Returns in 2006 - 2007
Superannuation members - not Allocated 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 |
Financial Year
to date |
| Growth |
-0.6 |
2.2 |
1.6 |
2.2 |
1.3 |
2.6 |
1.6 |
0.1 |
1.6 |
2.5 |
2.0 |
-0.2 |
18.3% |
| Balanced |
-0.3 |
1.8 |
1.3 |
1.7 |
1.1 |
2.2 |
1.2 |
0.6 |
1.2 |
2.1 |
1.6 |
0.1 |
15.5% |
| Moderate |
0.2 |
1.6 |
1.1 |
1.7 |
1.1 |
1.7 |
1.0 |
0.3 |
0.9 |
1.8 |
1.2 |
0.2 |
13.6% |
| Stable |
0.3 |
1.2 |
0.9 |
1.2 |
0.9 |
1.1 |
0.7 |
0.5 |
0.6 |
1.3 |
0.8 |
0.3 |
10.2% |
| Conservative |
0.4 |
0.9 |
0.6 |
0.8 |
0.8 |
0.5 |
0.4 |
0.6 |
0.3 |
0.8 |
0.4 |
0.1 |
6.9% |
| MultiStrategy |
0.1 |
1.1 |
0.3 |
1.8 |
1.5 |
0.6 |
0.1 |
1.3 |
1.3 |
0.9 |
0.9 |
0.6 |
10.9% |
| Australian Shares |
-0.7 |
2.8 |
1.5 |
4.0 |
2.1 |
3.2 |
1.2 |
1.7 |
2.5 |
2.5 |
2.1 |
-0.4 |
24.8% |
International
Shares (Hedged) |
0.6 |
2.5 |
2.0 |
1.7 |
1.1 |
2.8 |
2.7 |
-1.7 |
1.2 |
3.3 |
2.7 |
-0.4 |
19.7% |
International
Shares (Unhedged) |
-2.3 |
2.1 |
2.2 |
0.2 |
0.6 |
2.5 |
2.2 |
-2.8 |
-0.7 |
0.9 |
3.0 |
-2.7 |
5.1% |
| Listed Property |
2.1 |
3.2 |
3.4 |
0.9 |
4.6 |
3.7 |
4.5 |
-0.7 |
-3.7 |
3.0 |
3.6 |
-4.5 |
21.3% |
| Fixed Interest |
0.6 |
0.9 |
0.5 |
0.2 |
0.8 |
-0.3 |
0.0 |
1.1 |
-0.2 |
0.4 |
-0.4 |
-0.4 |
3.2% |
| Cash |
0.4 |
0.4 |
0.4 |
0.5 |
0.4 |
0.4 |
0.5 |
0.4 |
0.4 |
0.4 |
0.4 |
0.3 |
5.0% |
Allocated Pensioners
Figures shown are % for the period (after all investment related fees - no tax is payable on
investment earnings on allocated 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 |
Financial Year
to date |
| Growth |
-0.9 |
2.5 |
1.8 |
2.5 |
1.5 |
2.9 |
1.8 |
0.1 |
1.8 |
2.9 |
2.3 |
-0.2 |
20.7% |
| Balanced |
-0.6 |
2.0 |
1.5 |
1.9 |
1.2 |
2.4 |
1.4 |
0.8 |
1.4 |
2.4 |
1.8 |
0.1 |
17.5% |
| Moderate |
0.0 |
1.8 |
1.3 |
1.9 |
1.2 |
1.9 |
1.2 |
0.4 |
1.1 |
2.0 |
1.4 |
0.2 |
15.4% |
| Stable |
0.2 |
1.4 |
1.0 |
1.4 |
1.0 |
1.3 |
0.7 |
0.6 |
0.7 |
1.5 |
0.9 |
0.3 |
11.6% |
| Conservative |
0.3 |
1.0 |
0.8 |
0.9 |
0.9 |
0.6 |
0.5 |
0.7 |
0.4 |
1.0 |
0.4 |
0.2 |
7.9% |
| MultiStrategy |
0.1 |
1.3 |
0.3 |
2.0 |
1.7 |
0.7 |
0.1 |
1.5 |
1.5 |
1.1 |
1.0 |
0.7 |
12.5% |
| Australian Shares |
-1.3 |
3.1 |
1.6 |
4.5 |
2.2 |
3.6 |
1.4 |
1.9 |
2.8 |
3.0 |
2.4 |
-0.5 |
27.6% |
International
Shares (Hedged) |
0.7 |
2.8 |
2.2 |
2.1 |
1.3 |
3.1 |
2.8 |
-1.9 |
1.3 |
3.7 |
3.2 |
-0.4 |
22.8% |
International
Shares (Unhedged) |
-2.7 |
2.5 |
2.5 |
0.2 |
0.6 |
2.9 |
2.5 |
-3.1 |
-0.8 |
1.0 |
3.4 |
-3.0 |
5.8% |
| Listed Property |
2.4 |
3.8 |
3.8 |
0.8 |
5.2 |
4.1 |
5.2 |
-0.6 |
-4.1 |
3.3 |
4.1 |
-4.9 |
24.9% |
| Fixed Interest |
0.7 |
1.0 |
0.7 |
0.2 |
0.9 |
-0.3 |
0.0 |
1.3 |
-0.3 |
0.5 |
-0.4 |
-0.5 |
3.8% |
| Cash |
0.4 |
0.5 |
0.5 |
0.5 |
0.4 |
0.5 |
0.6 |
0.5 |
0.5 |
0.5 |
0.5 |
0.4 |
5.9% |
The returns on this page have been rounded to 1 decimal place.
Returns in AGEST are compounded monthly, so long term returns are not calculated by simply adding the monthly rates together. For example, if we earned 4% in July and 5% in August, because of the compounding effect of our returns, the two-months return at the end of August would be 9.2%, not 9%. Note that some returns may be negative, usually reflecting the movement in investment markets over that period.
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