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Investment performance

Super is your investment in your financial future

Investment performance

The interactive chart below shows the growth of $100,000 invested* in the Statewide MySuper option since inception on 1 July 2013, compared to the return of the median MySuper option** over the same period. After five years the Statewide MySuper option has delivered nearly $14,000 more than the median return.

Compare our returns



Our interactive table lets you track your investments and compare different investment options. You can switch between viewing returns for your Super and Pension (if applicable) by clicking the tabs below. Click on any of the investment options in the table to obtain more detailed information for that option.

Investment Options Returns to 30 November 2018

Investment option 1 month (%) FYTD (%) 1 year (%) 3 year (% pa) 5 year (% pa)
Diversified investment options          
High Growth -0.93 -1.99 3.98 8.85 9.68
MySuper/Growth -0.73 -1.19 4.15 8.03 8.62
Active Balanced -0.72 -0.98 3.97 7.55 8.09
Sustainable Diversified -0.68 -1.56 1.88 5.17 5.88
Conservative Balanced -0.61 -0.38 3.85 6.54 6.77
Conservative -0.43 0.27 3.56 5.28 5.48
Single asset class options          
International Shares 1.03 -1.95 0.70 8.40 10.73
Australian Shares -2.57 -6.86 -0.27 8.91 7.84
Diversified Bonds 0.40 0.11 0.47 3.12 4.23
Cash 0.15 0.82 1.86 1.90 2.13

The investment returns are calculated after allowing for tax on investment income and investment management expenses. Declared unit prices are net of investment fees and taxes. Investment returns are not guaranteed, all investments have risk, and past performance is not a reliable indicator of future performance. Please see the applicable Product Disclosure Statement for further information about fees and costs.
From 1 July 2017, all Transition To Retirement pensions are invested with all other taxable super assets and generate the same return as the standard super options. Please refer to the year to date performance for Statewide Super Investment Performance for transition to retirement pension returns for the period after 1 July 2017.

Investment Options Returns to 30 November 2018

Investment option 1 month (%) FYTD (%) 1 year (%) 3 year (% pa) 5 year (% pa)
Diversified investment options          
High Growth -1.07 -2.24 4.26 9.67 10.64
Growth -0.84 -1.36 4.48 8.83 9.47
Active Balanced -0.81 -1.12 4.37 8.41 9.09
Sustainable Diversified -0.78 -1.74 2.00 5.63 6.42
Conservative Balanced -0.70 -0.48 4.22 7.28 7.60
Conservative -0.49 0.27 3.94 5.91 6.12
Single asset class options          
International Shares 1.14 -2.14 0.73 9.12 11.62
Australian Shares -2.83 -7.43 -0.35 9.71 8.61
Diversified Bonds 0.45 0.08 0.45 3.46 4.78
Cash 0.17 0.93 2.09 2.13 2.39

The investment returns are calculated after allowing for tax on investment income and investment management expenses. Declared unit prices are net of investment fees and taxes. Investment returns are not guaranteed, all investments have risk, and past performance is not a reliable indicator of future performance. Please see the applicable Product Disclosure Statement for further information about fees and costs.
From 1 July 2017, all Transition To Retirement pensions are invested with all other taxable super assets and generate the same return as the standard super options. Please refer to the year to date performance for Statewide Super Investment Performance for transition to retirement pension returns for the period after 1 July 2017.

  • Important information

    * Calculation based on monthly compounded returns net of investment fees and taxes, no additional contributions, and does not take into account any other fees and costs. **SuperRatings Fund Crediting Rate Survey. 

    Investment returns are not guaranteed, all investments have risk, and past performance is not a reliable indicator of future performance.