Super Funds - Conservative Growth
Media Release - Super Funds Returns
Pension Funds
|
Print
|
|
|
% |
% |
Rank |
% pa |
Rank |
% pa |
Rank |
% pa |
Rank |
% pa |
Rank |
% pa |
Rank |
5 Years
% pa |
|
|
AMIST Balanced
|
JANA
|
75.0
|
-1.6
|
(43)
|
8.3
|
(59)
|
11.6
|
(48)
|
9.0
|
(48)
|
5.7
|
(47)
|
6.5
|
(29)
|
4.4
|
|
AMP Future Directions Balanced
|
Towers Watson
|
73.0
|
-1.4
|
(36)
|
11.5
|
(4)
|
13.5
|
(13)
|
9.8
|
(18)
|
5.8
|
(46)
|
6.1
|
(40)
|
4.7
|
|
AMP ipac SD Balanced
|
Towers Watson
|
69.0
|
-2.3
|
(58)
|
8.6
|
(56)
|
12.9
|
(28)
|
9.8
|
(19)
|
6.4
|
(20)
|
6.0
|
(44)
|
5.4
|
|
AMP RIL Balanced
|
Towers Watson
|
69.0
|
-2.1
|
(56)
|
9.6
|
(39)
|
13.3
|
(18)
|
9.7
|
(24)
|
6.4
|
(19)
|
6.9
|
(17)
|
5.2
|
|
Aon Balanced Growth
|
Aon
|
70.0
|
-2.3
|
(60)
|
10.4
|
(22)
|
13.6
|
(9)
|
9.6
|
(31)
|
5.9
|
(43)
|
5.8
|
(46)
|
5.6
|
|
Asgard SMA Balanced
|
Advance/TW
|
70.0
|
-2.4
|
(61)
|
6.8
|
(65)
|
10.5
|
(61)
|
8.4
|
(57)
|
5.9
|
(41)
|
6.0
|
(43)
|
5.1
|
|
Aust Catholic Super & Ret MySuper Balanced
|
Towers Watson
|
74.0
|
-2.0
|
(54)
|
9.6
|
(41)
|
11.3
|
(56)
|
8.2
|
(59)
|
5.1
|
(57)
|
5.7
|
(49)
|
4.2
|
|
AustralianSuper Balanced
|
Frontier/JANA
|
76.0
|
-0.4
|
(8)
|
10.9
|
(11)
|
13.4
|
(15)
|
10.2
|
(10)
|
6.5
|
(16)
|
7.3
|
(7)
|
4.5
|
|
AustSafe MySuper (Balanced)
|
JANA
|
71.5
|
-1.5
|
(39)
|
10.7
|
(15)
|
13.1
|
(23)
|
9.7
|
(26)
|
5.9
|
(44)
|
6.4
|
(35)
|
4.3
|
|
BT MM Balanced
|
Advance/TW
|
70.0
|
-3.1
|
(67)
|
6.2
|
(67)
|
10.4
|
(62)
|
8.2
|
(60)
|
4.9
|
(58)
|
4.8
|
(53)
|
5.6
|
|
BUSS (Q) Balanced Growth
|
Frontier
|
72.5
|
-0.4
|
(9)
|
9.8
|
(33)
|
12.8
|
(30)
|
9.7
|
(27)
|
6.2
|
(31)
|
7.1
|
(13)
|
4.2
|
|
CareSuper Balanced
|
JANA
|
69.0
|
-0.3
|
(4)
|
10.8
|
(13)
|
13.2
|
(21)
|
10.3
|
(6)
|
7.0
|
(8)
|
7.4
|
(6)
|
4.0
|
|
Catholic Super Balanced (MySuper)
|
JANA
|
70.0
|
-0.7
|
(15)
|
9.8
|
(32)
|
12.0
|
(44)
|
9.5
|
(32)
|
6.4
|
(18)
|
7.2
|
(8)
|
4.1
|
|
Catholic Super Mod. Aggressive
|
JANA
|
80.0
|
-0.9
|
(19)
|
10.6
|
(17)
|
13.5
|
(14)
|
10.2
|
(8)
|
7.1
|
(7)
|
7.5
|
(4)
|
4.6
|
|
Cbus Growth (Cbus MySuper)
|
Frontier
|
72.5
|
-0.5
|
(12)
|
10.1
|
(25)
|
13.3
|
(17)
|
10.0
|
(16)
|
6.3
|
(22)
|
7.2
|
(9)
|
4.0
|
|
CFS FirstChoice Balanced
|
Mercer
|
70.0
|
-2.6
