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 2016 Compound Average
  2016 2015 2014 2013 2012 Since Inception 3 Years 5 Years 7 Years 10 Years
Growth (MySuper) 2.67% 8.26% 14.24% 14.65% 3.02% - 8.29% 8.45% 9.15% 5.52%
Aggressive 2.10% 8.90% 15.53% 17.28% 0.97% - 8.71% 8.75% 9.51% 5.31%
Moderate^ 2.67% 6.08% 10.18% 10.29% 4.50% 7.61%1 6.27% 6.70% 7.53% -
Australian Shares 3.10% 7.71% 15.27% 26.31% -6.29% - 8.58% 8.66% 9.45% 9.59%
Overseas Shares -2.31% 15.31% 20.01% 23.81% -0.54% - 10.57% 10.73% 11.23% 7.98%
Property 10.51% 7.23% 9.84% 7.52% 6.69% - 9.18% 8.35% 8.29% 3.45%
Bonds 4.17% 3.08% 4.89% 3.18% 11.56% - 4.04% 5.33% 6.36% 5.48%
Cash 1.92% 2.38% 2.56% 2.57% 3.67% - 2.29% 2.62% 2.98% 3.45%

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 (MySuper) 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.

All of the historical returns prior to 1 July 2013 are the combined return information from the previous RecruitmentSuper, Accountants Super and Australian Enterprise Super divisions. Where only the Accountants Super division previously offered the Australian Shares, Overseas Shares, Property and Bonds, the returns of those options have been used. Where all divisions offered an equivalent option, the combined returns (asset weighted where possible) have been used.

^ The Moderate option opened for investment on 12 January 2009. The first investment into this option was received 20 February 2009. 

¹ Since inception return was calculated over 88.3 months from 20 February 2009 to 30 June 2016 for the Moderate option only 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).