Key legislative updates.


Performance to June 2010

Net Earnings*
Life Stage Tracker® – Balanced 1 Year (% p.a.) 3 Year compound average (% p.a.) Compound average
since inception^ (% p.a.)
Under 40s (85% growth) 9.70 -6.40 2.19
40s mix (70% growth) 9.02 -4.24 2.76
50s mix (50% growth) 8.42 -1.18 3.61
Over 60s (20% growth) 6.99 3.41 4.61
Net Earnings*
Life Stage Tracker® – Aggressive 1 Year (% p.a.) 3 Year compound average (% p.a.) Compound average
since inception^
(% p.a.)
Under 40s (100% growth) 10.49 -8.11 2.08
40s mix (85% growth) 9.70 -6.40 2.19
50s mix (70% growth) 9.02 -4.24 2.76
Over 60s (50% growth) 8.42 -1.18 3.61
Net Earnings*
Select Your Own 1 Year (% p.a.) 3 Year compound average (% p.a.) Compound average
since inception^
(% p.a.)
Australian Equities 11.76 -7.23 3.78
International Equities 8.09 -9.78 -1.25
Listed Property 16.53 -19.89 -6.79
Cash & Fixed Interest 5.98 6.32 5.18

Source: Marsh Mercer Kroll, 30 June 2010. Past performance is not an indicator of future performance.

* Net earnings are calculated after the deduction of applicable taxes, fees and costs. Refer to the current Virgin Super PDS for more information about taxes, fees and costs.

^ “Since inception” means the earliest date that Virgin Super began investing into each investment portfolio. For Life Stage Tracker® options, the inception date is 4 July 2005, for Select Your Own options it is 5 July 2005.

 

In case you didn’t know.

Performance can go up and down and there’s no guarantee which way it will go. So you might get back less than what you first put in because of fluctuations in investment returns and the deduction of applicable taxes, fees and insurance premiums.

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Inside, the year that was.

  1. What's Virgin about our Super
  2. Smart changes in 2009/2010
  3. How to grow a healthy balance
  4. How your super is invested
  5. Important info on investment options
  6. 2009/10 market review
  7. More investment information
  8. Performance to June 2010
  9. Key fund information
  10. Virgin Super's financials