Investment returns

Sound investment performance and double digit growth

Most GESB members enjoyed above median investment returns for the year to 31 December 2009, according to a survey conducted by independent ratings agency SuperRatings1.

The West State Super Balanced plan returned 13.35% over the 6 months to 31 December 20092 and the GESB Super Balanced Growth plan returned 13.73% for the same period.

1 SuperRatings Fund Crediting Rate Survey, December 2009.
2 West State Super is an untaxed fund and returns are stated as net of fees only.

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GESB Super Readymade Plans

Longer term investment returns

Readymade Plans Financial
Year to Date*
Previous
12 Months#
Previous 
3 Years#
Since
Inception+
Growth % +13.50 +13.50 -5.64 -5.02
Balanced Growth % +12.08 +12.08 -3.32 -2.90
Balanced Conservative % +12.61 +12.61 -1.50 -1.50
Conservative % +9.27 +9.27 +1.08 +1.08
Cash % +3.07 +3.07 +3.99 +4.01

Note: All returns are reported net of management expense ratio and applicable taxes. Any returns greater than 1 year are annualised.
+ Inception dates GESB Super Readymade Plans: Balanced Growth is 20/04/2007, Growth 23/04/2007, Balanced Conservative and Cash 31/05/2007 and Conservative 26/06/2007
* Period from 1 July 2009 to 30 June 2010
# Period ending 30 June 2010

Monthly investment returns

Readymade Plans 06/10 05/10 04/10 03/10 02/10 01/10 12/09 11/09 10/09 09/09 08/09 07/09
Growth % -1.66 -3.53 -0.04 +3.82 +1.25 -3.07 +2.72 +2.28 -1.87 +3.21 +5.45 +4.69
Balanced Growth % -1.07 -2.86 +0.11 +3.13 +1.64 -2.27 +2.17 +1.29 -1.40 +2.78 +4.26 +4.02
Balanced Conservative % -0.74 -2.23 +0.21 +2.68 +1.16 -1.74 +1.79 +2.01 -1.14 +2.51 +4.01 +3.66
Conservative % -0.21 -1.02 +0.32 +1.67 +0.77 -0.77 +1.09 +1.43 -0.51 +1.66 +2.15 +2.40
Cash % +0.35 +0.30 +0.29 +0.28 +0.13 +0.29 +0.27 +0.38 +0.20 +0.23 +0.11 +0.21

Note: All returns are reported net of management expense ratio and applicable taxes.



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Download a copy of the GESB Super Investment Choice formGESB Super Investment Choice formGESB Super Investment Choice form (0.10MB)

GESB Super Product Information BookletGESB Super PIB (0.84MB)

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Related Information

Download a copy of the GESB Super Investment Choice formGESB Super Investment Choice formGESB Super Investment Choice form (0.10MB)

GESB Super Product Information BookletGESB Super PIB (0.84MB)

Compare GESBCompare GESB

GESB's investment teamGESB's investment team

GESB investment processGESB investment process

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