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Allocated pension investment returns

CSRF provides you with the flexibility to choose from various investment options.

Provided below are the current and historical investment returns achieved by the Allocated Pension investment options.

It is important for you to be aware that past and present investment returns are not indicative of future performance.

Current financial year-to-date returns
Investment option Annual return
1 July 2007 to 30 June 2008 		Financial year-to-date return
1 July 2008 to 30 November 2008
Diversified Shares -17.1% -23.06%
Growth -11.0% -18.78%
Balanced -8.4% -14.69%
Socially Responsible Balanced -13.6% -12.02%
Conservative -0.1% -5.87%
Australian Shares -14.2% -22.39%
International Shares -21.1% -20.65%
Diversified Property -18.0% -22.12%
Diversified Fixed Interest 5.9% 0.07%
Cash 5.8% 2.69%

Current financial year monthly returns
Managed options
Month Diversified Shares Growth Balanced Socially Responsible Balanced Conservative
Jul-2008 -2.52% -1.77% -1.37% -1.12% -0.07%
Aug-2008 3.45% 2.96% 2.44% 3.96% 1.45%
Sep-2008 -8.67% -6.94% -5.53% -4.87% -2.67%
Oct-2008 -10.38% -8.93% -6.80% -7.10% -2.80%
Nov-2008 -6.78% -5.25% -4.11% -3.15% -1.87%

Build your own options
Month Australian Shares International Shares Diversified Property Diversified
Fixed Interest 		Cash
Jul-2008 -4.08% -1.12% -1.44% 0.77% 0.58%
Aug-2008 4.67% 2.61% 3.82% 0.63% 0.62%
Sep-2008 -9.82% -7.63% -3.04% -0.65% 0.42%
Oct-2008 -8.78% -9.73% -17.25% -0.27% 0.50%
Nov-2008 -6.04% -6.20% -5.13% -0.41% 0.55%

Five year historical investment returns
Investment option 2007/08 2006/07 2005/06 2004/05 2003/04 5-yr avg. CPI 5-yr avg.
Diversified Shares -17.1% 22.0% 22.0% 15.4% 19.6% 11.2% 3.1%
Growth -11.0% 20.3% 18.8% 13.5% 18.0% 11.2% 3.1%
Balanced -8.4% 17.1% 15.7% 13.6% 14.0% 10.0% 3.1%
Socially Responsible Balanced -13.6% 17.0% 14.6% 13.8% 13.7% 8.4% 3.1%
Conservative -0.1% 10.0% 9.0% 11.1% 8.2% 7.6% 3.1%
Australian Shares -14.2% 26.0% 22.5% As the Australian Shares, International Shares, Diversified Property and Diversified Fixed Interest investment options were only available from 1 July 2005, past performance prior to this date is not available. N/A 3.1%
International Shares -21.1% 17.5% 18.4% N/A 3.1%
Diversified Property -18.0% 20.0% 21.1% N/A 3.1%
Diversified Fixed Interest 5.9% 4.4% 1.9% N/A 3.1%
Cash 5.8% 6.0% 5.9% 5.5% 5.5% 5.7% 3.1%
  • From 11 February 2008, the name of CSRF’s Ethical Balanced portfolio option has changed to Socially Responsible Balanced to reflect the Trustee’s resolution to move the management of this investment portfolio from Suncorp Investment Management to AMP Capital Investors.
  • These returns are net of tax and investment fees and were the effective return on opening account balances invested in the portfolio for the full period. Returns are calculated on a time weighted basis by using hard close unit prices (unit prices that incorporate updated valuations of Fund investments).
  • Financial year-to-date returns represent the actual return achieved based on the number of days thus far into the financial year. It is not an annualised figure ie it does not represent 12 months of income.
  • The Fund’s Superannuation Plan has different tax treatment to the Allocated Pension Plan and as such, each Plan will experience different investment returns for the same portfolio options.
Disclaimer:
Please note that these returns are only applicable for members who have not made any transactions (withdrawals, deposits or change of investment options) in the reporting period specified. Should there be any discrepancy between the website unit price figures and what is on CSRF’s administration system, then CSRF administration system figures will override. Your investment return will be specific to the investment option chosen and influenced by the timing of your account balance movements in the investment option. You should be aware that the value of your investment may rise or fall. Past performance is not indicative of future performance.
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