Investment performance

The following graph and table shows the investment performance for each investment option for the past five financial years.

  As at 30 June As at 30 June 2017 Compound Average
  2017 2016 2015 2014 2013 Since Inception 3 Years 5 Years 7 Years 10 Years
Growth (Default)* 12.01% 2.97% 9.46% 15.29% 15.69% 6.80%1 8.08% 10.99% 9.94% -
Aggressive* 14.98% 2.28% 10.30% 16.60% 18.88% 5.69%1 9.06% 12.45% 10.57% -
Moderate^ 8.01% 3.01% 7.14% 11.73% 11.49% 8.34%2 6.03% 8.23% 7.95% -
Australian Shares^ 16.54% 3.36% 8.26% 18.50% 24.95% 9.37%4 9.25% 14.06% 8.89% -
Overseas Shares# 17.37% -2.52% 17.65% 21.11% 26.99% 12.73%7 10.41% 15.66% 14.18% -
Property# 10.16% 11.92% 9.05% 9.76% 8.74% 9.93%6 10.36% 9.92% 10.13% -
Bonds# 1.09% 4.86% 3.24% 6.44% 3.14% 6.20%5 3.05% 3.74% 5.80% -
Cash^ 2.57% 2.24% 2.79% 2.76% 3.08% 3.13%3 2.53% 2.69% 3.02% -

Weekly unit prices

The following graph shows the Sell unit prices along with the tables that show the Buy/Sell unit prices for our eight investment options per week. You can compare our default option - Growth (Default) as well as our Pre-mixed and Asset class options below.

*On 22nd March 2017 Kinetic Super distributed $23.3 million in surplus reserves to all current members following a review of the reserve by the Trustee of the Fund. This one-off payment has delivered a 0.69% increase in unit prices across all our investment options.

Pre-Mixed

Asset Class

Past performance is not necessarily indicative of future performance. The returns are quoted after tax and investment management fees. Other fees may apply, refer to the Product Disclosure Statement and Incorporated Information for full details. The Long Term (3 year, 5 year, 10 year and since inception1) figures, where they appear, are compound average returns calculated as at 30 June 2016. All returns have been rounded to two decimal places.

* Growth and Aggressive options opened for investment 10 October 2007. The first investment into these options was received 10 October 2007.        

1 Since inception return was calculated over 116.6 months from 10 October 2007 to 30 June 2016 and is annualised.                    

^ Moderate, Cash and Australian Shares options opened for investment 12 January 2009. The first investment into the Moderate option was received 20 February 2009, the first investment into the Cash option was received 27 March 2009, and the first investment into the Australian Shares option was received 22 May 2009. 

2 Since inception return was calculated over 88.3 months from 20 February 2009 to 30 June 2016 and is annualised.            

3 Since inception return was calculated over 87.2 months from 27 March 2009 to 30 June 2016 and is annualised.            

4 Since inception return was calculated over 85.2 months from 22 May 2009 to 30 June 2016 and is annualised.            

# Bonds, Property and Overseas Shares options opened for investment 12 January 2009. The first investment into the Bonds option was received 13 November 2009 the first investment into the Property option was received 18 December 2009, and the first investment into the Overseas Shares option was received 8 January 2010. 

5 Since inception return was calculated over 79.5 months from 13 November 2009 to 30 June 2016 and is annualised.            

6 Since inception return was calculated over 78.5 months from 18 December 2009 to 30 June 2016 and is annualised.            

7 Since inception return was calculated over 77.7 months from 8 January 2010 to 30 June 2016 and is annualised.            

The returns are expressed as a cumulative rate for the period disclosed. Your actual return over a particular period will differ from the return shown here because of the timing of transactions such as contributions, withdrawals and switches (transfers).