Our investment managers are responsible for selecting high quality investments and taking advantage of market conditions to make sure we get the best possible returns for you.

Investment markets analysis

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Super and Transition to retirement

Super investment performance for periods ending 31 October 2017

Retirement income stream

Income stream investment performance for periods ending 31 October 2017

Note: From 1 July 2017, the earnings on transition to retirement income streams (TRIS) are taxed at 15%. Thus, TRIS performance from 1 July 2017 is shown in the Super and Transition to retirement tab and before 1 July 2017, in the Retirement income stream tab.

*FYTD means Financial Year to Date starting from 1 July.

Compare your options

The chart below shows the value of $1,000 over time, starting from the first available date of that investment option, using monthly investment returns.

Super and Transition to retirement

Note: Transition to retirement income stream (TRIS) performance from 1 July 2017 is included in this graph. To compare the performance of TRIS investment options before this date, please see the Retirement income stream graph. 

Retirement income stream

How we invest your money

It’s our job to make your super work harder so you can enjoy greater security in retirement, and that starts with making good investment decisions.

We grow the real value of your savings by delivering competitive returns and managing risk and market volatility. And we put the power back in your hands by offering a range of investment options covering a range of asset classes.

To help you make an informed decision about your investments, we provide help and educational seminars at no extra cost.

So if you’re completely new to investing or just want to know you’re making the right decisions, get in touch with our team of super advisers today.

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What you need to know

Investment returns can be positive or negative depending on how the market’s performing. This is reflected in the way unit prices regularly move up and down.

Your investment returns are calculated after allowing for tax on investment income and investment management expenses, but before the deduction of administration fees from your account balance.

Neither the investments of First State Super nor payments of capital to members are guaranteed by the Trustee.

Past performance is not a reliable indicator nor is it a guarantee of future performance. The value of investments can rise or fall.

First available date for investment options

Pre-mixed investment options Date introduced

High Growth

26 July 1994

Growth

28 Jan 1993

Diversified Socially Responsible

1 July 2012

Balanced Growth

26 July 1994

Conservative Growth

28 Jan 1993

 

 

Single asset class investment options Date introduced

Australian Equities

17 Oct 2006

Australian Socially Responsible Equities

1 May 2009

International Equities

17 Oct 2006

Property

17 Oct 2006

Australian Fixed Interest

17 Oct 2006

International Fixed Interest

17 Oct 2006

Cash

28 Jan 1993

Performance history is not available prior to the date an investment option was introduced.

Please note, on 15 August 2016, the names of three of our pre-mixed options were updated as follows: from Diversified to Growth, from Balanced to Balanced Growth and from Capital Guarded to Conservative Growth.

Reporting of past investment performance following the merger of the First State Super and Health Super investment options

On 1 July 2012 all Health Super investment options were closed and merged into a comparable First State Super investment option.

Investment performance for the merged investment options for periods prior to this date are calculated using a weighted average return. Returns are calculated by multiplying the proportion of money in each fund by the investment return of the fund.

View the unmerged past performance to 30 June 2012

 

 

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