Investment returns

The table for investment returns show the returns for various time periods up to the most recent month.

The graph for investment returns shows the annual return as at 30 June for each completed financial year.


Investment returns - GESB Super

Investment returns - GESB Super by financial year

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GESB Super:
All returns are reported net of Indirect Cost Ratio (ICR) and applicable taxes. The ICR includes all of the Management Expense Ratio (MER) and any additional underlying costs relating to your investment. Any returns greater than 1 year are annualised.

West State Super:
All returns are reported net of Indirect Cost Ratio (ICR). The ICR includes all of the Management Expense Ratio (MER) and any additional underlying costs relating to your investment. Any returns greater than 1 year are annualised. GESB does not pay tax on the investment earnings of West State Super due to the untaxed status of the fund. Care should be taken when comparing investment performance of West State Super and other superannuation funds.

Retirement Income Allocated Pension and Term Allocated Pension:
All returns are reported net of Indirect Cost Ratio (ICR) and inclusive of franking credits. The ICR includes all of the Management Expense Ratio (MER) and any additional underlying costs relating to your investment. Any returns greater than 1 year are annualised.

Performance information should be used as a guide only. The performance of your investment plan is not guaranteed and returns may move up or down depending on market conditions. Past performance should not be relied on as an indication of future performance. Changes in investment strategy, such as the appointment of new external investment managers, may impact on future performance.

The Risk level is based upon the Standard Risk Measure (SRM). The SRM is based on industry guidance developed to allow members to compare investment options that are expected to deliver a similar number of negative returns over a 20 year period.