Investment returns

Investment returns for the 12 months to 31 December 2011 were muted. The West State Super Balanced plan returned 0.97%1 over the 12 months to 31 December 2011 and the GESB Super Balanced Growth plan declined 1.04%2 for the same period.  The Retirement Income Balanced Plan returned 0.73%3.

See how we compare.


1 West State Super returns are reported net of Management Expense Ratio (MER based fees only).
2 GESB Super returns are reported net of Management Expense Ratio (MER) and applicable taxes.
3 Retirement Income returns are reported net of Management Expense Ratio (MER) and inclusive of franking credits.

 

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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+		 Quarterly fact sheet
Growth % +1.88 +0.54 +11.83 -0.72 Growth % 
Balanced Growth % +2.93 +2.22 +10.73 +0.62 Balanced Growth % 
Balanced Conservative % +3.52 +3.25 +10.91 +1.84 Balanced Conservative % 
Conservative % +4.28 +4.77 +8.69 +3.27 Conservative %
Cash % +3.24 +4.38 +4.02 +4.16 Cash % 

Note: All returns are reported net of Management Expense Ratio (MER) 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 2011 to 1 March 2012
# Period ending 31 March 2012

Monthly investment returns

Readymade plans 03/12 02/12 01/12 12/11 11/11 10/11 09/11 08/11 07/11 06/11 05/11 04/11
Growth %+1.80 +2.77 +3.01 -0.19 -1.76 +4.13 -2.97 -2.62 -2.00 -1.15 -0.48 +0.31
Balanced Growth % +1.59 +1.85 +2.64 +0.04 -0.95 +3.35 -2.21 -1.87 -1.37 -0.89 -0.18 +0.39
Balanced Conservative % +1.38 +1.81 +2.31 +0.21 -0.89 +2.94 -1.78 -1.47 -0.93 -0.75 +0.03 +0.46
Conservative % +0.95 +1.10 +1.65 +0.45 -0.20 +1.93 -0.85 -0.57 -0.22 -0.31 +0.29 +0.50
Cash % +0.35 +0.29 +0.35 +0.37 +0.37 +0.38 +0.35 +0.37 +0.37 +0.37 +0.37 +0.36

Note: All returns are reported net of Management Expense Ratio (MER) and applicable taxes.