|
(63)
|
9.3
|
(48)
|
12.5
|
(36)
|
9.5
|
(39)
|
-
|
-
|
-
|
-
|
5.5
|
|
CFS FirstChoice Growth
|
Mercer
|
80.0
|
-2.8
|
(65)
|
10.1
|
(24)
|
14.0
|
(5)
|
10.1
|
(15)
|
6.2
|
(30)
|
6.2
|
(38)
|
6.4
|
|
Commonwealth Bank Group Super Mix 70
|
Towers Watson
|
70.0
|
-1.6
|
(45)
|
6.7
|
(66)
|
10.7
|
(59)
|
9.1
|
(47)
|
6.7
|
(9)
|
7.4
|
(5)
|
4.2
|
|
EISS Diversified
|
Mercer
|
75.0
|
-2.5
|
(62)
|
7.3
|
(64)
|
10.6
|
(60)
|
8.4
|
(56)
|
5.1
|
(56)
|
5.3
|
(52)
|
4.4
|
|
Energy Super Balanced
|
JANA
|
75.0
|
-1.3
|
(31)
|
9.5
|
(42)
|
12.7
|
(31)
|
9.4
|
(40)
|
5.9
|
(38)
|
6.5
|
(28)
|
4.3
|
|
Equip Balanced Growth
|
JANA
|
70.0
|
-1.9
|
(53)
|
10.5
|
(19)
|
13.3
|
(20)
|
10.1
|
(14)
|
7.1
|
(6)
|
7.1
|
(14)
|
4.9
|
|
ESSSuper Growth
|
Towers Watson
|
80.0
|
-0.6
|
(13)
|
8.2
|
(61)
|
11.5
|
(52)
|
9.8
|
(20)
|
6.6
|
(10)
|
7.1
|
(15)
|
3.2
|
|
FSS (NSW) Diversified
|
Towers Watson
|
70.0
|
-1.1
|
(27)
|
9.9
|
(31)
|
13.1
|
(26)
|
9.6
|
(29)
|
6.6
|
(11)
|
6.6
|
(24)
|
4.5
|
|
GESB Super Balanced
|
JANA
|
62.0
|
-1.5
|
(42)
|
7.5
|
(63)
|
10.8
|
(58)
|
9.0
|
(49)
|
6.6
|
(12)
|
-
|
-
|
4.0
|
|
GESB Super Balanced Growth
|
JANA
|
74.0
|
-1.5
|
(41)
|
9.5
|
(43)
|
12.5
|
(37)
|
9.7
|
(25)
|
6.5
|
(13)
|
-
|
-
|
4.7
|
|
HESTA Core Pool
|
Frontier
|
73.0
|
-0.7
|
(16)
|
10.0
|
(28)
|
12.7
|
(32)
|
9.8
|
(21)
|
6.3
|
(21)
|
6.9
|
(18)
|
4.0
|
|
HOSTPLUS Balanced
|
JANA
|
76.0
|
0.2
|
(1)
|
11.0
|
(9)
|
13.6
|
(10)
|
10.3
|
(7)
|
6.3
|
(24)
|
7.1
|
(12)
|
4.2
|
|
Intrust Super Balanced
|
JANA
|
75.0
|
-0.7
|
(17)
|
11.1
|
(7)
|
13.4
|
(16)
|
9.6
|
(28)
|
6.1
|
(34)
|
6.8
|
(19)
|
4.3
|
|
IOOF Balanced Investor Trust
|
Russell
|
70.0
|
-2.7
|
(64)
|
9.6
|
(40)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
IOOF MultiMix Balanced Growth
|
Russell
|
72.0
|
-2.1
|
(55)
|
10.0
|
(29)
|
13.3
|
(19)
|
8.9
|
(51)
|
5.9
|
(42)
|
-
|
-
|
5.1
|
|
JANA Assertive
|
JANA
|
80.0
|
-1.6
|
(47)
|
10.4
|
(21)
|
14.5
|
(1)
|
10.2
|
(13)
|
6.3
|
(25)
|
6.9
|
(16)
|
5.7
|
|
JANA Growth (Ex-MLC)
|
JANA
|
79.0
|
-1.5
|
(37)
|
10.8
|
(12)
|
13.7
|
(7)
|
10.0
|
(17)
|
6.1
|
(36)
|
6.4
|
(33)
|
5.0
|
|
JANA Moderate
|
JANA
|
70.0
|
-1.4
|
(34)
|
9.5
|
(45)
|
13.1
|
(24)
|
9.5
|
(33)
|
6.1
|
(32)
|
6.7
|
(21)
|
4.9
|
|
