Its easy to view how your super investment is tracking online with max. We provide recent returns on all our investment options right here on our website and update them regularly, so you don't need to wait for boring yearly statements!
Pre-mixed funds
| Annual Return* | Growth | Living Large (default fund) |
Fence Sitter | Slow & Steady | Income |
|---|---|---|---|---|---|
| 31/12/2006 | 17.8% | 13.9% | - | 7.0% | 2.4% |
| 30/06/2007 | 19.1% | 15.1% | - | 7.9% | 3.0% |
| 31/12/2007 | 5.6% | 5.0% | - | 3.9% | 3.1% |
The above returns are calculated after fees and taxes. The Fence Sitter option was introduced in July 2007, so we don't have historical performance figures available.
*Remember that past performance is not always indicative of future performance.
At max our focus is on delivering strong long-term performance results and with Barclays Global Investors as our investment managers, we're confident that your super is in good hands.
More about max's smart investment strategy
max's Asset Options were introduced in July 2007, so we don't have historical performance figures available. However, the table below shows the past performance of the underlying BGI funds which max invests in.
Asset Options
Past performance* of underlying BGI funds which max invests in (as at 31 December 2007)
| max Super Asset Option |
Underlying BGI Fund | 1 Year % p.a. | 3 Year % p.a. | 5 Year % p.a. | Since inception | Date of inception |
|---|---|---|---|---|---|---|
Australian Shares |
Barclays Investment Funds - Australian Equity Index Fund | 16.03 | 20.92 | 21.07 | 13.71 | 31.05.98 |
International Shares |
Barclays World ex - Australian Equity Index Fund | -2.33 | 8.53 | 6.98 | 6.80 | 08.11.93 |
Listed Property Securities |
Barclays Australian Listed Property Index Fund | -7.99 | 11.52 | 14.92 | 15.47 | 17.05.01 |
Australian Fixed Interest |
Barclays Investment Funds - Australian Bond Index Fund | 3.57 | 4.20 | 4.54 | 5.50 | 02.07.98 |
International fixed interest |
Barclays Investment Funds - Overseas Bond Index Fund | 6.90 | 6.06 | 6.50 | 7.17 | 31.10.97 |
| Cash |
Barclays Investment Funds - Cash Fund | 6.78 | 6.19 | 5.82 | 5.51 | 28.08.97 |
The above returns are calculated before fees and taxes. They also assume reinvestment of distributions.
* Remember that past performance is not always indicative of future performance.
