Investment performance

CIO Update: ‘Get Real’ - Investing in Real Assets
CIO Update: ‘Get Real’ - Investing in Real Assets

Andrew Howard

This month’s CIO Update focuses on Real Assets - what they are, how we invest in them, and how they help build and protect members’ retirement savings.

Oscar Fabian image

This month’s CIO Update focuses on Real Assets - what they are, how we invest in them, and how they help build and protect members’ retirement savings.

Investment returns

  Unit Price Periods ending (% pa) Financial year to
  10 years 5 years 3 years 1 year
%
Socially Conscious
The strategic asset allocation for the Socially Conscious option (renamed from the Equity Growth Sustainability option) changed on 1 February 2017 as a result of a restructure to the option. The investment objective for this option differs materially from that applicable prior to 1 February 2017 due to the change in strategic asset allocation (decreased exposure to growth assets and increased exposure to defensive assets). Therefore past returns relating to the period prior to 1 February 2017 have not been included in the calculation of investment returns above.

Equity Growth Sustainability
The Equity Growth Sustainability option was renamed the Socially Conscious investment option on 1 February 2017. Historical performance of this option (which was materially different in asset allocation prior to 1 February 2017) can be accessed via MembersOnline.

Australian Shares
This option was introduced on 4 February 2013 for VicSuper FutureSaver and 5 February 2013 for VicSuper Flexible Income.
Unit prices reflect the value of the assets or investments within each investment option. A new unit price is set each business day and published the following business day generally after 6pm for each investment option. To find out more see Unit prices (page 20) or how to change your investment option.

Note that unit prices are after investment tax (not applicable for VicSuper Flexible Income without TTR members) and investment costs but are not net of administration-related fees or insurance premiums (VicSuper FutureSaver members only).

Investment returns

  Unit Price Periods ending (% pa) Financial year to
  10 years 5 years 3 years 1 year
%
Socially Conscious
The strategic asset allocation for the Socially Conscious option (renamed from the Equity Growth Sustainability option) changed on 1 February 2017 as a result of a restructure to the option. The investment objective for this option differs materially from that applicable prior to 1 February 2017 due to the change in strategic asset allocation (decreased exposure to growth assets and increased exposure to defensive assets). Therefore past returns relating to the period prior to 1 February 2017 have not been included in the calculation of investment returns above.

Equity Growth Sustainability
The Equity Growth Sustainability option was renamed the Socially Conscious investment option on 1 February 2017. Historical performance of this option (which was materially different in asset allocation prior to 1 February 2017) can be accessed via MembersOnline.

Australian Shares
This option was introduced on 4 February 2013 for VicSuper FutureSaver and 5 February 2013 for VicSuper Flexible Income.
Unit prices reflect the value of the assets or investments within each investment option. A new unit price is set each business day and published the following business day generally after 6pm for each investment option. To find out more see Unit prices (page 20) or how to change your investment option.

Note that unit prices are after investment tax (not applicable for VicSuper Flexible Income without TTR members) and investment costs but are not net of administration-related fees or insurance premiums (VicSuper FutureSaver members only).

Unit prices

Date Cash Capital Secure Capital Stable Balanced Socially Conscious Growth (MySuper) Equity Growth Australian Shares
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Choose a date range

Date Cash Capital Secure Capital Stable Balanced Socially Conscious Growth Equity Growth Australian Shares
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Choose a date range

Date Cash Capital Secure Capital Stable Balanced Socially Conscious Growth Equity Growth Australian Shares
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Choose a date range

Term deposit

Term Deposit Rates effective to

3 months 6 months 9 months 12 months

Interest rates are subject to change without notice. Term deposit applications received before 4pm (Melbourne time) on any business day will receive the interest rate effective the following business day.

Tax of 15% will be deducted from the interest paid on term deposits for VicSuper FutureSaver account and Flexible Income with TTR account.