Returns in 2004 - 2005
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 2004

-0.68%

0.37%

-2.95%

2.34%

0.46%

0.42%

Aug 2004

0.65%

1.40%

-0.38%

1.35%

1.29%

0.39%

Sep 2004

1.58%

3.22%

0.52%

0.96%

0.64%

0.37%

Oct 2004

1.37%

2.68%

0.46%

1.80%

0.72%

0.35%

Nov 2004

2.30%

3.67%

2.21%

2.65%

0.86%

0.41%

Dec 2004

2.22%

2.71%

2.80%

4.53%

0.58%

0.40%

Jan 2005

0.42%

1.43%

-0.71%

0.62%

0.29%

0.36%

Feb 2005

0.92%

1.61%

1.23%

-2.08%

-0.14%

0.41%

Mar 2005

-0.04%

-0.78%

-0.54%

-1.14%

0.44%

0.36%

Apr 2005

-1.24%

-2.60%

-1.99%

0.08%

1.19%

0.39%

May 2005

2.71%

3.39%

4.07%

-0.13%

0.79%

0.39%

Jun 2005

2.34%

4.38%

1.27%

4.33%

0.85%

0.54%

1.7.2004 to 30.6.2005

13.2%

23.5%

5.9%

16.2%

8.3%

4.9%

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 2004

-0.79%

0.41%

-3.47%

2.75%

0.54%

0.47%

Aug 2004

0.84%

1.52%

-0.43%

1.60%

1.52%

0.43%

Sep 2004

1.72%

3.55%

0.42%

1.06%

0.77%

0.44%

Oct 2004

1.47%

3.01%

0.47%

2.07%

0.86%

0.42%

Nov 2004

2.48%

4.07%

2.47%

3.08%

1.02%

0.49%

Dec 2004

2.57%

3.12%

3.25%

5.02%

0.68%

0.48%

Jan 2005

0.45%

1.58%

-0.85%

0.71%

0.34%

0.42%

Feb 2005

1.02%

1.72%

1.34%

-2.47%

-0.18%

0.49%

Mar 2005

-0.03%

-0.93%

-0.60%

-1.32%

0.52%

0.43%

Apr 2005

-1.42%

-2.97%

-2.34%

0.14%

1.42%

0.46%

May 2005

2.84%

3.26%

4.55%

-0.19%

0.93%

0.46%

Jun 2005

2.58%

4.83%

1.44%

4.99%

0.82%

0.61%

1.7.2004 to 30.6.2005

14.5%

25.5%

6.1%

18.6%

9.6%

5.7%

 



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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.