||3.69% per year above CPI, after fees and taxes, over any rolling 10-year period.^
||10.66% for the 2016/17 financial year
|Comparison between return target and return
||See graph below
|Level of investment risk
Negative returns expected in 2.3 out of every 20 yearsa
|Statement of fees and other costs
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.