Returns in 2008 - 2009
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Superannuation members - not Allocated Pensioners
Figures shown are % for the period (after tax and all investment related fees)
| |
Jul
08 |
Aug
08 |
Sep
08 |
Oct
08 |
Nov
08 |
Dec
08 |
Jan
09 |
Feb
09 |
Mar
09 |
Apr
09 |
May
09 |
Jun
09 |
Financial Year
to date |
Growth
|
- 2.5 |
3.3 |
- 7.0 |
- 8.4 |
- 3.8 |
|
|
|
|
|
|
|
-17.5% |
Balanced
|
- 1.5 |
2.8 |
- 5.3 |
- 5.5 |
- 1.3 |
|
|
|
|
|
|
|
-10.5% |
Moderate
|
- 1.2 |
2.1 |
- 3.8 |
- 5.2 |
- 2.1 |
|
|
|
|
|
|
|
- 9.8% |
Stable
|
- 0.2 |
1.5 |
- 1.7 |
- 3.2 |
- 1.1 |
|
|
|
|
|
|
|
- 4.8% |
Conservative
|
0.3 |
1.1 |
- 0.5 |
- 1.9 |
- 0.2 |
|
|
|
|
|
|
|
- 1.3% |
MultiStrategy
|
- 0.6 |
0.2 |
- 2.2 |
- 4.2 |
2.8 |
|
|
|
|
|
|
|
- 4.1% |
Australian Shares
|
- 4.7 |
4.5 |
- 9.2 |
-10.6 |
- 3.8 |
|
|
|
|
|
|
|
-22.2% |
International Shares (Hedged)
|
- 1.3 |
0.8 |
-10.1 |
-16.6 |
- 8.8 |
|
|
|
|
|
|
|
-31.9% |
International Shares (Unhedged)
|
- 0.3 |
6.2 |
- 4.2 |
- 4.4 |
- 5.8 |
|
|
|
|
|
|
|
- 8.6% |
Listed Property
|
- 3.8 |
9.4 |
- 5.8 |
-22.7 |
4.3 |
|
|
|
|
|
|
|
-20.1% |
Fixed Interest
|
1.2 |
1.0 |
0.7 |
- 1.5 |
0.6 |
|
|
|
|
|
|
|
2.1% |
Cash
|
0.6 |
0.6 |
0.5 |
0.6 |
0.5 |
|
|
|
|
|
|
|
2.7% |
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
08 |
Aug
08 |
Sep
08 |
Oct
08 |
Nov
08 |
Dec
08 |
Jan
09 |
Feb
09 |
Mar
09 |
Apr
09 |
May
09 |
Jun
09 |
Financial Year
to date |
Growth
|
- 3.1 |
3.6 |
- 7.6 |
- 9.5 |
- 4.8 |
|
|
|
|
|
|
|
-20.1% |
Balanced
|
- 1.6 |
3.2 |
- 5.8 |
- 6.1 |
- 1.7 |
|
|
|
|
|
|
|
-11.8% |
Moderate
|
- 1.4 |
2.4 |
- 4.2 |
- 5.9 |
- 2.5 |
|
|
|
|
|
|
|
-11.2% |
Stable
|
- 0.3 |
1.7 |
- 2.0 |
- 3.7 |
- 1.3 |
|
|
|
|
|
|
|
- 5.6% |
Conservative
|
0.3 |
1.3 |
- 0.6 |
- 2.1 |
- 0.3 |
|
|
|
|
|
|
|
- 1.5% |
MultiStrategy
|
- 0.7 |
0.3 |
- 2.5 |
- 4.6 |
2.9 |
|
|
|
|
|
|
|
- 4.7% |
Australian Shares
|
- 5.1 |
5.0 |
-10.1 |
-12.3 |
- 4.8 |
|
|
|
|
|
|
|
-25.1% |
International Shares (Hedged)
|
- 2.1 |
0.8 |
-11.4 |
-19.2 |
-10.9 |
|
|
|
|
|
|
|
-37.1% |
International Shares (Unhedged)
|
- 0.7 |
7.1 |
- 4.6 |
- 5.2 |
- 6.7 |
|
|
|
|
|
|
|
-10.3% |
Listed Property
|
- 5.0 |
10.3 |
- 6.2 |
-25.4 |
2.6 |
|
|
|
|
|
|
|
-24.7% |
Fixed Interest
|
1.4 |
1.2 |
0.7 |
- 1.7 |
0.8 |
|
|
|
|
|
|
|
2.3% |
Cash
|
0.7 |
0.7 |
0.6 |
0.7 |
0.5 |
|
|
|
|
|
|
|
3.2% |
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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