10 year average return of 4.92% p.a. as at 30 June 2017
10 year average Return Target of 2.49% per year above CPI growth (inflation), after fees and taxes. Future returns cannot be guaranteed. This return is a prediction.
Comparison between return target and return
Graph will be shown
Past performance is not necessarily an indication of future returns.
Level of investment risk
Statement of fees and other costs
High Negative returns expected in 4 to less than 6 out of every 20 years
$445.60 per year
The higher the expected return target, the more often you would expect a year of negative returns
Fees and other costs for a representative member who is fully invested in the product has a $50,000 balance for the year and incurs no activity fees (gross of tax obligations).
Warning: The information set out in this dashboard follows specific statutory requirements and, for this reason, may not be identical to information disclosed to you previouslly for other purposes (e.g., in previous annual member statements or in previous annual reports).
Annual Return is the net performance of Kinetic's Growth (MySuper) option over each of the past ten financial years ending 30 June. This return is calculated after investment and administration fees, costs and taxes of a represetative member.
10 year moving average return is the performance of Kinetic's Growth (MySuper) option over the past ten financial years, net of investment and administration fees, costs and taxes of a represetative member.
The return target is the average estimated return above the CPI that Kinetic Super expects to exceed 50% of the time over a rolling 10 year period, net of investment and administration fees, costs and taxes of a representative member. This is not the same as the Growth (MySuper) option's investment objective.
A Representative Member is a member who is fully invested in the Kinetic Super Growth (MySuper) option who does not incur any activity fees during a year and who has an account balance of $50,000 throughout the year.