Investment returns

Investment returns by month - GESB Super

Readymade plans

Mix Your plan

Investment returns by financial year - GESB Super

Readymade plans

Mix Your plan

Investment returns - GESB Super

READYMADE PLANS AS AT 31 March 2021
Growth plan My GESB Super plan Balanced plan Conservative plan Cash plan
Risk level High High Medium to high Low to medium Very low
Last month (%) 2.56% 2.25% 1.70% 1.23% 0.02%
FYTD (%) 14.39% 11.94% 8.96% 5.73% 0.21%
1 Year (%) 24.07% 20.15% 15.40% 10.08% 0.35%
3 Years (% p.a.) 7.56% 6.86% 5.99% 4.61% 1.23%
5 Years (% p.a.) 8.09% 7.19% 6.45% 4.81% 1.48%
10 Years (% p.a.) 7.98% 7.41% 6.76% 5.35% 2.25%
Since inception
(% p.a.)
5.31% (23/04/2007) 5.29% (20/04/2007) 5.32% (31/05/2007) 4.69% (26/06/2007) 2.77% (31/05/2007)
MIX YOUR PLAN AS AT 31 March 2021
Australian Shares International Shares Property Fixed Interest Cash
Risk level Very high High High Medium Very low
Last month (%) 2.73% 3.59% 3.62% 0.40% 0.02%
FYTD (%) 17.15% 20.06% 14.58% -0.75% 0.21%
1 Year (%) 33.76% 30.40% 22.54% 0.93% 0.35%
3 Years (% p.a.) 8.33% 10.63% 3.33% 3.64% 1.23%
5 Years (% p.a.) 8.98% 11.53% 3.05% 3.12% 1.48%
10 Years (% p.a.) 7.45% 10.46% 6.68% 4.15% 2.25%
Since inception
(% p.a.)
5.37% (22/05/2007) 5.90% (22/05/2007) 1.84% (22/05/2007) 4.80% (22/05/2007) 2.77% (31/05/2007)

See risk explained or view unit price explained.

Returns are reported net of the Indirect Cost Ratio (ICR), are based on transactional prices, and include applicable taxes. The ICR includes all investment costs and any additional underlying costs relating to your investment.

Performance information should be used as a guide only. The performance of your investment plan is not guaranteed and returns may move up or down depending on market conditions. Past performance should not be relied on as an indication of future performance. Changes in investment strategy, such as the appointment of new external investment managers, may impact on future performance.

The risk level is based upon the Standard Risk Measure (SRM). The SRM is based on industry guidance developed to allow members to compare investment options that are expected to deliver a similar number of negative returns over a 20 year period.