01
Level of Investment Risk
Estimated number of negative annual returns over any 20-year period is 4 to less than 6.
| Financial Year | Return |
|---|---|
| 2024 | 10.97% |
| 2023 | 8.64% |
| 2022 | -7.50% |
| 2021 | 17.36% |
| 2020 | 0.28% |
| 2019 | 7.54% |
| 2018 | 8.91% |
| 2017 | 4.87% |
| 2016 | 3.01% |
| 2015 | 7.01% |
| 2014 | N/A |
| 2013 | N/A |
| 2012 | N/A |
$350
The statement of fees and other costs for a representative member who is fully invested in MySuper, who doesn’t incur any activity fees during the year and who has an account balance of $50,000 balance throughout that year. It excludes investment gains / losses on the $50,000 balance. Fees and costs reported are Administration Fees, Investment Fees and Costs, refer to the PDS and Additional Information Booklet for more information about Fees and Costs. Warning: the information in this dashboard follows specific statutory requirements and, for this reason, may not be identical to information disclosed in previous annual member statements or in Annual Reports.
1 The return target is calculated using a net return of a representative member. A representative member is a member who is fully invested in the investment option, who does not incur any activity fees during a year and who has an account balance of $50,000 throughout that year. Excludes: investment gains/losses on the $50,000 balance. Return is not the same as investment performance stated in disclosure or website. Legislation requires the Return to be calculated net of taxes, investment fees and costs, transaction costs and administration fees and costs for a member with a $50,000 balance.