Please note that investment returns shown above reflect adjustments made late 2015.
Investment performance is calculated monthly for each investment option, based on the returns achieved by the underlying investments of the particular option. These returns are net of investment fees and the indirect cost ratio only and do not reflect the administration fees.
Three month figures expressed above are based on the cumulative monthly performance over the past three full calendar months.
Financial Year To Date (FYTD) figures are based on cumulative monthly returns since 1 July in the current financial year. A FYTD figure will only be shown for options where investments were made before 1 July of the current financial year.
Annualised figures are based on the cumulative monthly returns since the commencement of the option, adjusted to reflect the average per year performance over the life of the option. Historical returns before 1 July 2008 are based on former Print Super investment returns. Annualised returns for each option that commenced after 1 July 2014 will be unavailable until a full 12 month return period has elapsed since investments were made in the option.
Investment returns are not guaranteed and past performance gives no indication of future returns.
Your individual rate of return for each financial year depends on factors including the timing of transactions, any investment switches you have made and the actual mix of options that make up your account. Please refer to your statement for earnings applicable to your account.