The figures you see below are taken from a report prepared annually by SuperRatings on Energy Super’s performance (minus fees) relative to that of a sample set of retail and bank-owned funds. The report is current at 30 June 2018.
It's designed to compare the outcomes of Industry SuperFunds against that of retail and bank-owned funds over 5 (117 funds), 7 (84 funds), 10 (73 funds) and 15 (45 funds) 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 Energy Super's Balanced investment option and retail and bank-owned funds over 5, 7, 10 and 15 year time periods. Assumes starting balance of $50,000 and initial salary of $50,000.
Here's how much more is in your pocket
See how much better off Energy Super members invested in the Balanced investment option were compared with members of retail and bank-owned funds over 5, 7, 10 and 15 year time periods.
Check out the difference in fees
This graph illustrates how much Energy Super's Balanced investment option returned for every $1 of fees charged. This is compared to retail and bank-owned funds.
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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 Energy Super’s Balanced Option and retail funds tracked by SuperRatings, with a 5 (117 funds), 7 (84 funds), 10 (73 funds) and 15 (45 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 2018. See assumptions for more details about modelling calculations and assumptions. Consider Energy Super’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.