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% |
| 30/06/2010 | 13.2% | 12.4% | 11.0% | 9.8% | 7.8% |
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 BlackRock Asset Management Australia Limited 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 BlackRock funds which max invests in.
Asset Options
Past peformance* of underlying BlackRock unit trusts which max invests in as at 30 June 2010
| max Super Asset Option |
Underlying BlackRock Fund | 1 Year % p.a. | 3 Year % p.a. | 5 Year % p.a. | Since inception | Date of inception |
|---|---|---|---|---|---|---|
Australian Shares |
BlackRock Wholesale Indexed Australian Equity Fund | 13.2 | -7.8 | 4.6 | 8.3 | 31/05/98 |
International Shares |
BlackRock Wholesale Indexed International Equity Fund | 5.6 | -11.1 | -1.8 | 3.8 | 08/11/93 |
Listed Property Securities |
BlackRock Wholesale Indexed Australian Listed Property Fund | 20.2 | -22.6 | -7.2 | 3.0 | 17/05/01 |
Australian Fixed Interest |
BlackRock Wholesale Indexed Australian Bond Fund | 8.0 | 7.8 | 6.2 | 6.2 | 02/07/98 |
International fixed interest |
BlackRock Global Bond Index Fund | 11.5 | 9.8 | 7.0 | 7.6 | 31/10/97 |
| Cash |
BlackRock Cash Fund | 4.0 | 5.6 | 5.8 | 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.
