INVESTMENTS
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Investment returns & crediting rates

Keeping track of your investment returns allows you to project your retirement savings and ensure that you have made the right investment choices.

At First Super, we update our investment returns monthly. Here are our latest figures by investment option.

First Super investment RETURNS to 31 may 2018

Super Fund

Investment option: Balanced (default)
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.220.450.921.771.781.02
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
0.52-0.05-0.371.590.27–8.121.498.62
Investment option: Shares Plus
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.320.561.162.692.161.61
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
0.72-0.46-1.142.590.41–10.611.8611.10
Investment option: Growth
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.310.491.022.201.811.30
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
0.71-0.39-0.832.120.40–9.131.689.61
Investment option: Conservative Balanced
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.080.340.741.361.000.83
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
0.45-0.07-0.211.430.27 –6.231.486.65
Investment option: Cash
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.180.270.170.180.170.17
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
0.160.150.170.170.18 –1.960.522.13

Pension Fund

Investment option: Balanced (default)
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.140.450.921.941.581.10
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
0.51-0.15-0.521.810.30 –8.081.598.79
Investment option: Shares Plus
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.390.581.142.692.161.67
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
0.75-0.46-1.172.710.43 –10.891.9711.43
Investment option: Growth
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.380.541.112.401.991.44
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
0.79-0.42-0.922.360.44–10.111.8810.66
Investment option: Conservative Balanced
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.090.370.841.531.120.93
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
0.51-0.07-0.241.590.29–6.961.647.44
Investment option: Cash
Jul 2017Aug 2017Sep 2017Oct 2017Nov 2017Dec 2017Since 1 JulPast 3 mthsRolling 12 mths
0.210.320.200.210.200.20
Jan 2018Feb 2018Mar 2018Apr 2018May 2018Jun 2018
 0.190.180.200.200.21 –2.300.612.50

Past investment returns are not a reliable indication of future returns.

 

First Super crediting rates for 2016/17 and prior periods

Super Fund

Investment option2016/2017 Fin. yearPast 2 years Past 3 yearsPast 5 yearsPast 10 yearsSince inceptionInception date
Balanced (default)11.50%8.32%8.69%10.23%4.67%8.40% 01/07/1988
Shares Plus15.98%10.27%10.84%13.56%4.57%5.98% 01/03/2001
Growth13.61%9.17%9.64%11.94%n/a11.15% 14/10/2011
Conservative Balanced8.86%6.76%6.96%8.24%n/a5.80% 01/07/2008
Cash2.26%2.37%2.46%2.71%3.45%4.27% 01/03/2001

Pension Fund

Investment option2016/2017 Fin. yearPast 2 years Past 3 yearsPast 5 yearsPast 10 yearsSince inceptionInception date
Balanced (default)11.79%8.72%9.25%11.21%5.39%7.59% 18/03/2005
Shares Plus16.69%10.77%11.43%14.66%5.30%8.10% 01/07/2005
Growth15.00%10.16%10.74%n/an/a11.12% 10/08/2013
Conservative Balanced9.81%7.52%7.73%9.23%n/a6.54%01/07/2008
Cash2.64%2.75%2.85%3.15%4.05%4.09%01/07/2005

Past investment returns are not a reliable indication of future returns.

 

 

We’re here to help. So let’s talk.

If you would like to know more about the investment returns or have any other questions, please don’t hesitate to call our Member Services Team on 1300 360 988, or email us.

 

First Super was formed on 30 June 2008 when the Furniture Industry Retirement Super Trust and the Pulp & Paper Workers’ Super Fund merged with the Timber Industry Super Scheme (TISS). 10 year investment earnings will be calculated based on the TISS earnings rates for 2007-08 and prior years and reported with 30 June 2017 earnings data.

Your super account earns investment income at the Fund’s declared crediting rate*. The crediting rate used will depend on the investment option(s) you have selected.

Each month First Super will declare an investment return for each investment option based on earnings and estimated fees and tax. After the end of the financial year (30 June) First Super will adjust your account based on the accumulated monthly performance of each investment option after deducting tax and fees and allowing for reserves. At the end of the financial year, the amount applied to your account is based on your average daily account balance and the related monthly performance for your investment option. You should take into account that returns can fluctuate up or down and may be negative in some years. The actual returns are based on the performance of the underlying investments and First Super does not guarantee or promise any specific rate of return.

* Earning rates and interim earning rates may be positive or negative. If the earning rate is positive your account earns money. If the rate is negative the amount in your account is reduced.