MySuper (Balanced)

The MySuper (Balanced) Investment Option was introduced on 31 December 2013. This option is designed for members who want diversification across a range of asset classes with a balance of risk and return.

Objectives

To achieve high returns over the longer term, but with moderate to high risk.
The objective is for earnings to exceed inflation (measured by CPI) by at least 3% averaged over rolling 10 year periods after tax and fees.

Investment timeframe

At least 5 years

Asset allocation

Loading chart...
Asset Class Target asset
allocation
Range
Australian Equities 26% 20%-50%
International Equities 27% 15%-35%
Growth Alternatives 8% 0%-12%
Infrastructure 9% 2%-20%
Property 10% 2%-20%
Defensive Alternatives 2% 0%-10%
Fixed Interest 13% 5%-25%
Cash 5% 0%-10%

Fees

Investment fees 0.62%

more information

Risk

Risk level* Medium to high
Risk band* 5
Risk of negative return* The estimated likelihood of a negative annual return is 3.9 years in every 20 years.

*Refer to Standard risk measure table

Investment performance

Earning rates as at 31/07/2017

1mth 3mths FYTD 1yr 3yrs 5yrs 7yrs 10yrs
0.66% 2.00% 0.66% 9.18% 7.92% 10.69% 8.74% 5.15%

Past performance is not an indicator of future performance.
The earning rates above have been rounded to two (2) decimal places.
We have shown the declared earning rates applied to member accounts after fees and taxes have been deducted. 
You may not have received the actual earning rate shown in any given year due to the timing of transactions in your account.
The returns for periods greater than 1 year are compound annualised averages.
Prior to 31 December 2013, the MySuper (Balanced) Investment Option was known as the Balanced Investment Option.

For more information call us on 1300 131 293.

Earning rates

This graph has been calculated using weekly earning rates

Loading chart...
  • Data for

Past performance is not an indicator of future performance.
The earning rates above have been rounded to two (2) decimal places.
We have shown the declared earning rates applied to member accounts after fees and taxes have been deducted. 
You may not have received the actual earning rate shown in any given year due to the timing of transactions in your account.
The returns for periods greater than 1 year are compound annualised averages.
Prior to 31 December 2013, the MySuper (Balanced) Investment Option was known as the Balanced Investment Option.

For more information call us on 1300 131 293.

