Unit prices and returns

Core Super, Executive Super & Select Super returns and unit prices
Month-end returns as at 31 December 2018 Weekly unit prices
1 month FYTD 1 yr (%pa) 3 yr (%pa) 5 yr (%pa) 7 yr (%pa) 10 yr (%pa) as at 1 February 2019
Stable -0.16 -0.18 2.22 4.62 5.08 5.83 5.90 2.3577
Conservative -0.33 -0.86 1.86 5.10 5.27 7.23 6.71 1.8027
Balanced -1.21 -3.24 0.92 6.69 7.35 9.42 8.13 3.3886
Growth -1.77 -4.74 0.42 7.80 8.72 11.11 9.08 3.4843
Combined Shares -2.45 -7.33 -1.97 7.48 8.37 11.79 10.19 2.3786
Cash 0.18 1.03 2.01 2.11 2.34 2.80 2.95 1.7735
Bonds/Fixed Interest 0.92 1.40 2.10 3.32 4.19 4.40 6.30 2.3043
Property 1.51 3.20 10.31 12.55 11.57 10.02 7.53 3.4037
Australian Shares -1.21 -8.39 3.40 7.24 7.34 10.16 9.51 4.7397
International Shares -3.54 -6.26 0.70 7.57 8.52 13.54 10.57 2.7138

*The Conservative and Combined Shares investment options are available in Executive Super and Select Super only. Past performance is not an indication of future performance.

Source: SuperRatings Fund Crediting Rate Survey

Historical Unit Prices

Core Super

Executive/Select Super

Core/Executive/Select Super 

 

Super Stream account-based pension Investment returns and unit prices
Month-end returns as at 31 December 2018 Weekly unit prices
1 month FYTD 1 yr (%pa) 3 yr (%pa) 5 yr (%pa) 7 yr (%pa) 10 yr (%pa) as at 1 February 2019
Stable -0.18 -0.17 2.43 5.17 5.54 6.50 6.60 2.5154
Conservative -0.38 -1.07 1.99 5.81 6.10 8.28 7.60 1.9478
Balanced -1.38 -3.71 0.90 7.46 8.22 10.48 8.97 3.6583
Growth -2.01 -5.48 0.07 8.58 9.43 12.06 9.81 3.6085
Combined Shares -2.80 -8.34 -2.38 8.51 8.97 12.68 10.84 2.5213
Cash 0.21 1.21 2.36 2.47 2.72 3.28 3.40 1.9243
Bonds/Fixed Interest 1.07 1.69 2.45 3.82 4.82 5.10 7.36 2.5364
Property 1.72 3.72 11.42 14.08 12.89 11.17 8.31 3.6446
Australian Shares -1.39 -9.51 -3.99 8.11 8.29 11.23 10.37 4.9462
International Shares -4.02 -7.13 -1.20 8.44 9.38 14.34 11.12 2.9987

Past performance is not an indication of future performance.

Source: SuperRatings Fund Crediting Rate Survey

Historical Unit Prices

Stream

 

Super Stream Transition to Retirement Investment returns and unit prices
Month-end returns as at 31 December 2018 Weekly unit prices
1 month FYTD 1 yr (%pa) 3 yr (%pa) 5 yr (%pa) 7 yr (%pa) 10 yr (%pa) as at 1 February 2019
Stable -0.16 -0.18 2.22 5.02 5.45 6.44 6.55 2.3577
Conservative -0.33 -0.86 1.86 5.60 5.97 8.19 7.54 1.8027
Balanced -1.21 -3.24 0.92 7.29 8.12 10.41 8.92 3.3886
Growth -1.77 -4.74 0.42 8.48 9.36 12.01 9.78 3.4843
Combined Shares -2.45 -7.33 -1.97 8.31 8.85 12.59 10.78 2.3786
Cash 0.18 1.03 2.01 2.30 2.62 3.20 3.34 1.7735
Bonds/Fixed Interest 0.92 1.40 2.10 3.62 4.70 5.02 7.30 2.3043
Property 1.51 3.20 10.31 13.54 12.57 10.94 8.15 3.4037
Australian Shares -1.21 -8.39 -3.40 7.95 8.20 11.17 10.33 4.7397
International Shares -3.54 -6.26 -0.70 8.23 9.26 14.25 11.06 2.7138

Past performance is not an indication of future performance.
Source: SuperRatings Fund Crediting Rate Survey

 

Important information about unit pricing & investment switching

Unit Price Cycle
The Unit Prices are updated weekly. The unit price weekly cycle commences at 12.00am on a Saturday morning, and ends at 11.59pm on a Friday evening.
At the end of this cycle, a unit price is determined based on the investment market movements from the weekly cycle.
This price is then made available with an effective date of Thursday following the end of the weekly cycle.

Investment Switching
Members can switch as often as they want without incurring any charge. However, only 1 switch will be accepted per weekly unit price cycle.
The last investment switch received when the weekly unit price cycle closes (11.59pm Friday night), will be applied to a Members account.