Australian Ethical Superannuation has consistently produced industry-competitive financial returns.
Superannuation
|
To 31 January 2010 |
6 months |
1 year |
2 years |
3 years |
5 years |
10 years |
Since Inception |
|
Balanced Strategy |
2.87% |
7.46% |
-2.83% |
-2.58% |
1.93% |
5.55% |
5.82% |
|
Benchmark: Morningstar Balanced Neutral |
6.08% |
13.76% |
-3.16% |
-2.67% |
3.10% |
4.41% |
6.64% |
|
Alternate Benchmark: CPI + 5% |
4.11% |
6.76% |
8.25% |
7.94% |
8.16% |
8.33% |
7.93% |
|
Equities Strategy |
7.71% |
24.94% |
3.22% |
2.82% |
7.72% |
8.08% |
9.68% |
|
Benchmark: S&P/ASX Small Industrials |
12.73% |
44.76% |
-12.17% |
-12.18% |
-0.25% |
3.01% |
6.49% |
|
Alternate Benchmark: Melded Index |
9.97% |
26.80% |
-8.11% |
-8.80% |
1.53% |
2.60% |
7.11% |
|
Large Companies Share Strategy |
4.31% |
9.71% |
-5.55% |
-5.82% |
2.23% |
5.72% |
8.13% |
|
Benchmark: Melded Index |
9.05% |
21.64% |
-7.40% |
-7.98% |
2.39% |
3.20% |
6.12% |
|
Alternate Benchmark: S&P/ASX 200 Industrials |
13.22% |
35.57% |
-6.51% |
-6.60% |
3.80% |
6.39% |
8.23% |
|
Income Strategy |
1.98% |
4.03% |
3.53% |
3.63% |
3.77% |
3.87% |
3.65% |
|
Benchmark: Australian 90 Day Bank Bill |
1.91% |
3.53% |
5.20% |
5.78% |
5.87% |
5.62% |
5.56% |
|
Alternate Benchmark: CPI + 2% |
2.94% |
4.88% |
5.11% |
5.22% |
5.12% |
5.27% |
4.99% |
|
World Strategy |
-4.57% |
0.01% |
-12.52% |
|
|
|
-13.22% |
|
Benchmark: MSCI World Index (AUD) |
1.33% |
-1.33% |
-9.62% |
|
|
|
-11.96% |
Pension
|
To 31 January 2010 |
6 months |
1 year |
2 years |
3 years |
5 years |
10 years |
Since Inception |
|
Balanced Pension Strategy |
3.38% |
9.72% |
-3.27% |
-2.93% |
2.19% |
6.15% |
6.29% |
|
Benchmark: Morningstar Balanced Neutral |
6.08% |
13.76% |
-3.16% |
-2.67% |
3.10% |
4.41% |
6.64% |
|
Alternate Benchmark: CPI + 5% |
4.11% |
6.76% |
8.25% |
7.94% |
8.16% |
8.33% |
7.93% |
|
Equities Pension Strategy |
9.00% |
30.76% |
2.58% |
2.76% |
8.45% |
8.60% |
9.89% |
|
Benchmark: S&P/ASX Small Industrials |
12.73% |
44.76% |
-12.17% |
-12.18% |
-0.25% |
3.01% |
6.49% |
|
Alternate Benchmark: Melded Index |
9.97% |
26.80% |
-8.11% |
-8.80% |
1.53% |
2.60% |
7.11% |
|
Large Companies Share Pension Strategy |
5.36% |
12.99% |
-6.37% |
-6.62% |
2.32% |
5.58% |
7.01% |
|
Benchmark: Melded Index |
9.05% |
21.64% |
-7.40% |
-7.98% |
2.39% |
3.20% |
6.12% |
|
Alternate Benchmark: S&P/ASX 200 Industrials |
13.22% |
35.57% |
-6.51% |
-6.60% |
3.80% |
6.39% |
8.23% |
|
Income Pension Strategy |
2.43% |
4.88% |
4.33% |
4.37% |
4.63% |
4.98% |
4.82% |
|
Benchmark: Australian 90 Day Bank Bill |
1.91% |
3.53% |
5.20% |
5.78% |
5.87% |
5.62% |
5.56% |
|
Alternate Benchmark: CPI + 2% |
2.94% |
4.88% |
5.11% |
5.22% |
5.12% |
5.27% |
4.99% |
|
World Pension Strategy |
-5.29% |
0.23% |
-15.55% |
|
|
|
-15.38% |
|
Benchmark: MSCI World Index (AUD) |
1.33% |
-1.33% |
-9.62% |
|
|
|
-11.96% |