Weekly

Week ending Earning rate Unit price
15/09/2017 0.71% 1.8389
08/09/2017 -0.07% 1.8259
01/09/2017 0.10% 1.8271
25/08/2017 0.30% 1.8252
18/08/2017 0.20% 1.8198
11/08/2017 -0.34% 1.8161
04/08/2017 0.48% 1.8223
28/07/2017 -0.25% 1.8136
21/07/2017 -0.22% 1.8181
14/07/2017 0.56% 1.8221
07/07/2017 0.25% 1.8119
30/06/2017 0.84% 1.8073
23/06/2017 0.27% 1.7922
16/06/2017 -0.09% 1.7874
09/06/2017 -0.53% 1.7890
02/06/2017 0.25% 1.7986
26/05/2017 0.37% 1.7941
19/05/2017 -0.32% 1.7874
12/05/2017 0.41% 1.7931
05/05/2017 0.22% 1.7857
28/04/2017 1.05% 1.7818
21/04/2017 0.21% 1.7632
14/04/2017 -0.30% 1.7595
07/04/2017 0.54% 1.7648
31/03/2017 0.45% 1.7554
24/03/2017 0.04% 1.7475
17/03/2017 0.25% 1.7468
10/03/2017 0.35% 1.7424
03/03/2017 0.56% 1.7363
24/02/2017 -0.10% 1.7267
17/02/2017 0.62% 1.7285
10/02/2017 0.61% 1.7179
03/02/2017 -0.78% 1.7075
27/01/2017 0.75% 1.7209
20/01/2017 -0.55% 1.7081
13/01/2017 -0.38% 1.7175
06/01/2017 0.58% 1.7241
30/12/2016 -0.07% 1.7141
23/12/2016 0.63% 1.7153
16/12/2016 0.18% 1.7045
09/12/2016 1.31% 1.7015
02/12/2016 -0.44% 1.6795
25/11/2016 0.66% 1.6869
18/11/2016 0.47% 1.6758
11/11/2016 1.32% 1.6680
04/11/2016 -1.25% 1.6463
28/10/2016 -0.67% 1.6672
21/10/2016 0.36% 1.6785
14/10/2016 -0.61% 1.6724
07/10/2016 0.46% 1.6826
30/09/2016 -0.01% 1.6749
23/09/2016 0.54% 1.6750
16/09/2016 -0.34% 1.6660
09/09/2016 -0.13% 1.6716
02/09/2016 0.01% 1.6738
26/08/2016 -0.18% 1.6737
19/08/2016 0.34% 1.6767
12/08/2016 0.66% 1.6710
05/08/2016 -0.22% 1.6600
29/07/2016 0.02% 1.6636
22/07/2016 0.91% 1.6633
15/07/2016 1.56% 1.6483
08/07/2016 -0.25% 1.6230
01/07/2016 0.04% 1.6270
30/06/2016 1.50% 1.6264
24/06/2016 -0.47% 1.6135
17/06/2016 -1.31% 1.6212
10/06/2016 0.03% 1.6427
03/06/2016 -0.39% 1.6422
27/05/2016 1.05% 1.6487
20/05/2016 0.28% 1.6316
13/05/2016 0.52% 1.6271
06/05/2016 0.52% 1.6187
29/04/2016 0.16% 1.6103
22/04/2016 0.39% 1.6078
15/04/2016 1.26% 1.6016
08/04/2016 -0.09% 1.5816
01/04/2016 -0.28% 1.5830
25/03/2016 -0.11% 1.5875
18/03/2016 0.26% 1.5892
11/03/2016 -0.13% 1.5851
04/03/2016 0.96% 1.5872
26/02/2016 -0.14% 1.5721
19/02/2016 1.84% 1.5743
12/02/2016 -1.84% 1.5458
05/02/2016 -0.69% 1.5748
29/01/2016 0.59% 1.5858
22/01/2016 -0.39% 1.5765
15/01/2016 -0.47% 1.5826
08/01/2016 -1.52% 1.5900
01/01/2016 0.17% 1.6146
25/12/2015 0.75% 1.6118
18/12/2015 0.83% 1.5998
11/12/2015 -0.71% 1.5866
