What's happening with recent performance returns?
max Super's investments have enjoyed a period of strong growth, but like most super funds have recently been affected by a dip in the Australian Share market caused by instability on the global markets. Whilst returns are below the peak reached last year, super is a long term investment with ups and downs expected, and will inevitably bounce back over time.
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% |
| 30/06/2008 | -19.9% | -14.2% | -- | -3.4% | 4.3% |
| 31/12/2008 | -37.5% | -27.2% | -15.7% | -6.3% | 9.7% |
| 30/06/2009 | -22.0% | -14.9% | -7.8% | -2.2% | 6.5% |
| 31/12/2009 | 21.9% | 16.9% | 11.7% | 7.6% | 1.6% |
The above returns are calculated after fees and taxes.
*Remember that past performance is not always indicative of future performance.
At max our focus is on delivering strong long-term performance 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. 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 2009)
| 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 | 37.8 | -0.5 | 8.4 | 9.6 | 31/05/98 |
International Shares |
Barclays World ex - Australian Equity Index Fund | 0.2 | -9.7 | -0.7 | 4.1 | 08/11/93 |
Listed Property Securities |
Barclays Australian Listed Property Index Fund | 10.7 | -21.7 | -6.3 | 3.6 | 17/05/01 |
Australian Fixed Interest |
Barclays Investment Funds - Australian Bond Index Fund | 2.1 | 6.7 | 5.8 | 6.0 | 02/07/98 |
International fixed interest |
Barclays Investment Funds - Overseas Bond Index Fund | 7.5 | 7.9 | 7.0 | 7.4 | 31/10/97 |
| Cash |
Barclays Investment Funds - Cash Fund | 3.5 | 5.9 | 5.9 | 5.5 | 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.
