investments
How we measure performance
We measure the performance of our investment options in a number of different ways:
- against the investment option performance objective over the recommended investment time frame
- against our peers, and
- against market indices.
For each investment option, our performance objectives aim to exceed inflation, Consumer Price Index (CPI), by a percentage margin determined by the risk and return of each option.
For example, the return objective of our Balanced investment option over the recommended investment timeframe of 6 years is CPI + at least 3% p.a.
The performance objective and investment time frame is included in the investment snapshot for each option.
The performance of each asset class is measured against the market benchmark indices and index composites (after adjusting for fees) set out in the following table.
| Asset class | Index |
|---|---|
| Australian Shares | S&P/ASX 300 Accumulation Index |
| International Shares |
MSCI World ex Aus (unhedged) in AUD (Net Dividends Reinvested) |
| Property (listed) | S&P/ASX 300 Property Trusts Accumulation Index FTSE EPRA/NAREIT Developed Rental Net TR Index in AUD |
| Property (unlisted) | Mercer/IPD Australian Pooled Property Fund Index |
| Alternative Investments | UBSA Government Index 10 year+ Australian Government 10 year bond yield |
| Australian Fixed Interest | UBSA Government Index 0 year+ |
| International Fixed Interest | Barclays Capital Global Aggregate Corporate Index (hedged to AUD) |
| Inflation Linked Securities | UBSA Government Inflation Index 0 year+ |
| Cash | UBSA Bank Bill Index |
S&P/ASX = Standard & Poors/Australian Stock Exchange
UBSA = UBS Australia
Different benchmarks and indices may be used from time to time and this list of benchmarks will be updated accordingly.
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