Investment Returns

Interim Crediting Rates

From 1 July 2009 - Year to Date

Superannuation
Income Stream
Balanced Growth
11.00% *
12.40% *
Balanced
8.40% *
9.60% *
Shares
16.30% *
18.20% *
Cash
3.40% *
4.00% *
Socially Responsible
9.70% *
10.80% *

* The above interim crediting rates are reviewed monthly and are subject to change. Please note - in the event that the earnings on the website differ from those on the Fund's administration system, the earnings on the administration system will apply.

Final Crediting Rates

Balanced Growth (Fund's Default Option)

Financial Year
Superannuation
Income Stream
2008/2009
-13.50%
-15.50%
2007/2008
-4.90%
-6.90%
2006/2007
17.00%
19.30%
2005/2006
15.58%
17.46%
2004/2005
13.20%
14.00%
Five Year Average
4.70%
4.70%

Balanced

Financial Year
Superannuation
Income Stream
2008/2009
-8.10%
-9.60%
2007/2008
-0.10%
-0.70%
2006/2007
12.30%
14.00%
2005/2006
11.40%
12.77%
2004/2005
9.99%
10.95%
Five Year Average
4.80%
5.10%

Shares

Financial Year
Superannuation
Income Stream
2008/2009
-14.60%
-18.00%
2007/2008
-13.10%
-16.60%
2006/2007
22.80%
25.80%
2005/2006
20.36%
22.84%
2004/2005
15.97%
17.06%
Five Year Average
4.90%
4.30%

Cash

Financial Year
Superannuation
Income Stream
2008/2009
4.10%
4.80%
2007/2008
4.70%
5.50%
2006/2007
5.60%
6.60%
2005/2006
4.72%
5.55%
2004/2005
4.14%
4.86%
Five Year Average
4.70%
5.50%

Socially Responsible

Financial Year
Superannuation
Income Stream
2008/2009
-9.40%
-11.50%
1 Dec 2007 - 30 Jun 2008
-20.30%
-24.70%
Five Year Average
N/A
N/A

Please note - The above SRI option came into effect from 1 December 2007.

 

 

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