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RIAA 6th International Responsible Investment Conference
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Congratulations to Australian Ethical Retail Superannuation Fund on winning our new 2008 Infinity Award - the fund that best understands and embraces the significance of its environmental and ethical responsibility.
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2008 Fund of the Year
Congratulations to HOSTPLUS on winning our Fund of the Year award.


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2008 Investment Returns

Updated monthly, the following table provides the top five returns for respective superannuation investment options. The investment performance figures are an extract from the SuperRatings Fund Crediting Rate Survey which covers over 8 million member accounts and $85 billion in superannuation savings.

The respective SuperRatings SR 50 Indices displayed below are based solely on a composite group of Industry, MasterTrust, Public Sector and Corporate funds whilst the SuperRatings Balance Index considers all respective investment options.

Investment returns are expressed net of fees and tax.
Number in parentheses represent growth asset ratio .

**Interim results subject to confirmation
+ no tax on earning rate under constitutional protection
 
Balanced Options
  FYTD to 31 July 2008 Return %
1. MTAA Super - Growth -0.08
2. AUSCOAL Super - AUSCOAL Balanced -0.33
3. REST - Core Strategy** -0.5
4. Asset Super - Medium Growth -0.67
5 Equipsuper Corp - Balanced Growth -0.7
  Options in Survey 85
  SR 50 Balanced (60-76) Index -1.1
Balanced Options
  1 Year to 31 July 2008 Return % pa
1. MTAA Super - Growth 2.56
2. Military Super - Balanced -1.41
3. MTAA Super - Balanced -2.1
4. AUSCOAL Super - AUSCOAL Balanced -2.12
5 PSSap - Trustee Choice -2.72
  Options in Survey 86
  SR 50 Balanced (60-76) Index -6.7
Balanced Options
  3 Years to 31 July 2008 Return % pa
1. MTAA Super - Growth 12.43
2. MTAA Super - Balanced 10.34
3. Buss(Q) - Balanced Growth** 9
4. Westscheme - Trustee's Selection** 8.47
5. Cbus - Core Strategy 8.3
  Options in Survey 79
  SR 50 Balanced (60-76) Index 6.24
     
Balanced Options
  5 Years to 31 July 2008 Return % pa
1. MTAA Super - Growth 14.28
2. MTAA Super - Balanced 12.88
3. Buss(Q) - Balanced Growth** 11.29
4. Cbus - Core Strategy 10.6
5. HOSTPLUS - Balanced 10.51
  Options in Survey 71
  SR 50 Balanced (60-76) Index 9.12
     
Growth Options
  FYTD to 31 July 2008 Return %
1. LG Super Q Accum - Growth Smoothed** -0.14
2. CARE Super - Alternative Growth -0.62
3. REST - Diversified -0.85
4. AUSCOAL Super - AUSCOAL Growth -0.89
5. Combined Fund - Growth -1.05
  Options in Survey 59
  SR 50 Growth (77-90) Index -1.76
     
Growth Options
  1 Year to 31 July 2008 Return % pa
1. LG Super Q Accum - Growth Smoothed** 1.92
2. Military Super - Growth -2.95
3. Military Super - High Growth -4.69
4. OSF Super - Mix 90 -5.42
5. AUSCOAL Super - AUSCOAL Growth -5.59
  Options in Survey 60
  SR 50 Growth (77-90) Index -10.39
     
Growth Options
  3 Years to 31 July 2008 Return % pa
1. LG Super Q Accum - Growth Smoothed** 9.84
2. OSF Super - Mix 90 8.91
3. HOSTPLUS - Shares Plus 8.74
4. PSSap - Aggressive 8.35
5. Military Super - Growth 8.27
  Options in Survey 53
  SR 50 Growth (77-90) Index 5.98
     
Growth Options
  5 Years to 31 July 2008 Return % pa
1. HOSTPLUS - Shares Plus 11.4
2. Military Super - High Growth 11.32
3. UniSuper Accum (1) - Growth 10.95
4. AustralianSuper - High Growth 10.8
5. OSF Super - Mix 90 10.79
  Options in Survey 44
  SR 50 Growth (77-90) Index 9.03
     
Australian Share Options
  FYTD to 31 July 2008 Return %
1. AXA Super Dir for Bus - AXA's Wsale Aust Equity-Industrials Fund 1.16
2. AXA Super Dir for Bus - AXA's Wsale Aust Equity-Value Fund -0.29
3. MLC MKey - MLC IncomeBuilder -1.5
4. AXA Super Dir for Bus - Multi-manager Australian Equities -1.52
5. Asset Super - Australian Shares -1.53
  Options in Survey 68
  SR 50 Australian Shares Index -3.44
     
