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Compare Investment Options
Compare Investment Options

Compare Investment Options

The following table is a summary of the Energy Super investment options available to members.

Investment optionsRiskInvestment timeframe (yrs)Return objectiveGrowth/ defensive asset split1(%)

Investment Fee3

Cash Enhanced

Very Low1 or moreTo outperform the Bloomberg AusBond Bank Bill Index over rolling 2 yearsGth: 0
Def: 100
0.08

Stable

Low to Medium3 or moreCPI4 + 1.5% over rolling 10 yearsGth: 35
Def: 65
0.23

Fixed Interest

Low to Medium3 or moreTo 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 yearsGth: 0
Def: 100
0.17

Capital Managed

Medium3 or moreCPI4 + 2% over rolling 10 yearsGth: 50
Def: 50
0.29
MySuperMed to High5 or moreCPI4 + 3% over rolling 10 yearsGth: 75
Def: 25
0.39
BalancedMed to High5 or moreCPI4 + 3% over rolling 10 yearsGth: 75
Def: 25
0.39

SRI Balanced

High5 or moreCPI4 + 3% over rolling 10 yearsGth: 70
Def: 30
0.06
GrowthHigh7 or moreCPI4 + 3.5% over rolling 10 yearsGth: 90
Def: 10
0.43

Int. Shares

High10 or moreTo 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 yearsGth: 100
Def: 0
0.58

Aust. Shares

Very High10 or moreTo outperform the S&P/ASX 300 Accumulation Index over rolling 5 yearsGth: 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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