investments
Pension performance
The table below provides a snapshot of each pension investment option and its performance.
| UniSuper's investment options at a glance as at 31/03/2012 | 3 year return (% p.a.) |
5 year return (% p.a.) |
7 year return (% p.a.) |
|---|---|---|---|
| Capital Stable | 8.37 | 4.74 | 6.24 |
| Conservative Balanced | 9.67 | 3.18 | 5.93 |
| Balanced | 9.88 | 1.74 | 5.70 |
| Socially Responsible Balanced | 9.20 | -- | -- |
| Growth | 10.15 | 0.52 | 5.45 |
| High Growth | 11.02 | -0.21 | 5.65 |
| Cash | 4.84 | 5.10 | 5.53 |
| Socially Responsible High Growth | 9.12 | -3.46 | 3.20 |
| Australian Bond (formerly Australian Fixed Interest) | 6.31 | -- | -- |
| Listed Property | 17.55 | -- | -- |
| Australian Shares | 12.95 | -- | -- |
| International Shares | 13.15 | -- | -- |
| Global Environmental Opportunities | -- | -- | -- |
| Australian Equity Income | -- | -- | -- |
| Global Companies in Asia | -- | -- | -- |
| UniSuper's investment options at a glance | 2008-2009 | 2009-2010 | 2010-2011 |
|---|---|---|---|
| Capital Stable | -1.11 | 10.17 | 7.80 |
| Conservative Balanced | -5.79 | 11.08 | 9.13 |
| Balanced | -10.51 | 11.33 | 10.24 |
| Socially Responsible Balanced | -10.93 | 10.33 | 9.28 |
| Growth | -14.26 | 11.68 | 10.85 |
| High Growth | -16.42 | 12.66 | 11.30 |
| Cash | 4.44 | 4.35 | 5.28 |
| Socially Responsible High Growth | -18.78 | 9.73 | 10.89 |
| Australian Bond (formerly Australian Fixed Interest) | 11.85 | 7.97 | 5.62 |
| Listed Property | -39.46 | 24.33 | 11.47 |
| Australian Shares | -17.24 | 14.83 | 12.18 |
| International Shares | -20.94 | 13.17 | 9.55 |
| Global Environmental Opportunities | -- | -- | -- |
| Australian Equity Income | -- | -- | -- |
| Global Companies in Asia | -- | -- | -- |
| UniSuper's investment options at a glance | Dec '11 | Jan '12 | Feb '12 | Mar '12 |
|---|---|---|---|---|
| Capital Stable | 0.34 | 1.59 | 0.94 | 1.27 |
| Conservative Balanced | -0.09 | 2.56 | 1.61 | 1.61 |
| Balanced | -0.67 | 3.51 | 2.36 | 2.10 |
| Socially Responsible Balanced | -0.76 | 3.26 | 1.84 | 1.71 |
| Growth | -1.06 | 4.13 | 2.84 | 2.36 |
| High Growth | -1.15 | 4.46 | 3.09 | 2.58 |
| Cash | 0.42 | 0.41 | 0.39 | 0.43 |
| Socially Responsible High Growth | -1.33 | 4.58 | 2.58 | 2.07 |
| Australian Bond (formerly Australian Fixed Interest) | 0.75 | -0.21 | -0.29 | 0.76 |
| Listed Property | -0.36 | 5.18 | 1.23 | 3.37 |
| Australian Shares | -1.60 | 4.89 | 3.02 | 1.58 |
| International Shares | -1.14 | 6.22 | 4.73 | 4.92 |
| Global Environmental Opportunities | -- | -- | -- | -- |
| Australian Equity Income | -- | -- | -- | -- |
| Global Companies in Asia | -- | -- | -- | -- |
| UniSuper's investment options at a glance as at 31/03/2012 | Estimated financial year 2011-12 (%) |
|---|---|
| Capital Stable | 5.45 |
| Conservative Balanced | 4.44 |
| Balanced | 3.01 |
| Socially Responsible Balanced | 1.19 |
| Growth | 2.14 |
| High Growth | 1.70 |
| Cash | 3.90 |
| Socially Responsible High Growth | -1.17 |
| Australian Bond (formerly Australian Fixed Interest) | 7.58 |
| Listed Property | 4.65 |
| Australian Shares | -0.35 |
| International Shares | 4.39 |
| Global Environmental Opportunities | -- |
| Australian Equity Income | -- |
| Global Companies in Asia | -- |
Note: Figures are current as at 31 March 2012. The value of investments can rise and fall and past performance of an investment option should not be relied upon as an indicator of future performance. Option returns are calculated net of investment expenses and fund taxes but are gross of account-based fees. Members should be aware that the investment returns applied to their account will depend on the investment option(s) they invest in, the period of time they were invested in the option(s) and the timing of cash flows into and out of their account.
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