Super

Long Term Performance

Annualised Investment Performance as at 31/10/2017
Option1 Year
(%)
3 Years
(%)
5 Years
(%)
7 Years
(%)
10 Years
(%)
Since
inception
(%)
Option
commenced
High Growth 16.41 9.77 12.30 9.36 4.52 6.50 01/10/2000
Growth 14.61 9.09 10.89 8.61 4.57 6.88 01/07/1998
Balanced (default) 12.89 8.39 9.82 8.12 4.66 8.43 01/01/1987
Stable 6.46 5.13 5.83 5.48 4.46 5.65 01/07/1998
Cash 1.63 1.92 2.28 2.78 3.18 3.78 01/01/2003
Australian Shares 13.92 7.22 10.54 8.31 3.78 7.70 01/04/2005
Overseas Shares 20.58 9.50 13.62 8.70 5.24 6.78 01/04/2005
Property 9.24 7.63 9.38 9.17 5.85 8.29 01/04/2005
Fixed Interest 2.26 3.36 3.72 4.51 4.86 4.55 01/08/2005
Sustainable Future Shares 10.58 9.52 11.38 8.50 3.46 6.77 01/08/2005
Diversified Shares* 17.85 - - - - 8.03 01/12/2014
Moderate Growth* 8.90 - - - - 5.39 01/11/2014
Income Plus* 7.57 - - - - 5.21 01/11/2014
Passive Australian Shares* 15.31 - - - - 8.28 01/11/2014
Australian Small Companies* 9.01 - - - - 6.51 01/11/2014
Passive International Shares* 19.27 - - - - 10.10 01/01/2015
Hedged International Shares* 22.38 - - - - 10.64 01/11/2014
Emerging Markets Shares* 21.21 - - - - 7.62 01/11/2014
Global Listed Property* 7.85 - - - - 0.31 01/11/2014
Global Listed Infrastructure* 15.02 - - - - 2.79 01/11/2014
Global Natural Resources* 3.55 - - - - -2.31 01/11/2014
Unlisted Infrastructure* 7.88 - - - - 7.88 01/10/2016

The listed inception date for these options is the date from which funds were first invested

 

LATEST UNIT PRICES AND INDICATIVE PERFORMANCE

Investment options operate using a unitised system, which means the total value of your investment in Media Super is determined by multiplying the number of units you have in each investment option by the latest published sell price of each unit. Media Super does not currently charge a Buy-sell spread. Unit prices for each of the Media Super investment options are updated on a weekly basis.

The unit prices shown below (excluding SmartPath) also apply to Transition to retirement pensions. Indicative performance details for Transition to retirement pensions will be available soon

Unit Prices as at 13/12/2017Indicative Performance as at 30/09/2017
OptionBuy PriceSell PriceMonth
(%)
3 months
(%)
FYTD
(%)
High Growth$2.9789$2.97891.392.652.65
Growth$2.7932$2.79321.322.282.28
Balanced (default)$2.6775$2.67751.241.991.99
Stable$2.2783$2.27830.631.001.00
Cash$1.7110$1.71100.130.380.38
Australian Shares$2.3891$2.38910.401.411.41
Overseas Shares$2.2735$2.27352.732.922.92
Property$2.7319$2.73190.881.581.58
Fixed Interest$1.7126$1.7126-0.070.590.59
Sustainable Future Shares$2.2008$2.20080.53-0.20-0.20
Diversified Shares$1.2595$1.25951.291.681.68
Moderate Growth$1.1927$1.19270.501.011.01
Income Plus$1.1722$1.17220.030.780.78
Passive Australian Shares$1.2814$1.2814-0.020.940.94
Australian Small Companies$1.2141$1.21410.473.463.46
Passive International Shares$1.3837$1.38372.832.012.01
Hedged International Shares$1.3984$1.39841.803.173.17
Emerging Markets Shares$1.2668$1.26680.173.843.84
Global Listed Property$1.0621$1.0621-0.390.630.63
Global Listed Infrastructure$1.0970$1.0970-0.831.471.47
Global Natural Resources$0.9280$0.9280-0.362.232.23
Unlisted Infrastructure$$1.461.491.49
SmartPath lifecycle option age-based cohorts
SmartPath 2014 - 2018$1.0000$1.0000---
SmartPath 2009 - 2013$1.0000$1.0000---
SmartPath 2004 - 2008$1.0000$1.0000---
SmartPath 1999 - 2003$1.0000$1.0000---
SmartPath 1994 - 1998$1.0000$1.0000---
SmartPath 1989 - 1993$1.2039$1.20390.941.451.45
SmartPath 1984 - 1988$1.1385$1.13850.951.441.44
SmartPath 1979 - 1983$1.1496$1.14960.971.511.51
SmartPath 1974 - 1978$1.1715$1.17150.971.501.50
SmartPath 1969 - 1973$1.1614$1.16140.911.431.43
SmartPath 1964 - 1968$1.1538$1.15380.891.421.42
SmartPath 1959 - 1963$1.1314$1.13140.721.221.22
SmartPath 1954 - 1958$1.1273$1.12730.611.121.12
SmartPath 1949 - 1953$1.1246$1.12460.500.970.97
SmartPath born prior to 1949$1.1285$1.12850.500.960.96

Please note that investment returns shown above reflect adjustments made late 2015.

Important Information

Investment performance is calculated monthly for each investment option, based on the returns achieved by the underlying investments of the particular option. These returns are net of investment fees and the indirect cost ratio only and do not reflect the administration fees.

Three month figures expressed above are based on the cumulative monthly performance over the past three full calendar months.

Financial Year To Date (FYTD) figures are based on cumulative monthly returns since 1 July in the current financial year. A FYTD figure will only be shown for options where investments were made before 1 July of the current financial year.

Annualised figures are based on the cumulative monthly returns since the commencement of the option, adjusted to reflect the average per year performance over the life of the option. Historical returns before 1 July 2008 are based on former Print Super investment returns. Annualised returns for each option that commenced after 1 July 2014 will be unavailable until a full 12 month return period has elapsed since investments were made in the option.

Investment returns are not guaranteed and past performance gives no indication of future returns.

Your individual rate of return for each financial year depends on factors including the timing of transactions, any investment switches you have made and the actual mix of options that make up your account. Please refer to your statement for earnings applicable to your account. 

Note: Performance figures are not available for the Direct Investment option as returns are dependent on each member’s investment choices within the option. For more detailed information on the Direct Investment option, read the Direct Investment Guide.

Each investment option which commenced after 1 July 2014 will have a unit price of 1.00000 until money is invested in that option. For more information, read the Investment Guide.