Compare Investment Options
The following table is a summary of the Energy Super investment options available to members.
| Investment options | Risk | Investment timeframe (yrs) | Return objective | Growth/ defensive asset split1(%) | Investment Fee3 |
|---|---|---|---|---|---|
| Very Low | 1 or more | To outperform the Bloomberg AusBond Bank Bill Index over rolling 2 years | Gth: 0 Def: 100 | 0.08 | |
| Low to Medium | 3 or more | CPI4 + 1.5% over rolling 10 years | Gth: 35 Def: 65 | 0.23 | |
| Low to Medium | 3 or more | To outperform the weighted average return from the Bloomberg AusBond Composite Bond Index (50%) and the Barclays Capital Global Aggregate Index (Hedged into Australian dollars) (50%) after tax and fees over rolling 3 years | Gth: 0 Def: 100 | 0.17 | |
| Medium | 3 or more | CPI4 + 2% over rolling 10 years | Gth: 50 Def: 50 | 0.29 | |
| MySuper | Med to High | 5 or more | CPI4 + 3% over rolling 10 years | Gth: 75 Def: 25 | 0.39 |
| Balanced | Med to High | 5 or more | CPI4 + 3% over rolling 10 years | Gth: 75 Def: 25 | 0.39 |
| High | 5 or more | CPI4 + 3% over rolling 10 years | Gth: 70 Def: 30 | 0.06 | |
| Growth | High | 7 or more | CPI4 + 3.5% over rolling 10 years | Gth: 90 Def: 10 | 0.43 |
| High | 10 or more | To outperform the weighted average return from the MSCI All Countries World Index in $A hedged (50%) and the MSCI All Countries World Index in $A unhedged (50%) over rolling 5 years | Gth: 100 Def: 0 | 0.58 | |
| Very High | 10 or more | To outperform the S&P/ASX 300 Accumulation Index over rolling 5 years | Gth: 100 Def: 0 | 0.43 |
1 For further information on each investment option's asset allocation please go to the relevant investment option’s webpage.
2 The 5yr performance returns shown above are net effective earning rates (i.e. after tax and some fees). These returns are compound annualised averages. Refer to the Annual Report for more information on how rates are calculated. Investments can go up and down. Past performance is not necessarily indicative of future performance.
3 The investment fees are derived from costs incurred in 2016-2017, and are based on the information available to the Trustee for that financial year. They include estimates where actual costs are not available. View more information on fees.
4 CPI is the Australian Consumer Price Index.
5 Where 'n/a' is shown this means that the option has not been available for the full period and therefore returns are not available.
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