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Performance & Investment

 

Our aim is to provide a competitive return with a moderate level of risk while your super is in our care. 
However, it is important to remember that superannuation is a long-term investment. Returns will fluctuate from year-to-year, and past performance is not an indicator of future performance. 
AUSfund Performance
The following table shows the investment returns that AUSfund delivered to members. 
For periods ending 30 June 2014*

Our aim is to provide a competitive return with a moderate level of risk while your super is in our care. 

However, it is important to remember that superannuation is a long-term investment. Returns will fluctuate from year-to-year, and past performance is not an indicator of future performance. 

AUSfund Performance

The following table shows the investment returns that AUSfund delivered to members. 

For periods ending 30 June 2016*

YearAverage compound crediting % p.a.
1 Year 4.15%
3 Years 8.37%
5 Years 7.71%
10 Years 5.74%
*Past performance is no guarantee of future performance.

Actual returns for individual members depend on the dates of entry to and exit from AUSfund. The figures above show the net return to members after deductions for tax on earnings, investment management fees and provision for reserves. 

How are investment earnings applied to your account?

Investment earnings are applied to member accounts at the end of each financial year by informal determination of a crediting rate.

An interim crediting rate is also set each month, and this is applied to a member’s account if they leave during that month. 

How do we invest your money?

AUSfund has one diversified investment strategy that aims to produce competitive returns at a moderate level of risk. All investments entail some risk. The performance of the fund is not guaranteed, and there is a possibility of negative returns over some time periods.

To achieve the desired balance between return and risk, AUSfund’s Trustee invests funds in a range of investment types. The following table shows the current targeted spread of investments for AUSfund effective from 23 September 2016. 

Strategic asset allocation

Risk of return: Medium risk, medium growth.

Australian equities 20.5%
International equities 17.0%
  • International equities (unhedged)
8.5%
  • International equities (hedged)
8.5%
Liquid Alternatives 5.0%
Alternative debt 4.0%
Australian fixed interest 22.75%
International fixed interest 22.75%
Cash 8.0%

More information on AUSfund’s investments can be found in the Product Disclosure Statement.