Performance

Monthly declared rates for the last 12 months

If you have investment choice, the choice you make should reflect factors such as how comfortable you feel with the possibility of investment values and returns fluctuating and how long your investment horizon is. You should also take account of where you have invested your non-superannuation savings. You may need financial planning advice before making a decision about your superannuation.

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*Prior to February 2015 the current Trustee Selection and Growth Strategies were combined as one Growth Strategy. All historical reporting for both the Trustee Selection and Growth Strategies use pre February 2015 Growth Strategy returns.
**The University Conservative Diversified and University Cash Strategies were introduced in October 2014 and reporting commenced at this time.

Important information for members about the investment returns for the Trustee Selection and Growth Strategies

The Growth and Trustee Selection Strategies were created to allow the Trustee more flexibility to closely tailor the two strategies to suit the expectations and differing requirements of members and employers. Whilst the two strategies are similar in terms of their risk and return characteristics there will be fluctuations in returns, especially in the short term as a result of differences in specific manager performances, but also over the longer term horizon as the Trustee further tailors these portfolios for the specific member and employer needs.

Past investment performance is no indication of guarantee of future investment performance.

The above two investment performance tables and graphs provide information about how the Pooled Fund investment strategies have performed over time. The crediting rates shown above have been rounded to one decimal point and are shown as an annual rate. Actual crediting rates are declared monthly to four decimal places. The annual rate is the compounded monthly rates.