The fund beats most retail/bank-owned funds over all time frames
There are some assumptions that apply – you 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 2019.
It's designed to compare the outcomes of Industry SuperFunds against that of retail and bank-owned funds over 5 (133 funds), 10 (67 funds) and 15 (44 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 the fund's Energy Super Balanced investment option and retail and bank-owned funds over 5, 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 our members invested in the Energy Super Balanced investment option were compared with members of retail and bank-owned funds over 5, 10 and 15 year time periods.
Check out the difference in fees
This graph illustrates how much the fund's Balanced investment option returned for every $1 of fees charged. This is compared to retail and bank-owned funds.