Australian Share Options
  1 Year to 31 July 2008 Return % pa
1. ING Corp - ING Australian Shares -9.12
2. BT Bus Super - BT Core Australian Shares (Closed) -9.4
3. ING Integra - ING Australian Shares -9.53
4. BT Lifetime Super Emp - BT Australian Share -9.69
5 BT Bus Super - Westpac Australian Shares -10.04
  Options in Survey 69
  SR 50 Australian Shares Index -13.82
     
Australian Share Options
  3 Years to 31 July 2008 Return % pa
1. Westscheme - Australian Shares** 10.23
2. City Super - Australian Shares 10.2
3. HOSTPLUS - Australian Shares 9.96
4. ING Corp - ING Australian Shares 9.82
5. Telstra Super Corp Plus - Australian Shares 9.66
  Options in Survey 61
  SR 50 Australian Shares Index 8.43
     
Australian Share Options
  5 Years to 31 July 2008 Return % pa
1. Intrust Core Super - Australian Shares 15.56
2. Westscheme - Australian Shares** 15.18
3. REST - Australian Shares 15.11
4. Telstra Super Corp Plus - Australian Shares 15.11
5. ING Corp - ING Australian Shares 14.79
  Options in Survey 44
  SR 50 Australian Shares Index 13.69
     
International Share Options
  FYTD to 31 July 2008 Return %
1. BT Bus Super - Partner International Shares Growth 1 0.73
2. BT Bus Super - Partner International Shares Core 1 0.49
3. BT Lifetime Super Emp - BT International Share 0.35
4. BT Bus Super - BT Core Global Shares 0.29
5. City Super - International Shares -0.1
  Options in Survey 69
  SR 50 International Shares Index -1.2
     
International Share Options
  1 Year to 31 July 2008 Return % pa
1. legalsuper - Overseas Shares -10.4
2. AGEST - International Shares (Hedged) -11.39
3. PSSap - International Shares -11.42
4. GESB Super - International Shares** -11.83
5. QSuper - International Shares -12.25
  Options in Survey 70
  SR 50 International Shares Index -16.85
     
International Share Options
  3 Years to 31 July 2008 Return % pa
1. PSSap - International Shares 6.04
2. AustSafe Super - International Equities 5.4
3. HOSTPLUS - International Shares 5.36
4. GESB - WSS - International Shares** 4.16
5. AUSCOAL Super - International Shares 3.79
  Options in Survey 59
  SR 50 International Shares Index 0.35
     
International Share Options
  5 Years to 31 July 2008 Return % pa
1. HOSTPLUS - International Shares 8.18
2. GESB - WSS - International Shares** 7.86
3. Telstra Super Corp Plus - International Shares 7.66
4. Intrust Core Super - International Shares 6.14
5. REST - Overseas Shares 5.88
  Options in Survey 42
  SR 50 International Shares Index 3.05
     
Capital Stable Options
  FYTD to 31 July 2008 Return %
1. LGSS NSW - Accum - Capital Guarded 0.5
2. ING Corp - ING Capital Stable 0.41
3. VISSF - Conservative 0.4
4. ING Integra - ING Capital Stable 0.38
5 Equipsuper Corp - Conservative 0.32
  Options in Survey 73
  SR50 Capital Stable (20-40) Index -0.02
     
Capital Stable Options
  1 Year to 31 July 2008 Return % pa
1. Suncorp Easy Super - Suncorp Capital Guaranteed Cash Plus 5.9
2. ING Corp - ING Capital Guaranteed (Closed) 3.9
3. Catholic Super - Conservative 3.1
4. AGEST - Conservative 3.1
5. HOSTPLUS - Capital Stable 2.8
  Options in Survey 75
  SR50 Capital Stable (20-40) Index -0.4
     
Capital Stable Options
  3 Years to 31 July 2008 Return % pa
1. legalsuper - Conservative 8.4
2. MTAA Super - Conservative 8.1
3. Buss(Q) - Defensive** 8
4. Catholic Super - Conservative 7.3
5. Cbus - Conservative 6.9
  Options in Survey 68
  SR50 Capital Stable (20-40) Index 5.2
     
Capital Stable Options
  5 Years to 31 July 2008 Return % pa
1. MTAA Super - Conservative 9.2
2. Buss(Q) - Defensive** 8.8
3. Cbus - Conservative 7.9
4. AUSCOAL Super - AUSCOAL Stable 7.7
5. HOSTPLUS - Capital Stable 7.7
  Options in Survey 59
  SR50 Capital Stable (20-40) Index 6.5
     

Property Options
  FYTD to 31 July 2008 Return %
1. HOSTPLUS - Property 0.6
2. Equipsuper Corp - Property 0.2
3. AustSafe Super - Property 0.1
4. Intrust Core Super - Property 0.1
5. AustralianSuper - Property 0.1
  Options in Survey 43
  SR25 Property Index -1.7
     
