Investment returns
The table shows the investment returns for various time periods, up to the most recent month available.
The graph for investment returns shows the annual return as at 30 June for each completed financial year.
Investment returns by financial year - West State Super
Investment returns - West State Super
| READYMADE PLANS | ||||
| Growth plan | My West State Super plan | Conservative plan | Cash plan | |
|---|---|---|---|---|
| Risk level | High | Medium to high | Low to medium | Very low |
| Actual returns last month (%) Dec 2018 | -2.20% | -1.83% | -0.54% | 0.18% |
| Actual returns FYTD (%) as at 31/12/2018 | -3.67% | -2.68% | -0.48% | 1.15% |
| Actual returns 1 Year (%) | -1.12% | -0.36% | 1.15% | 2.21% |
| Actual returns 3 Years (% pa) | 5.56% | 5.21% | 3.89% | 2.23% |
| Actual returns 5 Years (% pa) | 6.30% | 5.87% | 4.42% | 2.46% |
| Actual returns 10 Years (% pa) | 8.77% | 8.29% | 6.21% | 3.33% |
| Actual returns since inception (% pa) | 6.29% (1/07/2001) | 6.43% (1/07/2001) | 5.76% (1/07/2001) | 4.31% (1/07/2001) |
| 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 (%) Dec 2018 | -0.79% | -4.77% | -6.19% | 1.62% | 0.18% |
| Actual returns FYTD (%) as at 31/12/2018 | -8.17% | -5.24% | -5.83% | 2.62% | 1.15% |
| Actual returns 1 Year (%) | -5.05% | -1.36% | -4.06% | 3.76% | 2.21% |
| Actual returns 3 Years (% pa) | 5.70% | 7.41% | 3.59% | 3.61% | 2.23% |
| Actual returns 5 Years (% pa) | 5.06% | 8.03% | 7.26% | 3.70% | 2.46% |
| Actual returns 10 Years (% pa) | 8.67% | 10.43% | 10.62% | 5.77% | 3.33% |
| Actual returns since inception (% pa) | 7.45% (1/07/2001) | 4.74% (1/07/2001) | 6.88% (1/07/2001) | 5.81% (1/07/2001) | 4.31% (1/07/2001) |
See risk explained or view unit price explained.
All returns are reported before-tax, are net of Indirect Cost Ratio (ICR), and are based on transactional prices. The ICR includes all of the investment costs and any additional underlying cost 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.