04/12/2015 -0.85% 1.5980
27/11/2015 -0.17% 1.6117
20/11/2015 1.06% 1.6144
13/11/2015 -1.50% 1.5974
06/11/2015 0.68% 1.6217
30/10/2015 0.09% 1.6108
23/10/2015 0.84% 1.6094
16/10/2015 0.37% 1.5960
09/10/2015 1.55% 1.5901
02/10/2015 0.13% 1.5659
25/09/2015 -0.62% 1.5639
18/09/2015 0.29% 1.5736
11/09/2015 0.31% 1.5690
04/09/2015 -0.89% 1.5642
28/08/2015 0.74% 1.5783
21/08/2015 -1.84% 1.5667
14/08/2015 -0.49% 1.5960
07/08/2015 -1.14% 1.6038
31/07/2015 0.43% 1.6223
24/07/2015 0.18% 1.6154
17/07/2015 1.22% 1.6125
10/07/2015 0.05% 1.5931
03/07/2015 * 0.56% 1.5923
30/06/2015 * -0.96% 1.5835
26/06/2015 0.29% 1.5989
19/06/2015 0.04% 1.5942
12/06/2015 -0.04% 1.5935
05/06/2015 -1.36% 1.5942
29/05/2015 0.65% 1.6162
22/05/2015 0.72% 1.6058
15/05/2015 0.32% 1.5944
08/05/2015 -1.11% 1.5893
01/05/2015 -0.92% 1.6071
24/04/2015 0.38% 1.6220
17/04/2015 -0.69% 1.6158
10/04/2015 1.09% 1.6270
03/04/2015 0.69% 1.6094
27/03/2015 -0.65% 1.5984
20/03/2015 1.03% 1.6089
13/03/2015 -0.19% 1.5925
06/03/2015 0.20% 1.5955
27/02/2015 0.45% 1.5923
20/02/2015 0.15% 1.5852
13/02/2015 0.76% 1.5828
06/02/2015 1.24% 1.5708
30/01/2015 0.82% 1.5516
23/01/2015 2.15% 1.5390
16/01/2015 -0.65% 1.5066
09/01/2015 -0.07% 1.5164
02/01/2015 0.01% 1.5174
26/12/2014 0.90% 1.5172
19/12/2014 1.15% 1.5036
12/12/2014 -1.33% 1.4865
05/12/2014 0.72% 1.5066
28/11/2014 0.65% 1.4958
21/11/2014 -0.14% 1.4862
14/11/2014 -0.46% 1.4883
07/11/2014 0.90% 1.4952
31/10/2014 1.04% 1.4818
24/10/2014 1.33% 1.4665
17/10/2014 -0.14% 1.4472
10/10/2014 -1.11% 1.4492
03/10/2014 -0.55% 1.4654
26/09/2014 -0.29% 1.4735
19/09/2014 0.18% 1.4778
12/09/2014 0.48% 1.4751
05/09/2014 0.16% 1.4680
29/08/2014 0.08% 1.4657
22/08/2014 0.83% 1.4645
15/08/2014 0.95% 1.4525
08/08/2014 -0.83% 1.4388
01/08/2014 -0.29% 1.4508
25/07/2014 0.53% 1.4550
18/07/2014 0.31% 1.4474
11/07/2014 -0.08% 1.4429
04/07/2014 * 0.82% 1.4441
30/06/2014 * 0.48% 1.4323
27/06/2014 0.27% 1.4255
20/06/2014 0.33% 1.4216
13/06/2014 -0.23% 1.4169
06/06/2014 0.01% 1.4201
30/05/2014 0.04% 1.4199
23/05/2014 0.82% 1.4193
16/05/2014 0.27% 1.4078
09/05/2014 -0.23% 1.4040
02/05/2014 0.04% 1.4073
25/04/2014 0.70% 1.4068
18/04/2014 0.56% 1.3970
11/04/2014 -0.86% 1.3892
04/04/2014 0.49% 1.4012
28/03/2014 -0.10% 1.3943
21/03/2014 0.19% 1.3957
14/03/2014 -1.38% 1.3930
07/03/2014 0.28% 1.4125
28/02/2014 0.45% 1.4086
21/02/2014 0.83% 1.4023
