 5.2 7.8 5.2
Russell Balanced Opps 75.5 5.8 7.6 -
Statewide Super Active Balanced 70 7.6 - -
Statewide Super MySuper 80 8.4 - -
Sunsuper Balanced 70 6.3 8.2 5.9
Tasplan MySuper Balanced 70 7.3 7.8 6.1
Telstra Super Balanced 74 5.5 9 6.7
UniSuper Balanced 70 8.2 9 6.5
VicSuper Growth (MySuper) 75 6.1 8.9 5.5
Vision Super Balanced Growth 74.5 5.9 8.4 5.7
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

Investment Returns

We produce investment performance surveys for the investment options of super funds and pension funds. The reason for the separate surveys is that, even where the funds invest with the same managers and in the same underlying pool of assets, the different tax treatment of super and pension products produces different results.

Put simply, super funds are subject to tax on their investment earnings (income and capital growth) while pension funds are not. The returns shown in our surveys are after investment fees and, for super funds, after tax.

In both the super and pension surveys we focus on multi-manager, diversified products which we group according to their risk profile. We determine each fund’s risk profile according to its mix of growth and defensive assets. Broadly, growth assets refer to shares and property, while defensive assets refer to fixed interest and cash.

The five categories we use are:

Risk Profile Level of Growth Assets %
All Growth 100
High Growth 81 - 100
Growth 61 - 80
Balanced Growth 41 - 60
Conservative Growth 21 - 40


We publish investment returns for the most common categories: growth risk profile for super funds and the conservative growth risk profile for pension funds. We do publish surveys for the other risk categories. These are available by subscription, as are surveys that cover the single asset sector options of super funds. For more information, contact us.


Media Release
- Super Funds Returns

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