MySuper dashboard
Return Target
CPI*+3.77% p.a.
Return
10 year average return of 7.85% as at 30 June 2020.
| Year ending 30 June | Return |
| 2020 | -0.21% |
| 2019 | 7.04% |
| 2018 | 10.34% |
| 2017 | 10.75% |
| 2016 | 2.90% |
| 2015 | 9.90% |
| 2014 | 13.10% |
| 2013 | 14.66% |
| 2012 | 1.24% |
| 2011 | 9.87% |
COMPARISON BETWEEN RETURN TARGET AND RETURN
LEVEL OF INVESTMENT RISK
Medium to High
Negative returns expected in three to less than four out of every 20 years.
STATEMENT OF FEES AND OTHER COSTS
$515 per year for a member with a $50,000 balance
Important information to consider
- The Product Dashboard has been prepared in accordance with specific legislative requirements and may be different from information disclosed for other purposes.
- You should use your own judgment, read the relevant Product Disclosure Statement (PDS) and consider seeking financial advice before making a decision.
- Past performance is not a reliable indicator of future performance.
- Return Target and Level of Investment Risk are an estimate only and are not guaranteed in any way. Actual outcomes may differ.
- Return Target is not the same as the Investment Objective stated in the PDS. Legislation requires the Return Target to be calculated based on the ‘mean’ annualised estimate of the percentage rate of net return that exceeds the growth in the CPI over ten years. The Return Target achievable is net of taxes, indirect costs and fees for a member with a $50,000 balance. Investment Objective is based on a more conservative Return Target and is net of taxes and indirect costs only.
- Return is not the same as investment performance stated in the PDS. Legislation requires the Return to be calculated net of taxes, indirect costs and fees for a member with a $50,000 balance. Investment performance is net of taxes and indirect costs only.
- The Statement of fees and other costs assumes that insurance fees, activity fees or advice fees for personal advice do not apply. The investment fees and ICR included in the Statement of fees and other costs are derived from actual and estimated costs incurred in 2019/20 and may vary from year to year. Fees and costs may change in future.
Glossary of terms
Investment return net of taxation, indirect costs, and fees for a member with a $50,000 balance.
An estimate of the percentage rate of return expected to exceed the growth in inflation over the next ten years.
Fees and costs for a member with a $50,000 balance.
An estimated rating of risk between Low and Very High based on the expected number of negative returns over a 20 year period. The higher the expected return target, the more often you would expect a year of negative returns.
*CPI refers to Consumer Price Index — an inflationary indicator that measures the change in the cost of living, as released by the Australian Bureau of Statistics.
For more information on how to compare MySuper investment options go to ASIC’s MoneySmart website.