14/02/2014 1.44% 1.3908
07/02/2014 -0.67% 1.3710
31/01/2014 -0.89% 1.3802
24/01/2014 -0.56% 1.3926
17/01/2014 0.77% 1.4004
10/01/2014 0.12% 1.3897
03/01/2014 -0.22% 1.3881
27/12/2013 0.92% 1.3911
20/12/2013 1.64% 1.3784
13/12/2013 -0.12% 1.3562
06/12/2013 -0.79% 1.3578
29/11/2013 0.20% 1.3686
22/11/2013 0.40% 1.3659
15/11/2013 0.49% 1.3604
08/11/2013 0.15% 1.3537
01/11/2013 0.34% 1.3517
25/10/2013 0.68% 1.3471
11/10/2013 0.23% 1.3322
04/10/2013 -0.78% 1.3292
27/09/2013 0.33% 1.3396
20/09/2013 0.75% 1.3352
13/09/2013 0.96% 1.3253
06/09/2013 -0.08% 1.3127
30/08/2013 -0.08% 1.3138
23/08/2013 0.50% 1.3148
16/08/2013 0.13% 1.3083
09/08/2013 -1.00% 1.3066
02/08/2013 1.41% 1.3198
26/07/2013 0.53% 1.3014
19/07/2013 0.42% 1.2946
12/07/2013 0.96% 1.2892
05/07/2013 * 0.41% 1.2770
30/06/2013 * 0.25% 1.2718
28/06/2013 0.65% 1.2686
21/06/2013 0.22% 1.2604
14/06/2013 -0.22% 1.2576
07/06/2013 -0.92% 1.2604
31/05/2013 -0.16% 1.2721
24/05/2013 -0.94% 1.2741
17/05/2013 0.91% 1.2862
10/05/2013 1.94% 1.2746
03/05/2013 0.42% 1.2503
26/04/2013 1.47% 1.2451
19/04/2013 -0.56% 1.2271
12/04/2013 1.12% 1.2340
05/04/2013 -0.55% 1.2203
29/03/2013 0.16% 1.2271
22/03/2013 -1.15% 1.2251
15/03/2013 -0.31% 1.2394
08/03/2013 0.75% 1.2432
01/03/2013 0.65% 1.2340
22/02/2013 -0.19% 1.2260
15/02/2013 0.65% 1.2283
08/02/2013 0.43% 1.2204
01/02/2013 0.87% 1.2152
25/01/2013 0.54% 1.2047
18/01/2013 0.69% 1.1982
11/01/2013 0.38% 1.1900
04/01/2013 0.85% 1.1855
28/12/2012 0.50% 1.1755
21/12/2012 0.87% 1.1696
14/12/2012 0.49% 1.1595
07/12/2012 0.24% 1.1539
30/11/2012 0.90% 1.1511
23/11/2012 0.98% 1.1408
16/11/2012 -1.04% 1.1297
09/11/2012 -0.12% 1.1416
02/11/2012 0.09% 1.1430
26/10/2012 -1.13% 1.1420
19/10/2012 0.53% 1.1551
12/10/2012 -0.42% 1.1490
05/10/2012 1.50% 1.1539
28/09/2012 -0.18% 1.1368
21/09/2012 0.25% 1.1389
14/09/2012 0.70% 1.1361
07/09/2012 0.68% 1.1282
31/08/2012 -0.16% 1.1206
24/08/2012 0.12% 1.1224
17/08/2012 1.04% 1.1211
10/08/2012 0.90% 1.1096
03/08/2012 0.03% 1.0997
27/07/2012 0.12% 1.0994
20/07/2012 0.33% 1.0981
13/07/2012 -0.63% 1.0945
06/07/2012 * 0.58% 1.1014
30/06/2012 * 0.21% 1.0950
29/06/2012 0.69% 1.0927
22/06/2012 -0.13% 1.0852
15/06/2012 0.01% 1.0866
08/06/2012 -0.16% 1.0865
01/06/2012 0.10% 1.0882
25/05/2012 0.14% 1.0871
18/05/2012 -1.96% 1.0856
11/05/2012 -0.76% 1.1073
04/05/2012 0.38% 1.1158
27/04/2012 0.08% 1.1116
20/04/2012 0.40% 1.1107
