Performance and returns

We outperformed the median super fund return!

Performance and returns

Launch date for reporting purposes is 31 January 2020.

Investment returns are not guaranteed. Past performance is not a reliable indicator of future performance.

Returns are after investment fees, percentage-based administration fees and taxes but before dollar-based administration fees have been deducted from your account balance.

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Unit Prices

Each investment option has its own unit price. Like shares in a listed company, price of units in each investment option can go up and down based on the change in value of the underlying investments.

The change in the value of unit prices represents the investment return (or loss) applicable to an investment option.

When you receive super contributions into your super fund account, or when money is paid out of your super fund account, these are processed based on the applicable unit price at the time.

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Note: The dip in unit prices and performance during February - March 2020 was mainly due to the impact of COVID-19 on the global markets.