Investment performance

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Super investment performance

To 30 September 20261

1 month %Financial Year to Date %1 year (%)3 years p.a. (%)5 years p.a. (%)10 years p.a (%)
Growth (MySuper)-0.20%1.27%7.17%9.94%6.46%7.89%
High Growth-0.33%1.38%7.16%11.73%7.62%9.51%
Growth Plus-0.31%1.28%7.21%10.82%n/an/a
Indexed Diversified-0.57%0.68%5.59%11.34%n/an/a
Conservative Growth^-0.21%0.92%5.45%7.92%4.87%n/a
Conservative-0.21%0.55%3.95%5.83%3.41%4.27%
Overseas Shares1.30%1.71%7.84%15.72%n/an/a
Australian Shares-2.28%1.69%3.02%10.32%n/an/a
Property-2.10%-2.30%6.97%5.52%n/an/a
Diversified Fixed Interest-0.67%-0.47%1.75%4.53%n/an/a
Cash0.33%1.03%3.82%3.99%3.18%2.11%


1
This table shows the most recent crediting rates (published monthly on or around 14 to 21 days following each months reporting period).

Please note, the Growth Plus, Indexed Diversified, Overseas Shares, Australian Shares, Property and Diversified Fixed Interest options commenced on 14 February 2022 therefore crediting rate information for longer time periods are not applicable.

Investment performance is based on the crediting rate, which is the investment return minus investment fees and costs, transaction costs and investment-related taxes and until 31 January 2020, the percentage-based administration fee. Excludes fees and costs that are deducted directly from members’ accounts. Past performance is not a reliable indicator of future performance.

^The Conservative Growth accumulation option commenced on 6 July 2017 therefore crediting rate information for longer time periods are not applicable.

 

Transition to Retirement investment performance

To 30 September 20262

1 month (%)Financial Year to Date (%)1 year (%)3 years p.a (%)5 years p.a (%)7 years p.a (%)
Conservative Growth (default)-0.21%0.92%5.46%7.92%4.87%5.38%
High Growth-0.33%1.40%7.17%11.75%7.61%8.87%
Growth Plus-0.31%1.29%7.22%10.79%n/an/a
Growth-0.19%1.27%7.11%9.99%6.52%7.30%
Indexed Diversified-0.57%0.68%5.58%11.34%n/an/a
Conservative-0.21%0.55%3.97%5.84%3.41%3.62%
Overseas Shares1.31%1.72%7.83%15.76%n/an/a
Australian Shares-2.27%1.72%2.96%10.36%n/an/a
Property-2.10%-2.26%6.98%5.47%n/an/a
Diversified Fixed Interest-0.68%-0.48%1.73%4.52%n/an/a
Cash0.33%1.03%3.82%3.99%3.18%2.36%


2This table shows the most recent crediting rates (published monthly on or around 14 to 21 days following each months reporting period).

Please note, the Growth Plus, Indexed Diversified, Overseas Shares, Australian Shares, Property and Diversified Fixed Interest options commenced on 14 February 2022 therefore crediting rate information for longer time periods are not applicable. The  remaining Transition to Retirement investment options commenced on 1 July 2017 therefore historical returns and performance information for longer time periods is not applicable.

Investment performance is based on the crediting rate, which is the investment return minus investment fees, taxes, and until 31 January 2020, the percentage-based administration fee. Excludes fees and costs that are deducted directly from members’ accounts. Past performance is not a reliable indicator of future performance.

Fully Retired investment performance

To 30 September 20263

1 month (%)Financial Year to Date (%)1 year (%)3 years p.a (%)5 years p.a (%)7 years p.a (%)10 years p.a (%)
Conservative Growth (default)-0.29%0.94%5.65%8.54%5.35%5.98%6.79%
High Growth-0.45%1.48%7.70%12.70%8.33%9.70%10.49%
Growth Plus-0.41%1.32%7.46%11.56%n/an/an/a
Growth-0.29%1.32%7.25%10.68%7.00%7.90%8.70%
Indexed Diversified-0.69%0.80%6.45%12.82%n/an/an/a
Conservative-0.27%0.53%4.09%6.38%3.65%3.92%4.70%
Overseas Shares1.46%1.92%8.77%17.19%n/an/an/a
Australian Shares-2.50%1.92%3.50%11.44%n/an/an/a
Property-2.40%-2.63%7.75%5.95%n/an/an/a
Diversified Fixed Interest-0.78%-0.55%2.02%5.33%n/an/an/a
Cash0.39%1.21%4.48%4.62%3.67%2.73%2.48%


3
This table shows  the most recent crediting rates (published monthly on or around 14 to 21 days following each months reporting period). Please note, the Growth Plus, Indexed Diversified, Overseas Shares, Australian Shares, Property and Diversified Fixed Interest options commenced on 14 February 2022 therefore crediting rate information for longer time periods are not  applicable.

Investment performance is based on investment returns minus investment fees and costs, transaction costs and investment-related taxes and until 31 January 2020, the percentage-based administration fee. Excludes fees and costs that are deducted directly from members’ accounts. Past performance is not a reliable indicator of future performance.

CBUS Self Managed investment performance

You are able to buy and sell units in CBUS Self Managed Property and CBUS Self Managed Infrastructure options during trading windows.

See the trading windows dates.

Unit prices for Managed Investments are released daily with the latest unit price used to value your investments. Please refer to your account history for distribution information.

Performance to 30 September 20264

1 month (%)Since 30 June (%)1 year (%)3 years p.a (%)5 years p.a (%)7 years (%)Since inception^ (%)
Cbus Self Managed Property-0.68%-0.29%7.89%3.82%3.26%4.22%6.63%
Cbus Self Managed Infrastructure0.48%0.36%11.14%10.90%9.68%9.46%10.72%


4
Investment performance is the gross return minus investment costs. Excludes account keeping administration fees and taxes, which are applied by the CBUS Self Managed platform, where applicable. Past performance is not a reliable indicator of future performance.

^Since inception on 29 July 2015. CBUS Self Managed Property and CBUS Self Managed Infrastructure options commenced on 29 July 2015.

Prices for Australian shares and Exchange traded Funds are available on the CBUS Self Managed online platform. Read the term deposits page for more information on interest rates.