Super Toolbox
Pension year to date crediting rates
The following tables show returns after all investment related fees have been deducted (there is no tax payable on assets supporting pensions).
Please note that past performance should not be taken as an indication of future performance.
The financial year-to-date crediting rates are interim for the months of June and July.
The Trustee has been made aware of valuation information that has impacted on the performance of the Target Return Portfolio (TRP) for the period from October 2009 to February 2010. In accordance with Trustee policies the crediting rates for this period have been recalculated to take into account this revised information. Please click here for more information.
Month | Conservative | Balanced | Growth | Target Return |
|---|---|---|---|---|
Jul 10 | 1.46 | 2.36 | 2.48 | 2.28 |
Month | Conservative | Balanced | Growth | Target Return |
Jun 10 | 5.14 | 3.87 | 3.01 | -0.91 |
May 10 | 5.42 | 4.86 | 4.04 | -0.34 |
Apr 10 | 5.75 | 5.91 | 4.95 | -1.86 |
Mar 10 | 5.80 | 6.61 | 5.72 | -1.11 |
Feb 10 | 4.36 | 3.76 | 3.09 | -2.16 |
Jan 10 | 3.67 | 2.92 | 2.36 | -2.50 |
Dec 09 | 4.19 | 4.72 | 3.87 | -2.86 |
Nov 09 | 3.92 | 4.35 | 3.72 | -1.32 |
Oct 09 | 2.88 | 3.10 | 2.52 | -1.95 |
Sep 09 | 3.69 | 4.87 | 4.36 | -0.43 |
Aug 09 | 2.63 | 3.34 | 2.99 | -0.54 |
July 09 | 1.37 | 1.76 | 1.61 | -0.66 |
Month | Australian Shares | International Shares | Diversified Fixed Interest | Cash |
|---|---|---|---|---|
Jul 10 | 4.02 | 1.68 | 0.59 | 0.45 |
Month | Australian Shares | International Shares | Diversified Fixed Interest | Cash |
Jun 10 | 14.23 | 10.47 | 8.13 | 3.72 |
May 10 | 16.32 | 13.25 | 7.31 | 3.36 |
Apr 10 | 25.88 | 17.95 | 5.58 | 3.01 |
Mar 10 | 27.34 | 17.89 | 4.89 | 2.64 |
Feb 10 | 20.31 | 11.92 | 5.15 | 2.29 |
Jan 10 | 17.99 | 10.61 | 4.48 | 1.99 |
Dec 09 | 26.01 | 15.03 | 3.25 | 1.69 |
Nov 09 | 21.50 | 10.86 | 3.75 | 1.34 |
Oct 09 | 19.48 | 7.61 | 2.31 | 1.06 |
Sep 09 | 21.69 | 10.65 | 2.25 | 0.78 |
Aug 09 | 14.53 | 9.14 | 1.52 | 0.52 |
Jul 09 | 7.60 | 6.19 | 0.62 | 0.28 |
Note: The returns on this page have been rounded to 2 decimal places. The 2009-10 crediting rates are compounded monthly. Note that some returns may be negative, usually reflecting the movement in investment markets over that period
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