JANA Moderate (Ex-MLC)
|
JANA
|
70.0
|
-1.4
|
(32)
|
9.7
|
(37)
|
12.5
|
(38)
|
9.5
|
(38)
|
6.1
|
(33)
|
6.4
|
(36)
|
4.4
|
|
Kinetic Super Aggressive
|
Towers Watson
|
76.5
|
-1.6
|
(44)
|
8.9
|
(52)
|
13.8
|
(6)
|
10.7
|
(1)
|
-
|
-
|
-
|
-
|
5.6
|
|
Kinetic Super Growth
|
Towers Watson
|
62.0
|
-1.4
|
(35)
|
8.3
|
(60)
|
12.3
|
(40)
|
10.2
|
(11)
|
-
|
-
|
-
|
-
|
4.6
|
|
Legal Super Balanced
|
Towers Watson
|
74.0
|
-1.5
|
(40)
|
9.7
|
(35)
|
13.2
|
(22)
|
9.4
|
(41)
|
6.0
|
(37)
|
6.6
|
(26)
|
5.1
|
|
LGSS Balanced Growth
|
JANA
|
70.0
|
-0.6
|
(14)
|
9.7
|
(36)
|
12.4
|
(39)
|
9.1
|
(46)
|
5.3
|
(52)
|
5.6
|
(50)
|
4.3
|
|
LUCRF MySuper Balanced
|
Towers Watson
|
76.0
|
-1.5
|
(38)
|
8.4
|
(57)
|
11.6
|
(49)
|
9.1
|
(45)
|
5.3
|
(51)
|
6.2
|
(39)
|
4.2
|
|
Maritime Super Balanced
|
JANA
|
70.0
|
-1.0
|
(22)
|
7.8
|
(62)
|
11.4
|
(54)
|
8.8
|
(54)
|
5.2
|
(53)
|
5.8
|
(48)
|
4.0
|
|
Mercer Growth
|
Mercer
|
68.0
|
-1.3
|
(29)
|
9.8
|
(34)
|
12.2
|
(41)
|
9.0
|
(50)
|
5.6
|
(48)
|
6.0
|
(42)
|
5.1
|
|
Mercer Growth Plus
|
Mercer
|
66.5
|
-1.0
|
(24)
|
9.1
|
(50)
|
11.2
|
(57)
|
8.3
|
(58)
|
5.1
|
(55)
|
-
|
-
|
5.0
|
|
Mine Wealth + Wellbeing Growth
|
Mercer
|
80.0
|
-1.3
|
(30)
|
8.3
|
(58)
|
11.4
|
(55)
|
9.2
|
(43)
|
5.9
|
(39)
|
6.5
|
(30)
|
4.5
|
|
MLC Horizon 4
|
JANA
|
68.5
|
-1.8
|
(49)
|
10.9
|
(10)
|
12.9
|
(29)
|
9.7
|
(22)
|
6.3
|
(26)
|
6.5
|
(27)
|
4.7
|
|
MLC MySuper
|
JANA
|
70.0
|
-1.9
|
(51)
|
9.5
|
(44)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
MTAA My AutoSuper (Balanced)
|
Access
|
67.5
|
-0.9
|
(21)
|
11.7
|
(2)
|
11.4
|
(53)
|
7.4
|
(62)
|
1.7
|
(59)
|
4.4
|
(54)
|
3.2
|
|
NGS Super Diversified (MySuper)
|
Frontier
|
70.0
|
-1.4
|
(33)
|
8.9
|
(53)
|
11.5
|
(51)
|
8.6
|
(55)
|
5.8
|
(45)
|
6.6
|
(23)
|
4.9
|
|
OnePath OptiMix Balanced
|
Mercer/TW
|
73.0
|
-2.9
|
(66)
|
8.9
|
(54)
|
11.6
|
(50)
|
7.7
|
(61)
|
5.2
|
(54)
|
5.5
|
(51)
|
5.6
|
|
Optimum Growth
|
Ibbotson
|
80.0
|
-0.4
|
(10)
|
10.5
|
(20)
|
12.6
|
(33)
|
9.3
|
(42)
|
6.2
|
(29)
|
5.8
|
(47)
|
4.5
|
|
Plum MySuper
|
JANA
|
70.0
|
-1.9
|
(52)
|
9.3
|
(47)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
Plum Pre-Mixed Moderate
|
JANA
|
70.0
|
-1.8
|
(50)
|
9.7
|
(38)
|
12.5
|
(35)
|
9.5
|
(35)
|
6.3
|
(23)
|
6.4
