VicSuper investment performance ranked in the upper quartile

According to the Chant West Multi-Manager Survey, VicSuper’s investment performance ranked in the upper quartile relative to its competitors in the superannuation industry over the last 3 years. VicSuper is pleased to achieve these returns for the benefit of our members.

VicSuper's Growth Option (the default option for members who don’t make an investment choice) returned 9.01% per annum over three years to 30 September 2013, in line with the returns achieved in the upper quartile of the survey (top 25%). VicSuper's Balanced Option returned 8.27% over the three-year period, higher than the 8.08% return of the upper quartile.

VicSuper measures its investment performance in two ways – comparison with index benchmarks and with industry competitors. VicSuper aims to be objective and fair in comparing investment results with the published performance benchmarks. For example, even where funds invest with the same managers and in the same underlying pool of assets, the different tax treatment of super and pension products produces different performance results (super is subject to tax on investment earnings while pension savings are not). Chant West accounts for those difference and the returns shown in their surveys are net of investment fees and, for accumulation funds, net of tax.

Past performance is not a reliable indicator of future performance.

According to the Chant West Multi-Manager Survey, VicSuper’s investment performance ranked in the upper quartile relative to its competitors in the superannuation industry over the last 3 years. VicSuper is pleased to achieve these returns for the benefit of our members.

VicSuper's Growth Option (the default option for members who don’t make an investment choice) returned 9.01% per annum over three years to 30 September 2013, in line with the returns achieved in the upper quartile of the survey (top 25%). VicSuper's Balanced Option returned 8.27% over the three-year period, higher than the 8.08% return of the upper quartile.

VicSuper measures its investment performance in two ways – comparison with index benchmarks and with industry competitors. VicSuper aims to be objective and fair in comparing investment results with the published performance benchmarks. For example, even where funds invest with the same managers and in the same underlying pool of assets, the different tax treatment of super and pension products produces different performance results (super is subject to tax on investment earnings while pension savings are not). Chant West accounts for those difference and the returns shown in their surveys are net of investment fees and, for accumulation funds, net of tax.

Past performance is not a reliable indicator of future performance.