Latest Returns

Right here, right now

You can’t make smart superannuation decisions based on out-of-date figures. To do so is asking for trouble. You need current data, which is why we update our fund returns data every month. It’s announced in the media and is available free (check below). Use this to compare the performance of your current fund or to look for a potential fund in which to invest.

Here are the latest returns.

Latest Returns to 30 June 2010
Index Name 1 Month (%) 3 Month (%) FYTD (%) 1 Year (% p.a) 3 Year (% p.a) 5 Year (% p.a) 7 Year (% p.a) 10 Year (% p.a)
SR25 High Growth (91-100) Index -2.21 -6.78 10.79 10.79 -7.54 2.17 5.8 3.74
SR50 Growth (77-90) Index -1.75 -5.47 10.12 10.12 -5.81 2.82 6.25 4.02
SR50 Balanced (60-76) Index -1.23 -3.85 9.79 9.79 -3.52 3.45 6.21 4.51
SR25 Conservative Balanced (41-59) Index -0.67 -2.39 9.49 9.49 -0.63 3.75 5.72 3.87
SR50 Capital Stable (20-40) Index -0.07 -0.54 8.5 8.5 1.48 4.1 5.62 4.93
SR25 Secure (0-19) Index 0.32 0.96 4.44 4.44 4.03 4.4 4.49 4.56
SR50 Australian Shares Index -2.63 -10.51 12.49 12.49 -6.24 4.82 9.56 6.63
SR50 International Shares Index -3.23 -4.79 7.25 7.25 -11.04 -2.05 0.76 -5.03
SR25 Property Index -0.82 -1.93 13.18 13.18 -13.5 -2.79 0.74 2.73
SR25 Diversified Fixed Interest Index 0.9 2.29 9.58 9.58 6.09 4.91 5.17 4.9
SR50 Cash Index 0.33 0.95 3.34 3.34 4.22 4.66 4.51 4.41

Past performance is not a reliable indicator of future performance.

The SR50 Index and SR25 Index are the median returns of the largest 50 and 25 funds that we review. They are a good guide to the actual return of the 'average' fund over the same time frames.