Investment Returns
Pension Funds
Pension Funds - Conservative Growth   Super Funds  

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PENSION FUNDS - GROWTH RISK PROFILE (61 - 80%)
Net returns for periods to 30 June 2015
Investment Option  Asset Consultant Growth
Assets
3 Months    1 Year 3 Years 5 Years 7 Years Standard
Deviation
% %   Rank % pa Rank % pa Rank % pa Rank % pa Rank 5 Years
% pa
AMP FD Balanced Towers Watson 73.0 -1.6 (25) 12.6 (3) 15.2 (9) 11.2 (11) 6.8 (21) 5.1
Aon Balanced Aon 70.0 -2.7 (37) 11.8 (14) 15.9 (3) 11.2 (13) 7.4 (11) 6.6
Asgard SMA Balanced Advance 70.0 -3.3 (39) 6.8 (39) 11.3 (37) 9.0 (36) 6.3 (29) 5.7
Aust Catholic Super & Ret Balanced Towers Watson 74.0 -2.1 (34) 11.3 (18) 13.1 (28) 9.7 (34) 5.8 (32) 4.7
AustralianSuper Balanced Frontier / JANA 76.0 0.0 (1) 12.6 (4) 15.2 (6) 11.5 (7) 7.6 (9) 5.0
CareSuper Balanced JANA 69.0 -0.5 (7) 11.7 (16) 14.6 (15) 11.5 (5) 8.5 (2) 4.4
Catholic Super Balanced JANA 70.0 -0.8 (12) 11.1 (20) 13.7 (21) 10.8 (21) 7.2 (15) 4.6
Catholic Super Mod Aggressive JANA 80.0 -1.0 (14) 12.0 (12) 15.2 (8) 11.5 (8) 7.9 (6) 5.1
Cbus Growth Frontier 72.5 -0.7 (9) 11.2 (19) 14.8 (13) 11.0 (15) - - 4.4
CFS FirstChoice Growth Mercer 80.0 -3.0 (38) 12.0 (10) 16.3 (1) 11.9 (2) 7.8 (7) 6.7
FSS (NSW) Diversified JANA 70.0 -1.2 (17) 10.8 (23) 14.5 (18) 11.1 (14) 7.7 (8) 5.0
GESB Balanced JANA 62.0 -1.8 (31) 8.6 (37) 11.9 (36) 9.7 (35) 7.0 (17) 4.4
GESB Growth JANA 76.5 -2.2 (36) 10.0 (30) 13.8 (20) 10.5 (26) 6.7 (23) 5.5
HOSTPLUS Balanced JANA 76.0 -0.8 (10) 12.3 (8) 15.1 (10) 11.4 (10) - - 4.9
JANA (Ex-MLC) Balanced MLC 70.0 -1.8 (30) 10.8 (22) 14.7 (14) 11.0 (16) 7.2 (14) 5.4
Kinetic Super Aggressive Towers Watson 76.5 -1.4 (18) 10.3 (25) 15.2 (7) 11.4 (9) - - 6.1
Kinetic Super Growth Towers Watson 62.0 -1.4 (20) 9.5 (34) 13.4 (24) 11.0 (17) - - 5.0
LUCRF Balanced Towers Watson 76.0 -1.6 (26) 9.6 (33) 13.3 (26) 10.6 (23) 6.8 (20) 4.8
Maritime Super Balanced JANA 70.0 -1.1 (15) 8.4 (38) 13.0 (30) 9.9 (32) 5.8 (31) 4.6
Mercer Growth Mercer 68.0 -1.7 (28) 10.3 (26) 13.6 (22) 10.4 (27) 6.6 (24) 5.8
Mercer Growth Plus Mercer 66.5 -1.2 (16) 10.1 (29) 12.7 (34) 9.9 (31) 6.2 (30) 5.7
Mine Wealth + Wellbeing Growth Mercer 80.0 -1.5 (23) 9.4 (36) 13.2 (27) 10.8 (20) 7.2 (13) 5.1
MLC Horizon 4 MLC 68.5 -2.1 (33) 11.9 (13) 14.5 (17) 10.9 (19) 7.1 (16) 5.4
MTAA Balanced Access 67.5 -1.4 (22) 13.1 (1) 13.1 (29) 8.6 (37) 2.1 (33) 3.8
NGS Super Diversified Frontier 70.0 -1.6 (24) 9.9 (32) 13.0 (31) 9.8 (33) 6.5 (25) 5.6
QSuper Balanced QSuper 63.5 -1.4 (21) 12.4 (7) 12.9 (33) 11.5 (4) 7.9 (5) 4.3
RBF Tasmania Balanced JANA 74.0 -0.8 (11) 10.7 (24) 14.5 (16) 10.7 (22) 7.3 (12) 5.0
REST Core JANA 75.0 -0.3 (3) 9.9 (31) 14.9 (12) 11.2 (12) 8.4 (3) 4.6
REST Diversified JANA 78.0 -0.1 (2) 12.4 (5) 15.9 (2) 11.8 (3) 8.6 (1) 4.5
Russell Balanced Russell 71.5 -1.8 (32) 10.2 (27) 13.0 (32) 9.9 (30) 6.9 (19) 5.4
Statewide Active Balanced JANA 70.0 -0.9 (13) 12.1 (9) - - - - - - -
Statewide High Growth JANA 80.0 -0.4 (6) 12.6 (2) - - - - - - -
Sunsuper Balanced JANA 68.5 -0.3 (4) 11.1 (21) 14.2 (19) 10.5 (25) 6.9 (18) 4.7
Sunsuper Growth JANA 77.0 -0.4 (5) 11.8 (15) 15.0 (11) 11.0 (18) 6.3 (28) 5.0
Super SA Balanced Towers Watson 60.5 -1.8 (29) 9.5 (35) 12.3 (35) 10.1 (29) 6.4 (26) 4.5
Super SA Growth Towers Watson 69.5 -1.7 (27) 10.1 (28) 13.4 (25) 10.6 (24) 6.4 (27) 5.1
Tasplan Balanced Mercer 70.0 -1.4 (19) 11.3 (17) 13.6 (23) 10.3 (28) 7.6 (10) 5.2
UniSuper Balanced UniSuper 70.0 -2.1 (35) 12.4 (6) 15.3 (5) 11.5 (6) 8.0 (4) 5.9
VicSuper Growth Frontier 75.0 -0.7 (8) 12.0 (11) 15.6 (4) 12.0 (1) 6.7 (22) 6.2
Number of Options 39 39 37 37 33 37
Upper Quartile 76.0 -0.8 12.0 15.1 11.4 7.6 5.5
Median 70.0 -1.4 11.1 14.2 10.9 7.0 5.0
Lower Quartile 69.0 -1.8 10.0 13.1 10.3 6.5 4.6
Vanguard Growth 70.0 -3.0 11.8 14.9 10.9 7.5 5.8
Notes:
1. Returns are expressed net of investment fees
2. We define growth and conservative growth portfolios as having growth assets of >60% <=80% and >=20%<=40% respectively
3. Standard deviation represents the historical volatility of investment performance
4. The Asset Consultant typically provides advice in relation to asset allocation policies, portfolio construction and manager selection for the fund's multi-manager options
 
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