13/04/2012 -0.59% 1.1063
06/04/2012 -0.13% 1.1129
30/03/2012 0.74% 1.1143
23/03/2012 0.10% 1.1061
16/03/2012 0.93% 1.1050
09/03/2012 -0.07% 1.0948
02/03/2012 -0.01% 1.0956
24/02/2012 1.06% 1.0957
17/02/2012 -0.07% 1.0842
10/02/2012 0.18% 1.0850
03/02/2012 0.06% 1.0830
27/01/2012 0.27% 1.0823
20/01/2012 0.62% 1.0794
13/01/2012 0.98% 1.0727
06/01/2012 0.55% 1.0623
30/12/2011 -0.45% 1.0565
23/12/2011 0.13% 1.0613
16/12/2011 -0.46% 1.0599
09/12/2011 -0.47% 1.0648
02/12/2011 2.45% 1.0698
25/11/2011 -1.55% 1.0442
18/11/2011 -1.00% 1.0606
11/11/2011 0.40% 1.0713
04/11/2011 -0.27% 1.0670
28/10/2011 1.72% 1.0699
21/10/2011 -0.47% 1.0518
14/10/2011 0.28% 1.0568
07/10/2011 1.01% 1.0539
30/09/2011 0.96% 1.0434
23/09/2011 -1.83% 1.0335
16/09/2011 0.43% 1.0528
09/09/2011 -0.29% 1.0483
02/09/2011 0.62% 1.0513
26/08/2011 0.74% 1.0448
19/08/2011 -1.12% 1.0371
12/08/2011 -0.29% 1.0488
05/08/2011 -2.58% 1.0518
29/07/2011 -1.29% 1.0796
22/07/2011 0.88% 1.0937
15/07/2011 -0.88% 1.0842
08/07/2011 0.40% 1.0938
01/07/2011 * 0.00% 1.0894
30/06/2011 * 1.38% 1.0894
24/06/2011 0.58% 1.0746
17/06/2011 -0.90% 1.0684
10/06/2011 -0.29% 1.0781
03/06/2011 -0.48% 1.0812
27/05/2011 -0.39% 1.0864
20/05/2011 0.07% 1.0906
13/05/2011 0.01% 1.0898
06/05/2011 -0.37% 1.0897
29/04/2011 -0.51% 1.0937
22/04/2011 0.28% 1.0993
15/04/2011 -0.85% 1.0962
08/04/2011 0.62% 1.1056
01/04/2011 1.08% 1.0988
25/03/2011 0.98% 1.0871
18/03/2011 -0.39% 1.0766
11/03/2011 -1.62% 1.0808
04/03/2011 0.77% 1.0986
25/02/2011 -1.10% 1.0902
18/02/2011 0.77% 1.1023
11/02/2011 0.10% 1.0939
04/02/2011 0.50% 1.0928
28/01/2011 0.09% 1.0874
21/01/2011 -0.47% 1.0864
14/01/2011 1.22% 1.0915
07/01/2011 0.52% 1.0783
31/12/2010 -0.21% 1.0727
24/12/2010 0.31% 1.0750
17/12/2010 0.24% 1.0717
10/12/2010 0.36% 1.0691
03/12/2010 1.01% 1.0653
26/11/2010 -0.35% 1.0547
19/11/2010 -0.52% 1.0584
12/11/2010 -0.62% 1.0639
05/11/2010 1.33% 1.0705
29/10/2010 0.11% 1.0564
22/10/2010 -0.17% 1.0552
15/10/2010 0.32% 1.0570
08/10/2010 1.02% 1.0536
01/10/2010 -0.07% 1.0430
24/09/2010 -0.26% 1.0437
17/09/2010 1.14% 1.0464
10/09/2010 0.43% 1.0346
03/09/2010 1.66% 1.0302
27/08/2010 -0.48% 1.0134
20/08/2010 0.07% 1.0183
13/08/2010 -0.98% 1.0176
06/08/2010 1.04% 1.0277
30/07/2010 0.40% 1.0171
23/07/2010 0.41% 1.0130
16/07/2010 * 0.89% 1.0089
30/06/2010 0.00% 1.0000
16/01/2008 -1.52% 1.5900
  • Or from

