The Smoothed Return option is closed.
Objectives
- Provide returns similar to the Balanced option but smoothed by movements to and from the reserve
- Achieve returns (after tax and other costs) over rolling ten year periods of 2.0% above "CPI*".
Please note: Returns are not guaranteed.
Strategy
Investment timeframe
Smoothed Return is suitable for investors with an investment time frame of five years.
The total indirect fees and costs (administration fees, investment fees and indirect cost ratio) is the same as the Balanced option, please see the Fees and Other Cost Guide.
Total indirect fees and cost
| 2018/2019 | 0.85%** | More information |
Performance
| Investment option | FYTD (%) | Crediting Rates to (%) | ||||
|---|---|---|---|---|---|---|
| 1yr | 3yr | 5yr | 7yr | 10yr | ||
For further information on the Smoothed Return option please refer to the Product Disclosure Statement applicable to your account.
For a summary of the Energy Super investment options available to members click here.
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.
Investments can go up and down. Past performance is not necessarily indicative of future performance.
* CPI is measured by the All Groups Consumer Price Index For Australia.
** The total indirect fees and costs (including the indirect administration fee) is the estimated cost for the 2018/19 period.