Personal Retirement Plan
The State Super Personal Retirement Plan is a superannuation product designed for investors who wish to:
- make regular or adhoc contributions to a superannuation fund;
- have superannuation contributions made on their behalf by their spouse;
- maintain a superannuation interest in a concessionally taxed environment, with no entry or exit fees and no switching fees;
- have access to the investment skills of experienced investment managers.
Fund Performance Period ended 30 April 2013
| Investment Options | 6 Months | 1 Year | 3 Years | 5 Years | 7 Years |
|---|---|---|---|---|---|
| Cash | 1.1% | 2.3% | 3.1% | 3.3% | 3.7% |
| Fixed Interest | 2.0% | 6.3% | - | - | - |
| Capital Stable | 2.7% | 6.1% | 4.8% | 4.4% | 4.2% |
| Moderate | 5.2% | 9.0% | - | - | - |
| Balanced | 8.2% | 12.4% | 6.5% | 3.8% | 3.7% |
| Growth | 13.5% | 18.4% | 7.8% | 3.2% | 3.2% |
| Growth Plus | 14.5% | 18.6% | - | - | - |
| Australian Equities | 16.0% | 21.1% | - | - | - |
| International Equities | 13.3% | 15.7% | - | - | - |
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.
The following funds commenced in July 2011: Fixed Interest, Moderate, Growth Plus, Australian Equities and International Equities. Performance data will be published as it becomes available.
Performance Chart Period ended 30 April 2013
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1800 620 305 |
