2012 Annual Report
First Super was a top five performer in 2011-2012 according to the SuperRatings Fund Crediting Rate Survey SR50 Balanced (60-76) Index, June 2012.
This was achieved even though difficult economic conditions in Europe and the USA were reflected in quite low investment returns.
The Board's decision to maintain a defensive investment strategy worked as planned (pdf | 901kb).
2011 Annual Report
While the US and European economies continued to struggle and share markets were very volatile, 2010/11 was a reasonable year for superannuation investors given the circumstances. The Board continues to explore options to further protect members’ funds while still achieving the long-term
investment objectives (pdf | 954kb).
2010 Annual Report
The 2009/10 returns were a significant turnaround from the previous year’s negative returns for the four investment options other than the Cash option. The Board’s decision to increase the
allocation to defensive assets in the Balanced, Shares Plus and Conservative Balanced options was
a contributing factor to the strong positive returns for the year (pdf | 681kb).