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 mgmt costs3 (%) |
|---|---|---|---|---|---|
| Very Low | 1 or more | CPI4 + 1% over rolling 10 years | Gth: 0 Def: 100 | 0.09 | |
| Low to Medium | 3 or more | CPI4 + 1.5% over rolling 10 years | Gth: 35 Def: 65 | 0.39 | |
| Low to Medium | 3 or more | CPI4 + 1% over rolling 10 years | Gth: 0 Def: 100 | 0.25 | |
| Medium | 3 or more | CPI4 + 2% over rolling 10 years | Gth: 50 Def: 50 | 0.46 | |
| MySuper | Med to High | 5 or more | CPI4 + 3% over rolling 10 years | Gth: 75 Def: 25 | 0.57 |
| Balanced | Med to High | 5 or more | CPI4 + 3% over rolling 10 years | Gth: 75 Def: 25 | 0.57 |
| High | 5 or more | CPI4 + 3% over rolling 10 years | Gth: 70 Def: 30 | 0.92 | |
| Growth | High | 7 or more | CPI4 + 3.5% over rolling 10 years | Gth: 90 Def: 10 | 0.66 |
| High | 10 or more | CPI4 + 3.5% over rolling 10 years | Gth: 100 Def: 0 | 0.62 | |
| Very High | 10 or more | CPI4 + 3.5% over rolling 10 years | Gth: 100 Def: 0 | 0.57 |
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 management cost is an estimate for the 2017/18 period. 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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