10 year average return of 8.70% as at 30 June 2021.
|Year ending 30 June||Return|
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
$535 per year for a member with a $50,000 balance
Important information to consider
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.