  • to

Past performance is not an indicator of future performance.
The earning rates above have been rounded to two (2) decimal places.
We have shown the declared earning rates applied to member accounts after fees and taxes have been deducted. 
If you leave the Fund during the year your earnings will be applied using the applicable earning rate for each complete week and the interim earning rate for the period from the last earning rate to the day of exit. The interim earning rate is currently 0.026% (1.36% per annum - effective 20/08/2016).
* Period other than 7 days. 

Prior to 31 December 2013, the MySuper (Balanced) Investment Option was known as the Balanced Investment Option.

For more information call us on 1300 131 293.

 

Monthly

Month ending Earning rate Unit price
Jul 2017 0.66% 1.8193
Jun 2017 0.88% 1.8126
May 2017 0.44% 1.7916
Apr 2017 1.44% 1.7837
Mar 2017 1.89% 1.7584
Feb 2017 0.87% 1.7258
Jan 2017 -0.11% 1.7109
Dec 2016 1.69% 1.7127
Nov 2016 1.13% 1.6843
Oct 2016 -0.72% 1.6655
Sep 2016 0.12% 1.6776
Aug 2016 0.55% 1.6756
Jul 2016 2.46% 1.6664
Jun 2016 -1.00% 1.6278
May 2016 2.66% 1.6545
Apr 2016 1.34% 1.6117
Mar 2016 1.32% 1.5904
Feb 2016 -1.16% 1.5697
Jan 2016 -2.08% 1.5882
Dec 2015 0.88% 1.6220
Nov 2015 -0.43% 1.6079
Oct 2015 3.08% 1.6148
Sep 2015 -0.75% 1.5665
Aug 2015 -2.75% 1.5783
Jul 2015 2.49% 1.6229
Jun 2015 -1.96% 1.5864
May 2015 0.90% 1.6152
Apr 2015 -0.42% 1.6009
Mar 2015 0.62% 1.6078
Feb 2015 2.96% 1.5980
Jan 2015 2.32% 1.5521
Dec 2014 1.40% 1.5169
Nov 2014 0.71% 1.4960
Oct 2014 0.92% 1.4855
Sep 2014 0.36% 1.4720
Aug 2014 0.61% 1.4667
Jul 2014 1.78% 1.4578
Jun 2014 0.92% 1.4363
May 2014 0.84% 1.4193
Apr 2014 0.59% 1.4075
Mar 2014 -0.67% 1.3992
Feb 2014 2.06% 1.4087
Jan 2014 -1.21% 1.3803
Dec 2013 1.84% 1.3972
Nov 2013 1.41% 1.3719
Oct 2013 1.61% 1.3528
Sep 2013 1.36% 1.3314
Aug 2013 0.34% 1.3136
Jul 2013 2.94% 1.3092
Jun 2013 -0.03% 1.2728
May 2013 1.66% 1.2722
Apr 2013 1.55% 1.2514
Mar 2013 -0.28% 1.2323
Feb 2013 2.11% 1.2357
Jan 2013 2.52% 1.2102
Dec 2012 2.47% 1.1805
Nov 2012 0.46% 1.1520
Oct 2012 0.73% 1.1467
Sep 2012 1.54% 1.1384
Aug 2012 1.66% 1.1211
Jul 2012 0.71% 1.1028
Jun 2012 0.24% 1.0950
May 2012 -1.99% 1.0924
Apr 2012 0.15% 1.1146
Mar 2012 1.48% 1.1129
Feb 2012 1.49% 1.0967
Jan 2012 2.15% 1.0806
Dec 2011 0.16% 1.0579
Nov 2011 -0.96% 1.0562
Oct 2011 2.28% 1.0664
Sep 2011 -1.24% 1.0426
Aug 2011 -1.92% 1.0557
Jul 2011 -1.23% 1.0764
Jun 2011 -0.23% 1.0898
May 2011 -0.25% 1.0923
Apr 2011 -0.16% 1.0950
Mar 2011 0.43% 1.0967
Feb 2011 0.67% 1.0920
Jan 2011 0.64% 1.0847
Dec 2010 2.27% 1.0778
Nov 2010 -0.29% 1.0539
Oct 2010 1.25% 1.0570
Sep 2010 2.59% 1.0439
Aug 2010 -0.16% 1.0175
Jul 2010 1.91% 1.0191
Jun 2010 -1.23% 1.0000
May 2010 -3.28% 0.0000
Apr 2010 0.08% 0.0000
Mar 2010 3.16% 0.0000
Feb 2010 0.88% 0.0000
Jan 2010 -2.38% 0.0000
Dec 2009 2.72% 0.0000
Nov 2009 1.47% 0.0000
Oct 2009 -0.43% 0.0000
Sep 2009 2.95% 0.0000
Aug 2009 2.10% 0.0000
Jul 2009 4.02% 0.0000
Jun 2009 2.31% 0.0000
May 2009 1.56% 0.0000
Apr 2009 3.16% 0.0000
Mar 2009 3.53% 0.0000
Feb 2009 -3.46% 0.0000
Jan 2009 -1.16% 0.0000
Dec 2008 0.23% 0.0000
Nov 2008 -3.83% 0.0000
Oct 2008 -7.83% 0.0000
Sep 2008 -6.57% 0.0000
Aug 2008 1.63% 0.0000
Jul 2008 -1.38% 0.0000
Jun 2008 -5.16% 0.0000
May 2008 0.40% 0.0000
Apr 2008 2.81% 0.0000
Mar 2008 -2.40% 0.0000
