Notes on Investment returns
FYTD = Financial Year to Date.
The Growth and Balanced investment options were introduced on 2 October 2006. Therefore, 5-year and 10-year returns are not yet available for these Superannuation or Account Based Pension options. We have, however, provided the 5-year and 10-year returns superannuation survey for these options. With the exception of Cash, there are no returns for Equipsuper's Sector Specific Superannuation and Account Based Pension options, which were not available at that time. There are no 3, 5 or 10-year returns for the Account Based Pension SRI option, as no pension members invested in that option until more recently.
Returns are per annum and net of investment fees and tax for Equipsuper Corporate and Equipsuper Personal - Superannuation. As all administration fees are charged directly to member accounts, none of the returns reported here are after administration fees are deducted. The investment returns shown here are based on a recalculation of historical unit prices by an actuary and are a true reflection of our historical performance if the current fee structures and applications for each of these products had applied over the applicable period. This means historical returns might vary slightly from previously published returns.
Surveys: The surveys we use for our Diversified investment options are: Growth Plus -SuperRatings (High Growth - All Fund Median); Growth - SuperRatings (Growth - All Fund Median); Balanced Growth - SuperRatings (Balanced - All Fund Median); Balanced - SuperRatings (Conservative Balanced - All Fund Median); Conservative - SuperRatings (Capital Stable - All Fund Median). Allocated Pension returns are generally higher than for superannuation, as no tax is paid on earnings before unit prices are calculated.
Past Performance: Past performance is not a reliable indicator of future performance.
