Investment returns

The table for investment returns show the returns for various time periods up to the most recent month.

The graph for investment returns shows the annual return as at 30 June for each completed financial year.

Investment returns by financial year - GESB Super

Readymade plans

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Investment returns - GESB Super

READYMADE PLANS
Growth plan My GESB Super plan Balanced plan Conservative plan Cash plan
Risk level High High Medium to high Medium Very low
Actual returns last month (%) Sep 2017 1.22% 1.02% 0.88% 0.47% 0.14%
Actual returns FYTD (%) as at 30/09/2017 2.01% 1.78% 1.59% 1.05% 0.43%
Actual returns 1 Year (%) 8.99% 7.69% 6.93% 4.72% 1.79%
Actual returns 3 Years (% pa) 7.51% 6.82% 6.09% 4.74% 2.08%
Actual returns 5 Years (% pa) 10.19% 9.12% 8.13% 5.99% 2.32%
Actual returns 10 Years (% pa) 4.41% 4.65% 4.88% 4.57% 3.20%
Actual returns since inception (% pa) 4.63% (23/04/2007) 4.83% (20/04/2007) 5.04% (31/05/2007) 4.69% (26/06/2007) 3.26% (31/05/2007)
MIX YOUR PLAN
Australian Shares International Shares Property Fixed Interest Cash
Risk level Very high High Very high Medium Very low
Actual returns last month (%) Sep 2017 0.34% 2.75% 0.09% -0.31% 0.14%
Actual returns FYTD (%) as at 30/09/2017 1.26% 3.11% 1.07% 0.16% 0.43%
Actual returns 1 Year (%) 7.84% 14.50% 1.87% -0.35% 1.79%
Actual returns 3 Years (% pa) 6.63% 8.78% 7.42% 2.50% 2.08%
Actual returns 5 Years (% pa) 9.86% 13.00% 9.29% 2.90% 2.32%
Actual returns 10 Years (% pa) 3.95% 4.48% 1.63% 5.32% 3.20%
Actual returns since inception (% pa) 4.33% (22/05/2007) 4.31% (22/05/2007) 1.20% (22/05/2007) 5.21% (22/05/2007) 3.26% (31/05/2007)

See risk explained or view unit price explained.

All returns are reported net of Indirect Cost Ratio (ICR) and applicable taxes. The ICR includes all of the Management Expense Ratio (MER) and any additional underlying costs relating to your investment. Any returns greater than 1 year are annualised.

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.