|
(32)
|
4.7
|
|
QSuper Balanced
|
QSuper
|
63.5
|
-1.0
|
(23)
|
12.3
|
(1)
|
11.8
|
(46)
|
10.4
|
(5)
|
7.1
|
(5)
|
7.2
|
(10)
|
3.9
|
|
RBF Tasmania Balanced
|
JANA
|
74.0
|
-0.9
|
(20)
|
10.0
|
(27)
|
12.9
|
(27)
|
9.5
|
(34)
|
6.5
|
(15)
|
6.6
|
(25)
|
4.7
|
|
REI Super Trustee Super Balanced (MySuper)
|
Ibbotson
|
76.0
|
-1.1
|
(25)
|
10.7
|
(14)
|
12.2
|
(42)
|
9.6
|
(30)
|
6.5
|
(14)
|
6.1
|
(41)
|
4.4
|
|
REST Core
|
JANA
|
75.0
|
-0.3
|
(6)
|
9.5
|
(46)
|
13.7
|
(8)
|
10.2
|
(9)
|
7.7
|
(1)
|
7.7
|
(1)
|
4.2
|
|
REST Diversified
|
JANA
|
78.0
|
-0.2
|
(2)
|
11.3
|
(5)
|
14.3
|
(2)
|
10.5
|
(3)
|
7.6
|
(2)
|
7.6
|
(2)
|
4.1
|
|
Russell Balanced
|
Russell
|
74.0
|
-2.3
|
(59)
|
8.7
|
(55)
|
12.5
|
(34)
|
9.2
|
(44)
|
6.2
|
(27)
|
5.9
|
(45)
|
5.6
|
|
Russell Balanced Opps
|
Russell
|
75.5
|
-2.2
|
(57)
|
8.9
|
(51)
|
12.1
|
(43)
|
8.9
|
(52)
|
6.1
|
(35)
|
-
|
-
|
5.4
|
|
Statewide Super Active Balanced
|
JANA
|
70.0
|
-0.8
|
(18)
|
10.6
|
(16)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
Statewide Super MySuper
|
JANA
|
80.0
|
-0.3
|
(7)
|
11.5
|
(3)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
Sunsuper Balanced
|
JANA
|
68.5
|
-0.2
|
(3)
|
10.2
|
(23)
|
13.1
|
(25)
|
9.5
|
(37)
|
6.2
|
(28)
|
6.7
|
(20)
|
4.3
|
|
Sunsuper Growth
|
JANA
|
77.0
|
-0.3
|
(5)
|
10.6
|
(18)
|
13.5
|
(12)
|
9.7
|
(23)
|
5.5
|
(49)
|
6.4
|
(34)
|
4.5
|
|
Tasplan MySuper Balanced
|
Mercer
|
70.0
|
-1.6
|
(46)
|
10.0
|
(26)
|
11.7
|
(47)
|
8.8
|
(53)
|
6.4
|
(17)
|
6.7
|
(22)
|
4.7
|
|
Telstra Super Balanced
|
JANA
|
74.0
|
-1.2
|
(28)
|
10.0
|
(30)
|
14.2
|
(3)
|
10.5
|
(4)
|
7.3
|
(3)
|
7.6
|
(3)
|
5.0
|
|
UniSuper Balanced
|
UniSuper
|
70.0
|
-1.7
|
(48)
|
11.0
|
(8)
|
13.6
|
(11)
|
10.2
|
(12)
|
7.1
|
(4)
|
7.2
|
(11)
|
5.2
|
|
VicSuper Growth (MySuper)
|
Frontier
|
75.0
|
-0.5
|
(11)
|
11.1
|
(6)
|
14.1
|
(4)
|
10.6
|
(2)
|
5.9
|
(40)
|
6.5
|
(31)
|
5.5
|
|
Vision Super Balanced Growth
|
Frontier
|
74.5
|
-1.1
|
(26)
|
9.2
|
(49)
|
11.9
|
(45)
|
9.5
|
(36)
|
5.5
|
(50)
|
6.3
|
(37)
|
3.9
|
|
|
Number of Options
|
|
|
67
|
|
67
|
|
62
|
|
62
|
|
59
|
|
54
|
|
62
|
|
Upper Quartile
|
|
75.3
|
-0.8
|
|
10.6
|
|
13.4
|
|
10.0
|
|
6.5
|
|
7.1
|
|
5.1
|
|
Median
|
|
72.5
|
-1.4
|
|
9.8
|
|
12.7
|
|
9.6
