Superannuation Product Dashboard

This superannuation product dashboard is set out to help you better understand the Fund's fees, risk and performance in relation to our Diversified (MySuper) default investment option. It will also enable existing and prospective members, employers and financial advisers to:

  • easily compare our MySuper product with those offered by other funds
  • make more informed decisions around choice of fund or investments.

Diversified (MySuper) - Default

RETURN

10 year average return of 5.65% as at 30 June 2016.

RETURN TARGET*

CPI + 3% per annum over rolling ten year periods (after fees and taxes).

LEVEL OF INVESTMENT RISK

Over 5 years – medium to high; 10 years – medium; 20 years – low. Negative returns expected in 3 out of every 20 years.

STATEMENT OF FEES AND OTHER COSTS (FOR MEMBER WITH A $50,000 ACCOUNT BALANCE)

$440 each year plus the $65 administration fee, which does not change regardless of your balance.

COMPARISON BETWEEN RETURN AND TARGET RETURN

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This table shows the annual effective rate of net return (i.e. the actual rate of return net of tax and investment expenses) for the Diversified (MySuper) option over the past ten years. Past performance is not a reliable indicator of future performance.

*The Trustee is required by law to set this objective. It is neither a forecast nor a guarantee of future investment returns. It is anticipated that the CPI objective should be achieved over the long term. However, due to the volatile nature of investment markets and the lack of direct linkage between market returns and inflation, there may be periods when investment returns are not above the objective.

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