Property Options
  1 Year to 31 July 2008 Return % pa
1. OSF Super - Property 24.6
2. Intrust Core Super - Property 19.7
3. Combined Fund - Property 12.4
4. PSSap - Property 11.8
5. AustSafe Super - Property 10.7
  Options in Survey 43
  SR25 Property Index -20.9
     
Property Options
  3 Years to 31 July 2008 Return % pa
1. Intrust Core Super - Property 15.2
2. Equipsuper Corp - Property 14.4
3. PSSap - Property 14.2
4. Vision SS - Property 13.7
5. Combined Fund - Property 13.4
  Options in Survey 37
  SR25 Property Index -0.1
     
Property Options
  5 Years to 31 July 2008 Return % pa
1. Equipsuper Corp - Property 13.2
2. Intrust Core Super - Property 12.8
3. Combined Fund - Property 12.1
4. Catholic Super - Property 11.7
5. HOSTPLUS - Property 11.6
  Options in Survey 28
  SR25 Property Index 4.8
     
Cash Options
  FYTD to 31 July 2008 Return %
1. EISS Accum - Cash Plus 1.1
2. LGSS NSW - Accum - Cash Plus 1.1
3. Accountants Super - Cash** 1.1
4. Local Super (SA/NT) - Cash Option 0.7
5. Military Super - Cash 0.7
  Options in Survey 61
  SR50 Cash Index 0.5
     
Cash Options
  1 Year to 31 July 2008 Return % pa
1. HOSTPLUS - Cash 6.8
2. FuturePlus - Cash 6.8
3. Rei Super - Super Cash 6.6
4. EISS Accum - Cash Plus 6.6
5 Equipsuper Corp - Cash 6.5
  Options in Survey 61
  SR50 Cash Index 5.3
     
Cash Options
  3 Years to 31 July 2008 Return % pa
1. GESB - WSS - Cash Plan** 6.3
2. HOSTPLUS - Cash 6
3. FuturePlus - Cash 5.9
4. Military Super - Cash 5.8
5. LGSS NSW - Accum - Cash Plus 5.7
  Options in Survey 55
  SR50 Cash Index 5.3
     
Cash Options
  5 Years to 31 July 2008 Return % pa
1. GESB - WSS - Cash Plan** 6.1
2. HOSTPLUS - Cash 5.5
3. Catholic Super - Cash 5.5
4. UniSuper Accum (1) - Cash 5.3
5. FuturePlus - Cash 5.3
  Options in Survey 49
  SR50 Cash Index 4.9
     

Fixed Interest Options
  FYTD to 31 July 2008 Return %
1. QSuper - Fixed Interest 1.75
2. ING Corp - ING Diversified Fixed Interest 1.51
3. Westscheme - Bonds** 1.51
4. REST - Bond 1.51
5. City Super - Fixed Interest 1.5
  Options in Survey 34
  SR25 Diversified Fixed Interest Index 1.12
     
Fixed Interest Options
  1 Year to 31 July 2008 Return % pa
1. Vision SS - Fixed Interest 8.1
2. AUSCOAL Super - Bonds 7.3
3. HOSTPLUS - Diversified Fixed Interest 6
4. OSF Super - Fixed Interest 5.9
5 MTAA Super - Diversified Fixed Interest 5.8
  Options in Survey 33
  SR25 Diversified Fixed Interest Index 4.5
     
Fixed Interest Options
  3 Years to 31 July 2008 Return % pa
1. Vision SS - Fixed Interest 5.2
2. AUSCOAL Super - Bonds 4.5
3. HOSTPLUS - Diversified Fixed Interest 4.5
4. MTAA Super - Diversified Fixed Interest 4.2
5. REST - Bond 4.16
  Options in Survey 29
  SR25 Diversified Fixed Interest Index 3.6
     
Fixed Interest Options
  5 Years to 31 July 2008 Return % pa
1. HOSTPLUS - Diversified Fixed Interest 5.6
2. Legg Mason - Corp MT - Model Fixed Interest 5.3
3. CARE Super - Fixed Interest 5.2
4. AustralianSuper - Diversified Fixed Interest 5.1
5. Aon MT - Diversified Fixed Interest 5.01
  Options in Survey 23
  SR25 Diversified Fixed Interest Index 4.6
     

High Growth Options
  FYTD to 31 July 2008 Return %
1. REST - High Growth -1.22
2. BT Bus Super - Multi-manager High Growth -1.24
3. REST - Shares -1.48
4. AUSCOAL Super - AUSCOAL Aggressive -1.61
5. UniSuper Accum (1) - High Growth -1.67
  Options in Survey 41
  SR 25 High Growth (91-100) Index -2.05
     
