Australia Super Investment Options Balanced

Australia super investment options balanced

Investment performance for super members

The table below shows the investment returns for Employee, Personal and Partner section members of the Scheme.

1-January to
31-December-2019
Aggressive
Growth
Balanced
Growth
CautiousCash
Year to Date20.9%16.7%8.8%1.4%
1 year20.9%16.7%8.8%1.4%
3 years10.4%8.6%5.5%1.5%
5 years9.1%7.6%5.0%1.7%
10 years8.7%8.2%6.0%2.6%

Investment performance for pension members

The table below shows the investment returns for Account Based Pension members of the Scheme.

1-January to
31-December-2019
Aggressive 
Growth
Balanced
Growth
CautiousCash
Year to Date23.5%18.9%10.1%1.7%
1 year23.5%18.9%10.1%1.7%
3 years11.2%9.4%6.1%1.8%
5 years9.8%8.3%5.6%2.0%
10 years9.4%9.0%6.8%3.0%

Comparison of Investment performance for super members

Period to
30-Nov-2019

Aggressive
Growth 

(Quartile)

Balanced
Growth 

(Quartile)

Cautious 


(Quartile)

Cash 


(Quartile)

1 year3rd2nd3rd3rd
3 years1st2nd2nd3rd
5 years1st2nd2nd2nd
10 years2nd1st2nd2nd

ANZ Staff Super uses the Rainmaker Benchmarking Service to compare the relative performance of its investment options against other funds that offer similar investment options.

Australia super investment options balanced

Performance is assessed monthly and ANZ Staff Super’s net investment returns are reported in their respective performance quartile.  For instance, a 1st Quartile ranking is where ANZ Staff Super’s performance is ranked by Rainmaker to be in the top 25% of results sampled.

Important Note: Past performance is not necessarily a guide to future performance.

My Super - AustralianSuper's Balanced Option

This investment returns information has been prepared for the general information of members of the Scheme. It does not take into account any member’s individual financial objectives, financial situation or needs.

We recommend that you seek help from a licensed financial adviser before acting on any of this information.

Australia super investment options balanced

While all due care and diligence has been taken in the preparation of this information, the Trustee reserves the right to correct any errors or omissions.

Unit prices

Your ANZ Staff Super account is recorded as a unit holding in one or more of the underlying investment options.

Each investment option has a unit price.

The unit price of a particular investment option is the value of its net assets divided by the number of units on issue.

Australia super investment options balanced

The “value of net assets” is the current market value of assets in an investment option, after deducting current liabilities such as accrued investment tax (where applicable) and investment related expenses.

Unit prices are set weekly or, in certain circumstances, more frequently as determined by the Trustee.

As asset values fluctuate, unit prices will go up and down.

The investment return for each investment option is calculated as the percentage change in unit prices for the year, to provide a measure of investment performance.

To check current or historical unit prices of ANZ Staff Super investments go to the account login page. Click either the ‘Unit Prices Super’ or ‘Unit Prices Pension’ button and submit a date to show unit prices for that day.

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You can also check unit prices when logged into your account by clicking ‘Investments’ on the dashboard, scrolling down to ‘Unit Prices’, and submitting a date to show the relevant unit price.

You can also click on your investment options to see current number of units and the current price.