Allocated Pension

The Allocated Pension has been developed to enable you to manage your income stream in retirement by determining the frequency and amount of pension payments (subject to Government Regulations) that best suit your personal needs.

Performance tables and graphs appearing here are for the State Super Allocated Pension Fund.

Please note: applications may not be made using the forms included in the PDSs displayed on this website. If you would like to invest in this product, please select the link below, and we will mail a copy of the PDS to you.

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Allocated Pension Fund

Periods ended 30 November 2008

Fund 6 Months 1 Year 3 Years 5 Years
Cash 3.3% 6.6% 5.7% 5.3%
Capital Stable -1.5% -2.5% 3.5% 5.5%
Balanced -19.6% -23.4% -2.3% 3.9%
Growth -27.1% -32.3% -5.0% 3.1%

Except for the six-month returns, all returns have been annualised. Investment returns have been calculated after deducting fees, expenses and tax payable from the Funds, and reflect the movement of unit prices over the period.

Allocated Pension - Total Growth of $10,000

This graph measures the performance of all the Funds since inception of the Growth Fund. The Cash, Capital Stable and Balanced Funds commenced in January 1994.

June 1997 to November 2008