Performance to June 2011


Performance to June 2011

Net Earnings*
Life Stage Tracker® - Balanced 1 Year (% p.a.) 3 Year compound average (% p.a.) 5 Year compound average (% p.a.) Compound average
since inception^
(% p.a.)
Under 40s
(85% growth)
9.92 0.75 1.49 3.44
40s mix
(70% growth)
8.82 1.82 2.23 3.74
50s mix
(50% growth)
7.31 3.33 3.29 4.22
Over 60s
(20% growth)
5.55 5.08 4.69 4.77
Net Earnings*
Life Stage Tracker® - Aggressive 1 Year (% p.a.) 3 Year compound average (% p.a.) 5 Year compound average (% p.a.) Compound average
since inception^
(% p.a.)
Under 40s
(100% growth)
11.10 -0.17 1.12 3.53
40s mix
(85% growth)
9.92 0.75 1.49 3.44
50s mix
(70% growth)
8.82 1.82 2.23 3.74
Over 60s
(50% growth)
7.31 3.33 3.29 4.22
Net Earnings*
Select Your Own Portfolios 1 Year (% p.a.) 3 Year compound average (% p.a.) 5 Year compound average (% p.a.) Compound average
since inception^
(% p.a.)
Australian Equities 10.82 0.33 2.36 4.92
International Equities 11.87 -1.08 -1.20 0.82
Listed Property 4.70 -7.27 -7.87 -4.96
Cash & Fixed Interest 4.53 5.93 5.54 5.07

Source: Marsh Mercer Kroll, 30 June 2011. 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. The run down on 2010/2011
  2. The run down on 2010/2011 cont’d
  3. How your super is invested
  4. Important info on investment options
  5. 2010/11 market review
  6. 2010/11 market review cont’d
  7. More investment information
  8. Performance to June 2011
  9. Key fund information
  10. Virgin Super’s financials