Returns in 2003 - 2004
Last Updated : 04 Dec 2008
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Please note that past performance should not be taken as an indication of future performance.

This first table of returns is for superannuation members (that is, not pensioners), and shows returns after tax and all investment related fees have been deducted.

Time Period Diversified Growth Australian Shares International Shares Listed Property Fixed Interest Cash

Jul 2003

2.14%

These 4 options commenced on 1 October 2003.

0.30%

Aug 2003

1.49%

Click here to see returns to 30 Sept 2003 for the

0.30%

Sep 2003

-0.55%

old Shares and Fixed Interest/Cash options.

0.28%

Oct 2003

1.84%

2.87%

3.31%

1.98%

-0.99%

0.36%

Nov 2003

-0.43%

-1.82%

0.34%

2.07%

-0.41%

0.33%

Dec 2003

2.47%

3.26%

2.69%

2.82%

1.51%

0.36%

Jan 2004

0.18%

-0.73%

1.26%

0.22%

-0.20%

0.49%

Feb 2004

1.59%

2.68%

1.21%

2.32%

1.08%

0.27%

Mar 2004

1.15%

2.31%

-0.14%

2.89%

0.71%

0.44%

Apr 2004

0.53%

0.01%

1.99%

-0.81%

-0.84%

0.45%

May 2004

0.90%

1.36%

0.62%

4.91%

0.75%

0.44%

June 2004

2.28%

2.62%

3.10%

0.85%

0.55%

0.44%

1.7.2003 - 30.6.2004

14.4%

13.1%

15.3%

18.5%

2.1%

4.6%


This second table is for Pensioners
, and shows returns after all investment related fees have been deducted (there is no tax payable on investment earnings on pension assets).

Time Period Diversified Growth Australian Shares International Shares Listed Property Fixed Interest Cash

Jul 2003

2.30%

These 4 options commenced on 1 October 2003.

0.35%

Aug 2003

1.68%

Click here to see returns to 30 Sept 2003 for the

0.32%

Sep 2003

-0.64%

old Shares and Fixed Interest/Cash options.

0.35%

Oct 2003

2.14%

3.40%

3.72%

2.13%

-1.11%

0.43%

Nov 2003

-0.60%

-2.35%

0.48%

2.33%

-0.48%

0.39%

Dec 2003

2.84%

3.71%

3.09%

3.23%

1.75%

0.43%

Jan 2004

0.23%

-0.83%

1.50%

0.26%

-0.22%

0.57%

Feb 2004

1.80%

3.02%

1.41%

2.79%

1.26%

0.32%

Mar 2004

1.27%

2.53%

-0.17%

3.40%

0.91%

0.53%

Apr 2004

0.61%

-0.01%

2.30%

-0.95%

-0.95%

0.52%

May 2004

1.04%

1.54%

0.70%

5.75%

0.89%

0.52%

June 2004

2.64%

2.99%

3.62%

1.00%

0.65%

0.52%

1.7.2003 - 30.6.2004

16.3%

14.7%

17.8%

21.6%

2.7%

5.4%



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This website, and documents linked to it, provides information of a general nature. It has been prepared without taking into account your particular needs, circumstances and objectives. You should assess your own financial situation and read our combined Product Disclosure Statement and Financial Services Guide before making an investment decision. The Trustee of AGEST (Australian Government Employees Superannuation Trust) is AGEST Super Pty Ltd, ABN 44 007 390 392, SPIN AGE0101AU and AFSL 233707, RSE Licence L0000383, RSE Registration R1001556.