The fund beats most retail/bank-owned funds over all time frames

There are some assumptions that applyyou can view them here.

The figures you see below are taken from a report prepared annually by SuperRatings on the fund’s performance (minus fees) relative to that of a sample set of retail and bank-owned funds. The report is current at 30 June 2021.

It's designed to compare the outcomes of Industry SuperFunds against that of retail and bank-owned funds over 7, 10 and 15 years, using a range of salary and account balance assumptions. So, how'd we do?

Let's put the two side-by-side

This graph shows the difference (after fees) between the fund's Energy Super Balanced investment option and retail and bank-owned funds over 7, 10 and 15 year time periods. Assumes starting balance of $50,000 and initial salary of $50,000.

Net Bank benefit

Here's how much more is in your pocket

See how much better off our members invested in the Energy Super Balanced investment option were compared with members of retail and bank-owned funds over 7, 10 and 15 year time periods.

 

DISCLAIMER: Past performance is not a reliable indicator of future performance and should never be the sole factor considered when selecting a fund.

Comparisons modelled by SuperRatings, compares the fund’s Balanced Option and retail funds tracked by SuperRatings, with a 5 (133 funds), 10 (67 funds) and 15 (44 funds) year performance history, taking into account historical earnings and fees – excluding contribution, entry, exit and additional adviser fees – of main balanced options. Modelling as at 30 June 2021. See assumptions for more details about modelling calculations and assumptions. Consider the fund’s Product Disclosure Statement (PDS) and your personal financial situation, needs or objectives, which are not accounted for in this information, before making an investment decision. ISA Pty Ltd ABN 72 158 563 270 Corporate Authorised Representative No. 426006 of Industry Fund Services Ltd ABN 54 007 016 195 AFSL 232514. *Assumes starting balance of $50,000 and initial salary of $50,000.