Energy Super - CALL 1300 436 374

Share This:

Roll over super
Join Energy Super

Latest performance

Keep up to date with our monthly investment updates Subscribe

 

Investments can go up and down. Past performance is not necessarily indicative of future performance.

  • Account type:
Investment options FYTD 17/06/2013 (%) Rolling returns to 31/05/2013 (%) Graphs Historical data
1 yr 3 yr 5 yr 7 yr 10 yr
Cash Deposit 3.62 3.82 4.42 n/a n/a n/a
Cash Enhanced 3.41 3.61 4.39 4.32 4.48 4.47
Stable 8.71 9.55 6.95 4.77 5.23 6.58
Capital Managed 11.48 12.63 7.57 4.75 5.39 7.34
Balanced 14.84 15.93 7.88 3.04 4.16 7.22
SRI Balanced 17.14 18.32 7.67 2.63 n/a n/a
Growth 17.83 19.07 8.59 4.03 4.98 8.22
Australian Shares 24.06 26.59 8.36 2.63 4.74 10.00
International Shares 23.32 24.32 8.95 0.52 1.22 5.23

FYTD means Financial Year to Date i.e. starting on 1 July and ending on the date shown.

The investment returns in the table above are provided to show how Energy Super's different investment options have performed over the short and long term (one year or less up to ten years).Where 'n/a' is shown this means that the option has not been available for the full period and therefore returns are not available.

All returns shown above are net effective earning rates (i.e. after tax and some fees). The FYTD Return and the 1yr rolling return are not annualised. The returns for all other periods are compound annualised averages. Refer to the Energy Super Annual Report for more information on how rates are calculated.

Investment options FYTD 17/06/2013 (%) Returns to 30/06/2012 (%)
1 yr 3 yr 5 yr 7 yr 10 yr
Smoothed Return 7.60 5.95 1.10 1.75 5.23 4.81
Capital Guarantee 6.85 5.19 1.82 2.41 5.51 4.84

FYTD means Financial Year to Date i.e. starting on 1 July and ending on the date shown.

The Smoothed Return option is an extra option available to some members as a result of agreements between their employers and the fund. The Capital Guarantee option is closed to new members.

All returns shown above are based on crediting rates which may differ from net effective earning rates. The FYTD Return is not annualised. The returns for all other periods are annualised averages. Refer to the Energy Super Annual Report for more information on how crediting rates are calculated.