Feb 2008 0.17% 0.0000
Jan 2008 -6.40% 0.0000
Dec 2007 0.39% 0.0000
Nov 2007 -1.78% 0.0000
Oct 2007 2.07% 0.0000
Sep 2007 2.97% 0.0000
Aug 2007 0.07% 0.0000
Jul 2007 -0.45% 0.0000
Jun 2007 0.06% 0.0000
May 2007 2.24% 0.0000
Apr 2007 1.89% 0.0000
Mar 2007 1.30% 0.0000
Feb 2007 0.08% 0.0000
Jan 2007 1.48% 0.0000
Dec 2006 2.33% 0.0000
Nov 2006 1.61% 0.0000
Oct 2006 2.01% 0.0000
Sep 2006 1.66% 0.0000
Aug 2006 2.02% 0.0000
Jul 2006 -0.08% 0.0000
Jun 2006 1.08% 0.0000
May 2006 -2.65% 0.0000
Apr 2006 0.58% 0.0000
Mar 2006 2.96% 0.0000
Feb 2006 0.97% 0.0000
Jan 2006 2.04% 0.0000
Dec 2005 2.23% 0.0000
Nov 2005 2.88% 0.0000
Oct 2005 -2.16% 0.0000
Sep 2005 3.00% 0.0000
Aug 2005 0.93% 0.0000
Jul 2005 1.90% 0.0000
Jun 2005 2.22% 0.0000
May 2005 2.31% 0.0000
Apr 2005 -1.57% 0.0000
Mar 2005 -0.53% 0.0000
Feb 2005 1.26% 0.0000
Jan 2005 0.74% 0.0000
Dec 2004 1.93% 0.0000
Nov 2004 2.50% 0.0000
Oct 2004 1.66% 0.0000
Sep 2004 1.88% 0.0000
Aug 2004 1.21% 0.0000
Jul 2004 0.07% 0.0000
Jun 2004 1.49% 0.0000
May 2004 0.36% 0.0000
Apr 2004 0.05% 0.0000
Mar 2004 1.37% 0.0000
Feb 2004 1.50% 0.0000
Jan 2004 -0.16% 0.0000
Dec 2003 2.03% 0.0000
Nov 2003 -0.61% 0.0000
Oct 2003 1.44% 0.0000
Sep 2003 0.14% 0.0000
Aug 2003 1.89% 0.0000
Jul 2003 2.04% 0.0000
Jun 2003 0.68% 0.0000
May 2003 1.01% 0.0000
Apr 2003 2.53% 0.0000
Mar 2003 1.37% 0.0000
Feb 2003 -1.99% 0.0000
Jan 2003 -1.38% 0.0000
Dec 2002 -1.42% 0.0000
Nov 2002 2.20% 0.0000
Oct 2002 2.34% 0.0000
Sep 2002 -2.91% 0.0000
Aug 2002 1.26% 0.0000
Jul 2002 -3.05% 0.0000
Jun 2002 -2.55% 0.0000
May 2002 0.39% 0.0000
Apr 2002 -0.36% 0.0000
Mar 2002 1.69% 0.0000
Feb 2002 -0.26% 0.0000
Jan 2002 -0.74% 0.0000
Dec 2001 8.36% 0.0000
  • Or from

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Past performance is not an indicator of future performance.
The earning rates above have been rounded to two (2) decimal places.
We have shown the declared earning rates applied to member accounts after investment fees and taxes have been deducted. 
You may not have received the actual earning rate shown in any given year due to the timing of transactions in your account.
Prior to 31 December 2013, the MySuper (Balanced) Investment Option was known as the Balanced Investment Option. 

For more information call us on 1300 131 293.

Comparison between return target and return

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  • Annual Returns
  • Average return target
  • 10 year average return

Past performance is not an indicator of future performance.

Return

4.82%

10 year average return at 30 June 2017.

Return target

CPI + 4.40%

The Return target* is the Consumer Price Index (CPI) + 4.4% per year over the long-term (2017-2026).

Statement of fees and other costs

$509.60

statement fees summary

Level of investment risk

Medium to high

Negative returns expected in 3.9 years in every 20 years.

*The Return Target is the mean (average) estimated annual return over a rolling ten year period above the consumer price index, after deducting fees and taxes. The Return Target shown in this Product Dashboard is different from the MySuper (Balanced) Investment option’s objective of CPI + 3% and is calculated in accordance with the requirements that apply to MySuper. AustSafe Super expects to achieve the investment objective of CPI + 3% over rolling 10 years.