Equip MySuper - product dashboard

Equip MySuper
Return target 3.69% per year above CPI, after fees and taxes, over any rolling 10-year period.^
Return 10.66% for the 2016/17 financial year
Comparison between return target and return See graph below
Level of investment risk Medium
Negative returns expected in 2.3 out of every 20 yearsa
Statement of fees and other costs $460
Fees and other costs for a member with a $50,000 balance.

Comparison between return target and return

^ Assumed CPI of 1.9%. The return target changed from 3.72% to 3.69% effective 30 September 2017. 
The illustrated period is less than 10 years because Equip MySuper was introduced on 1 August 2013 as Equip's new default investment option. Prior to 1 August 2013, Balanced Growth was the default investment option. You can see the long-term returns for this option here.
ª The negative returns are based on a Standard Risk Measure.

Check your retirement income with the Equip calculator