Returns in 2005 - 2006
Last Updated : 04 Dec 2008
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Please note that past performance should not be taken as an indication of future performance.
The Balanced option shown below is the new name for our old 'Diversified Growth' option. The name was changed to Balanced on 1 January 2006. No change was made to the underlying investments or features of this option.
AGEST's international shares option was closed on 31 December 2005 to make way for the two new international shares options below. To see the returns for the international shares option between 1 July 2005 and 31 December 2005, please click here.
Superannuation members - not pensioners
Figures shown are % for the period (after tax and all investment related fees)
| Jul 06 |
Aug 06 |
Sep 06 |
Oct 06 |
Nov 06 |
Dec 06 |
Jan 07 |
Feb 07 |
Mar 07 |
Apr 07 |
May 07 |
Jun 07 |
Total for year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Growth |
New option commenced |
2.5 |
0.5 |
4.1 |
0.7 |
-2.9 |
1.4 |
6.2% |
|||||
| Balanced (was Diversified Growth)* |
2.1 |
1.4 |
2.6 |
-1.5 |
3.0 |
2.2 |
2.0 |
0.5 |
3.4 |
0.6 |
-2.2 |
1.4 |
16.4% |
| Moderate |
New option commenced |
1.7 |
0.4 |
2.2 |
0.8 |
-1.8 |
1.2 |
4.6% |
|||||
| Stable |
New option commenced |
1.2 |
0.4 |
1.4 |
0.6 |
-1.1 |
1.2 |
3.7% |
|||||
| Conservative |
New option commenced |
0.8 |
0.4 |
0.8 |
0.4 |
-0.4 |
0.9 |
2.7% |
|||||
| MultiStrategy |
New option commenced |
1.7 |
-0.1 |
0.3 |
0.4 |
-0.5 |
0.0 |
1.8% |
|||||
| Australian Shares |
2.2 |
1.8 |
4.8 |
-3.4 |
4.0 |
2.6 |
3.2 |
0.3 |
5.1 |
2.0 |
-4.1 |
1.5 |
21.3% |
| International Shares | 3.5 |
1.4 |
2.1 |
-1.1 |
3.8 |
2.3 |
This option was replaced by the two directly below on 1 January 2006 |
12.5% |
|||||
| International Shares (Hedged) |
New option commenced |
3.0 |
0.6 |
2.5 |
0.9 |
-3.8 |
0.7 |
3.6% |
|||||
| International Shares (Unhedged) |
New option commenced |
1.2 |
1.1 |
5.4 |
-2.6 |
-2.4 |
1.4 |
3.9% |
|||||
| Listed Property |
1.9 |
1.4 |
0.1 |
-1.8 |
2.9 |
4.5 |
-1.0 |
3.1 |
-0.4 |
-0.2 |
-1.4 |
5.5 |
15.2% |
| Fixed Interest |
0.2 |
0.9 |
-0.3 |
-0.2 |
0.5 |
0.9 |
0.1 |
0.4 |
-0.2 |
-0.1 |
0.3 |
0.2 |
2.6% |
| Cash |
0.4 |
0.4 |
0.4 |
0.4 |
0.4 |
0.3 |
0.4 |
0.4 |
0.4 |
0.3 |
0.4 |
0.5 |
4.8% |
Pension members
Figures shown are % for the period (after tax and all investment related fees - no tax is payable on pension assets)
| Jul 06 |
Aug 06 |
Sep 06 |
Oct 06 |
Nov 06 |
Dec 06 |
Jan 07 |
Feb 07 |
Mar 07 |
Apr 07 |
May 07 |
Jun 07 |
Total for year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Growth |
New option commenced |
2.8 |
0.6 |
4.3 |
0.8 |
-3.4 |
1.5 |
6.6% |
|||||
| Balanced (was Diversified Growth) |
2.3 |
1.5 |
2.9 |
-1.7 |
3.4 |
2.4 |
2.3 |
0.5 |
3.7 |
0.6 |
-2.6 |
1.6 |
18.0% |
| Moderate |
New option commenced |
2.0 |
0.4 |
2.3 |
0.9 |
-2.0 |
1.4 |
5.1% |
|||||
| Stable |
New option commenced |
1.4 |
0.4 |
1.5 |
0.6 |
-1.2 |
1.3 |
4.1% |
|||||
| Conservative |
New option commenced |
0.9 |
0.4 |
0.8 |
0.4 |
-0.4 |
1.0 |
3.1% |
|||||
| MultiStrategy |
New option commenced |
1.9 |
-0.2 |
0.3 |
0.5 |
-0.6 |
0.0 |
1.9% |
|||||
| Australian Shares |
2.3 |
1.9 |
5.3 |
-3.8 |
4.4 |
3.0 |
3.6 |
0.2 |
5.3 |
2.3 |
-4.6 |
1.7 |
22.9% |
| International Shares | 4.1 |
1.6 |
2.4 |
-1.3 |
4.3 |
2.6 |
This option was replaced by the two directly below on 1 January 2006 |
14.3% |
|||||
| International Shares (Hedged) |
New option commenced |
3.4 |
0.6 |
2.7 |
1.0 |
-4.3 |
0.8 |
4.0% |
|||||
| International Shares (Unhedged) |
New option commenced |
1.4 |
1.1 |
6.2 |
-3.0 |
-2.9 |
1.5 |
4.0% |
|||||
| Listed Property |
2.2 |
1.6 |
0.0 |
-1.9 |
3.3 |
5.1 |
-1.1 |
3.4 |
-0.4 |
-0.2 |
-1.6 |
6.1 |
17.5% |
| Fixed Interest |
0.2 |
1.1 |
-0.3 |
-0.2 |
0.5 |
1.0 |
0.2 |
0.5 |
-0.3 |
-0.2 |
0.3 |
0.2 |
3.1% |
| Cash |
0.5 |
0.5 |
0.5 |
0.5 |
0.5 |
0.4 |
0.5 |
0.4 |
0.4 |
0.4 |
0.5 |
0.6 |
5.7% |