Lifecycle Investment Strategy

Three
Months
Financial
Year to Date
1 Year
(% p.a.)
3 Years
(% p.a.)
5 Years
(% p.a.)
7 Years
(% p.a.)
10 Years
(% p.a.)
Balanced Pool
Net return 2.8% n/a n/a n/a n/a n/a n/a
Retirement Pool
Net return 2.0% n/a n/a n/a n/a n/a n/a
Cash Pool
Net return 0.6% n/a n/a n/a n/a n/a n/a
Diversified options
Three
Months
Financial
Year to Date
1 Year
(% p.a.)
3 Years
(% p.a.)
5 Years
(% p.a.)
7 Years
(% p.a.)
10 Years
(% p.a.)
Conservative
Net return 1.8% 5.9% 6.7% 6.2% 7.7% 5.0% 6.4%
Retirement
Net return 2.2% 8.0% 9.4% 6.9% 8.1% 3.9% 6.4%
Balanced
Net return 2.8% 10.9% 13.8% 8.4% 10.4% 4.3% 7.2%
Balanced-Index
Net return 3.2% 11.1% 13.9% 9.2% 11.4% 3.4% 7.0%
Growth
Net return 2.7% 11.6% 14.1% 8.5% 10.0% 3.1% 7.1%
- Net return is after investment fees and tax but before the Administration fee (Percentage fee) of 0.05% p.a. which became effective from 1 July 2008.
- Past performance is not a reliable indication of future performance.
Sunsuper Investment Performance
Summary to 28 February 2014
for Super-savings Accounts
The information contained in this publication is given in good faith and is not a substitute for professional advice. While all reasonable care has been taken in producing this
information, Sunsuper Pty Ltd, its subsidiary Sunsuper Financial Services Pty Ltd, and their directors and employees do not warrant the accuracy or completeness of this
information and will not be held responsible for any loss suffered as a result of relying on this information.
Sunsuper Pty Ltd (ABN 88 010 720 840, AFSL 228975, RSE Licence L0000291) is the trustee and issuer of the Sunsuper Superannuation Fund (ABN 98 503 137 921, SPIN
SSR 0100 AU, RSE Registration R1000337). A Product Disclosure Statement (PDS) is available by calling 13 11 84 or visiting www.sunsuper.com.au. You should consider
the relevant PDS before acquiring any financial product.
Single asset class options
Three
Months
Financial
Year to Date
1 Year
(% p.a.)
3 Years
(% p.a.)
5 Years
(% p.a.)
7 Years
(% p.a.)
10 Years
(% p.a.)
Shares
Net return 2.4% 15.7% 16.5% 8.8% 13.7% 2.7% 7.0%
Australian Shares
Net return 2.4% 15.7% 12.6% 8.6% 14.8% 4.4% 9.6%
Australian Shares-Index
Net return 2.6% 15.1% 12.1% 8.5% 14.6% 3.3% n/a
International Shares (unhedged)
Net return 3.1% 16.1% 24.8% 9.6% 7.7% -0.3% 3.4%
International Shares-enhanced Index (unhedged)
Net return 5.2% 19.0% 37.9% 14.1% 11.4% 1.9% 5.0%
International Shares (hedged)
Net return 2.5% 15.7% 21.0% 10.7% 16.0% 2.3% n/a
International Shares-enhanced Index (hedged)
Net return 3.2% 15.7% 20.5% 11.8% 18.3% 4.0% 7.3%
Emerging Markets Shares
Net return -3.5% 5.6% 6.5% 1.7% 7.0% n/a n/a
Property
Net return 3.6% 7.0% 8.3% 8.1% 11.6% n/a n/a
Australian Property-Index
Net return 3.1% 3.0% 5.5% 11.0% 14.5% -5.0% 2.7%
Fixed Interest
Net return 1.8% 4.1% 4.5% 6.4% 9.5% 7.9% 7.4%
Fixed Interest-Index
Net return 1.5% 3.6% 4.3% 7.0% 6.5% 7.0% 6.5%
Cash
Net return 0.7% 1.9% 3.0% 3.9% 4.0% 4.5% 4.6%
Special options
Three
Months
Financial
Year to Date
1 Year
(% p.a.)
3 Years
(% p.a.)
5 Years
(% p.a.)
7 Years
(% p.a.)
10 Years
(% p.a.)
Ethical, Environmental and Socially Responsible Investments
Net return 2.2% 10.6% 12.9% 8.8% 10.8% 3.8% 7.4%
Capital Guaranteed
Net return 0.6% 1.8% 2.9% 3.9% 3.7% 4.1% 5.7%
- Net return is after investment fees and tax but before the Administration fee (Percentage fee) of 0.05% p.a. which became effective from 1 July 2008.
- Past performance is not a reliable indication of future performance.
The information contained in this publication is given in good faith and is not a substitute for professional advice. While all reasonable care has been taken in producing this
information, Sunsuper Pty Ltd, its subsidiary Sunsuper Financial Services Pty Ltd, and their directors and employees do not warrant the accuracy or completeness of this
information and will not be held responsible for any loss suffered as a result of relying on this information.
Sunsuper Pty Ltd (ABN 88 010 720 840, AFSL 228975, RSE Licence L0000291) is the trustee and issuer of the Sunsuper Superannuation Fund (ABN 98 503 137 921, SPIN
SSR 0100 AU, RSE Registration R1000337). A Product Disclosure Statement (PDS) is available by calling 13 11 84 or visiting www.sunsuper.com.au. You should consider
the relevant PDS before acquiring any financial product.
for Super-savings Accounts
Sunsuper Investment Performance
Summary to 28 February 2014