Important: VicSuper Flexible Income with Transition to Retirement (TTR) feature
The information shown on this page has changed as investment earnings on Flexible Income accounts with a TTR feature are now subject to tax due to legislative changes effective 1 July 2017. Prior to this change, investment earnings for accounts with TTR feature were tax free and the same as our Flexible Income without TTR. Therefore if you have an account with the TTR feature:
Unit prices
- Pre 1 July 2017 are shown in the VicSuper Flexible Income without TTR section.
- Post 1 July 2017 are shown in the VicSuper Flexible Income with TTR section.
Unit price history
VicSuper Flexible Income with TTR (XLS)
VicSuper Flexible Income without TTR (XLS)
VicSuper FutureSaver (XLS)
Investment returns - Period 1 July 2016 to 30 June 2017
| VicSuper FutureSaver |
1 Year |
3 Years |
5 Years |
10 years |
| Cash |
1.66% |
1.91% |
2.16% |
3.31% |
| Capital Secure |
4.73% |
4.92% |
5.67% |
4.68% |
| Capital Stable |
7.57% |
6.53% |
7.94% |
5.05% |
| Balanced |
9.73% |
7.47% |
9.72% |
5.07% |
| Socially Conscious |
- |
- |
- |
- |
| Growth |
11.15% |
7.96% |
10.96% |
4.55% |
| Equity Growth |
15.35% |
8.88% |
12.98% |
4.66% |
| Australian Shares |
12.07% |
6.68% |
- |
- |
| VicSuper Flexible Income |
1 Year |
3 Years |
5 Years |
10 years |
| Cash |
1.96% |
2.28% |
2.58% |
3.92% |
| Capital Secure |
5.04% |
5.40% |
6.30% |
5.35% |
| Capital Stable |
7.89% |
6.89% |
8.64% |
5.69% |
| Balanced |
10.45% |
8.01% |
10.69% |
5.72% |
| Socially Conscious |
- |
- |
- |
- |
| Growth |
12.15% |
8.61% |
12.08% |
5.13% |
| Equity Growth |
17.51% |
9.67% |
14.32% |
5.21% |
| Australian Shares |
14.64% |
8.39% |
- |
- |
Socially Conscious
The current strategic asset allocation for the Socially Conscious option (renamed from the Equity Growth Sustainability option) became effective 1 February 2017. 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.
Australian Shares
This option was introduced on 4 February 2013 for VicSuper FutureSaver and 5 February 2013 for VicSuper Flexible Income.
Important: VicSuper Flexible Income with Transition to Retirement (TTR) feature
The information shown on this page has changed as investment earnings on Flexible Income accounts with a TTR feature are now subject to tax due to legislative changes effective 1 July 2017. Prior to this change, investment earnings for accounts with TTR feature were tax free and the same as our Flexible Income without TTR. Therefore if you have an account with the TTR feature:
Unit prices
- Pre 1 July 2017 are shown in the VicSuper Flexible Income without TTR section.
- Post 1 July 2017 are shown in the VicSuper Flexible Income with TTR section.
Unit price history
VicSuper Flexible Income with TTR (XLS)
VicSuper Flexible Income without TTR (XLS)
VicSuper FutureSaver (XLS)
Investment returns - Period 1 July 2016 to 30 June 2017
| VicSuper FutureSaver |
1 Year |
3 Years |
5 Years |
10 years |
| Cash |
1.66% |
1.91% |
2.16% |
3.31% |
| Capital Secure |
4.73% |
4.92% |
5.67% |
4.68% |
| Capital Stable |
7.57% |
6.53% |
7.94% |
5.05% |
| Balanced |
9.73% |
7.47% |
9.72% |
5.07% |
| Socially Conscious |
- |
- |
- |
- |
| Growth |
11.15% |
7.96% |
10.96% |
4.55% |
| Equity Growth |
15.35% |
8.88% |
12.98% |
4.66% |
| Australian Shares |
12.07% |
6.68% |
- |
- |
| VicSuper Flexible Income |
1 Year |
3 Years |
5 Years |
10 years |
| Cash |
1.96% |
2.28% |
2.58% |
3.92% |
| Capital Secure |
5.04% |
5.40% |
6.30% |
5.35% |
| Capital Stable |
7.89% |
6.89% |
8.64% |
5.69% |
| Balanced |
10.45% |
8.01% |
10.69% |
5.72% |
| Socially Conscious |
- |
- |
- |
- |
| Growth |
12.15% |
8.61% |
12.08% |
5.13% |
| Equity Growth |
17.51% |
9.67% |
14.32% |
5.21% |
| Australian Shares |
14.64% |
8.39% |
- |
- |
Socially Conscious
The current strategic asset allocation for the Socially Conscious option (renamed from the Equity Growth Sustainability option) became effective 1 February 2017. 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.
Australian Shares
This option was introduced on 4 February 2013 for VicSuper FutureSaver and 5 February 2013 for VicSuper Flexible Income.