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Investments can go up and down. Past performance is not necessarily indicative of future performance.
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.
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.
© COPYRIGHT 2013 ENERGY SUPER
Electricity Supply Industry Superannuation (Qld) Ltd (ABN 30 069 634 439 AFSL 336567), the Trustee of Energy Super (ABN 33 761 363 685), is authorised to provide general financial advice on superannuation.
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