Performance to 30 June 2012

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.

Net Earnings*
LifeStage Tracker - Balanced® 1 year (% pa) 3 year compound average (% pa) 5 year compound average (% pa) Compound average since Inception^ (% pa)
Under 40s (85% growth) -1.36 5.95 -2.32 2.74
40s mix (70% growth) 0.86 6.16 -0.74 3.32
50s mix (50% growth) 3.65 6.44 1.43 4.13
Over 60s (20% growth) 6.74 6.42 4.50 5.05

Net Earnings*
LifeStage Tracker - Aggressive® 1 year (% pa) 3 year compound average (% pa) 5 year compound average (% pa) Compound average since Inception^ (% pa)
Under 40s (100% growth) -4.57 5.42 -3.83 2.33
40s mix (85% growth) -1.36 5.95 -2.32 2.74
50s mix (70% growth) 0.86 6.16 -0.74 3.32
Over 60s (50% growth) 3.65 6.44 1.43 4.13

Net Earnings*
Select Your Own Portfolios 1 year (% pa) 3 year compound average (% pa) 5 year compound average (% pa) Compound average since Inception^ (% pa)
Australian Shares -6.85 4.88 -3.80 3.15
International Shares -0.16 6.48 -3.89 0.67
Listed Property 8.89 9.93 -10.14 -3.10
Cash & Fixed Interest 8.61 6.36 6.41 5.57

Source: Atchison Consultants, 30 June 2012. 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 LifeStage Tracker® options, the inception date is 4 July 2005, for Select Your Own options it is 5 July 2005.

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Inside, the year that was.

  1. Why you and Virgin Super are good together
  2. How your super is invested
  3. Important info on investment options
  4. 2011/2012 Market Review
  5. More investment information
  6. Perfromance to 30 June 2012
  7. Key fund information
  8. Virgin Super's Financials