High Growth Options
  1 Year to 31 July 2008 Return % pa
1. Buss(Q) - High Growth** -6.92
2. QSuper - High Growth -8.92
3. REST - High Growth -8.99
4. legalsuper - Aggressive -9
5 AGEST - Growth -9.12
  Options in Survey 42
  SR 25 High Growth (91-100) Index -13.69
     
High Growth Options
  3 Years to 31 July 2008 Return % pa
1. Buss(Q) - High Growth** 9.53
2. legalsuper - Aggressive 8.08
3. UniSuper Accum (1) - High Growth 7.87
4. AustSafe Super - Super Growth 7.24
5. Catholic Super - Aggressive 7.1
  Options in Survey 35
  SR 25 High Growth (91-100) Index 5.13
     
High Growth Options
  5 Years to 31 July 2008 Return % pa
1. Buss(Q) - High Growth** 12.41
2. UniSuper Accum (1) - High Growth 12
3. REST - Shares 11.48
4. ESSSuper Accum - Shares Only 11.32
5. QSuper - High Growth 10.82
  Options in Survey 29
  SR 25 High Growth (91-100) Index 9.7
     

Secure Options
  FYTD to 31 July 2008 Return %
1. Buss(Q) - Cash Plus** 0.9
2. City Super - Secure 0.8
3. Aon MT - Secure (Index) 0.71
4. REST - Cash Plus 0.67
5. IOOF PS Corp - IOOF MultiMix Capital Enhanced Trust 0.6
  Options in Survey 19
  SR25 Secure (0-19) Index 0.48
     
Secure Options
  1 Year to 31 July 2008 Return % pa
1. Buss(Q) - Cash Plus** 6.99
2. REST - Cash Plus 5.2
3. Cbus - Capital Guaranteed 5.1
4. Aon MT - Secure (Index) 5.05
5 ING Integra - ING Mortgages 4.95
  Options in Survey 18
  SR25 Secure (0-19) Index 3.74
     
Secure Options
  3 Years to 31 July 2008 Return % pa
1. Buss(Q) - Cash Plus** 7.43
2. City Super - Secure 6.2
3. REST - Cash Plus 5.31
4. Cbus - Capital Guaranteed 5.1
5. AustralianSuper - Capital Guaranteed 5.10
  Options in Survey 17
  SR25 Secure (0-19) Index 4.25
     
Secure Options
  5 Years to 31 July 2008 Return % pa
1. Buss(Q) - Cash Plus** 7.52
2. City Super - Secure 5.4
3. REST - Cash Plus 5.18
4. Cbus - Capital Guaranteed 4.8
5. AustralianSuper - Capital Guaranteed 4.8
  Options in Survey 13
  SR25 Secure (0-19) Index 4.8
     

Conservative Balanced Options
  FYTD to 31 July 2008 Return %
1. Equipsuper Corp - Balanced -0.07
2. Cuesuper - Stable -0.19
3. REST - Balanced -0.22
4. LGSS NSW - Accum - Balanced -0.24
5. UniSuper Accum (1) - Conservative Balanced -0.3
  Options in Survey 38
  SR25 Conservative Balanced (41-59) Index -0.51
     
Conservative Balanced Options
  1 Year to 31 July 2008 Return % pa
1. PSSap - Balanced (50/50) 0.1
2. OSF Super - Mix 50 -0.3
3. Vision SS - Balanced Conservative -0.5
4. Cuesuper - Stable -0.5
5 Equipsuper Corp - Balanced -1
  Options in Survey 35
  SR25 Conservative Balanced (41-59) Index -3.9
     
Conservative Balanced Options
  3 Years to 31 July 2008 Return % pa
1. PSSap - Balanced (50/50) 7
2. OSF Super - Mix 50 6.9
3. Catholic Super - Moderately Conservative 6.9
4. LG Super Q Accum - Balanced** 6.5
5. Vision SS - Balanced Conservative 6
  Options in Survey 29
  SR25 Conservative Balanced (41-59) Index 5.2
     
Conservative Balanced Options
  5 Years to 31 July 2008 Return % pa
1. LG Super Q Accum - Balanced** 8.63
2. Catholic Super - Moderately Conservative 8.41
3. OSF Super - Mix 50 8.27
4. REST - Balanced 8.16
5. UniSuper Accum (1) - Conservative Balanced 7.97
  Options in Survey 23
  SR25 Conservative Balanced (41-59) Index 7.62
     

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Disclaimer
The information used in compiling this investment information comes from 3rd party sources considered reliable. It is not guaranteed to be accurate or complete. The purpose of this Investment Survey is not to influence your decision in relation to a particular financial product/s or an interest in a particular product/s. SuperRatings does not provide financial product advice for the purposes of the Corporations Act 2001. The recipient of this information should obtain independent legal or financial advice before making any financial decision.