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TWUSUPER

Latest returns

See how TWUSUPER’s investment options have performed over different timeframes.

Interim FYTD investment returns as at 17 January 2017

The table below shows the interim Financial Year to Date (FYTD) investment returns for each investment option. It uses both monthly interim and declared investment returns and is updated weekly.

  Super members Pension members
Balanced
(MySuper)
%
Equity Plus % Cash Plus % Balanced % Equity Plus % Cash Plus %
FYTD 5.40 6.42 0.88 6.12 7.23 1.09

Estimated returns net of estimated fees, tax and investment expenses. Returns for less than 12 months are not annualised. Super returns and Retirement Income returns differ as retirement income returns are tax free. Past performance is not a guarantee of future performance.

Declared investment returns as at 30 November 2016

This table shows the declared investment returns for each investment option over various time periods. It uses declared investment returns and is updated monthly.

Estimated returns net of estimated fees, tax and investment expenses. Returns for less than 12 months are not annualised. Returns over 3, 5 and 10 year periods are compound averages. Super returns and Retirement Income returns differ as retirement income returns are tax free. Past performance is not a guarantee of future performance.Need help choosing the right investment option for you?We offer a range of investment options to suit the needs of different people. To find out more about our investment options, call us on 1800 222 071 between 8am and 8pm (AEST/AEDT) weekdays.

  • What are investment returns?

    When we talk about ‘investment returns’, we’re actually referring to ‘crediting rates’. The crediting rate equals the investment earnings of each investment option less estimated tax, investment management costs and other costs. Crediting rates can be either positive or negative as they depend on investment performance. We use the term ‘investment returns’ as it is more commonly understood than crediting rates.

  Super members Pension members
Balanced
(MySuper)
%
Equity Plus % Cash Plus % Balanced % Equity Plus % Cash Plus %
Month 1.19 1.47 0.11 1.32 1.67 0.14
Quarter 0.36 0.02 0.37 0.43 0.07 0.46
FYTD 3.30 3.46 0.69 3.78 3.94 0.85
1 year 5.58 5.48 1.78 6.24 6.21 2.16
3 years 6.78 7.60 1.94 7.65 8.61 2.35
5 years 9.61 11.38 2.61 10.82 12.86 3.08
10 years 4.86 4.76 3.61 5.66 5.63 4.28
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