|
|
6.2
|
|
6.5
|
|
4.6
|
|
Lower Quartile
|
|
70.0
|
-1.8
|
|
9.0
|
|
11.7
|
|
9.1
|
|
5.9
|
|
6.1
|
|
4.2
|
|
| Tax exempt options |
|
GESB (WSS) Balanced
|
JANA
|
64.0
|
-1.3
|
|
9.4
|
|
12.6
|
|
10.3
|
|
7.4
|
|
7.2
|
|
4.3
|
|
GESB (WSS) Growth
|
JANA
|
80.0
|
-1.7
|
|
10.6
|
|
14.4
|
|
11.0
|
|
7.1
|
|
7.1
|
|
5.5
|
|
Super SA Balanced
|
Towers Watson
|
60.5
|
-1.6
|
|
9.4
|
|
12.6
|
|
10.3
|
|
6.5
|
|
6.9
|
|
4.4
|
|
Super SA Growth
|
Towers Watson
|
69.5
|
-1.4
|
|
10.0
|
|
13.7
|
|
10.8
|
|
6.4
|
|
7.0
|
|
5.0
|
|
Notes:
1. Returns are expressed net of investment fees and tax
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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Disclaimer
© Chant West Pty Limited (ABN 75 077 595 316) 2016. Unless otherwise permitted by an agreement between you and Chant West, you may only use this document for your own personal, non-commercial use, and this document may not be copied, reproduced, scanned or embodied in any other document or distributed to another party.
The information in this document is based on data supplied by third parties. While such data is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such data. Past performance is not a reliable indicator of future performance. The products, reports and ratings do not contain all of the information that is required in order to evaluate the nominated service providers, and you are responsible for obtaining such further information.
This information does not constitute financial product advice. However to the extent that this document may be considered to be general financial product advice, Chant West warns that: (a) Chant West has not considered any individual person’s objectives, financial situation or particular needs; (b) individuals need to consider whether the advice is appropriate in light of their goals, objectives and current situation; and (c) individuals should obtain a product disclosure statement from the relevant fund provider before making any decision about whether to acquire a financial product from that fund provider. A Financial Services Guide has been made available by Chant West through its website at www.chantwest.com.au.
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