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Performance

Having a strong performing super fund could make all the difference come retirement. So we've made it easy for you to compare our great returns against the median returns from both industry and retail funds.

Don't forget that super offers you a good potential to grow your money over longer periods of time. So whilst share prices will rise and fall in the short term - sometimes in one day - over time you should see a positive return.


For performance of our LifeStage Tracker® investment option, select the age mix tab that's relevant to you.

Under 40's mix

40's mix

50's mix

60's mix

Investment fund 3mth % FYTD% 1Yr %
p.a.
3Yr %
p.a.
5Yr %
p.a.
10Yr %
p.a.
Virgin Super LifeStage Tracker®
Under 40's mix - Balanced^
3.31% 2.74% 2.74% 8.34% 8.15% 5.20%
Industry Fund Median* 2.93% 2.80% 2.80% 9.26% 8.95% 5.57%
Retail Fund Median* 2.35% 0.65% 0.65% 7.92% 7.67% 3.43%
Virgin Super LifeStage Tracker®
Under 40's mix - Aggressive^
3.25% 1.35% 1.35% 8.36% 8.06% 5.11%
Industry Fund Median* 3.42% 2.52% 2.52% 9.78% 8.85% 5.29%
Retail Fund Median* 2.70% -0.04% -0.04% 8.39% 8.07% 3.55%
Investment fund 3mth % FYTD% 1Yr %
p.a.
3Yr %
p.a.
5Yr %
p.a.
10Yr %
p.a.
Virgin Super LifeStage Tracker®
40's mix - Balanced^
3.17% 3.36% 3.36% 7.63% 7.55% 5.10%
Industry Fund Median* 2.79% 3.44% 3.44% 8.51% 8.28% 5.67%
Retail Fund Median* 2.33% 2.52% 2.52% 7.41% 7.10% 3.70%
Virgin Super LifeStage Tracker®
40's mix - Aggressive^
3.31% 2.74% 2.74% 8.34% 8.15% 5.20%
Industry Fund Median* 2.93% 2.80% 2.80% 9.26% 8.95% 5.57%
Retail Fund Median* 2.70% -0.04% -0.04% 8.39% 8.07% 3.55%
Investment fund 3mth % FYTD% 1Yr %
p.a.
3Yr %
p.a.
5Yr %
p.a.
10Yr %
p.a.
Virgin Super LifeStage Tracker®
50's mix - Balanced^
2.86% 4.11% 4.11% 6.56% 6.63% 4.91%
Industry Fund Median* 2.33% 3.34% 3.34% 6.89% 6.90% 5.36%
Retail Fund Median* 2.18% 2.29% 2.29% 5.99% 5.82% 3.92%
Virgin Super LifeStage Tracker®
50's mix - Aggressive^
3.17% 3.36% 3.36% 7.63% 7.55% 5.10%
Industry Fund Median* 2.76% 3.31% 3.31% 8.45% 8.20% 5.64%
Retail Fund Median* 2.33% 1.61% 1.61% 7.49% 7.16% 3.88%
Investment fund 3mth % FYTD% 1Yr %
p.a.
3Yr %
p.a.
5Yr %
p.a.
10Yr %
p.a.
Virgin Super LifeStage Tracker®
60's mix - Balanced^
2.35% 4.07% 4.07% 5.05% 5.15% 4.50%
Industry Fund Median* 2.05% 3.63% 3.63% 5.92% 6.22% 5.31%
Retail Fund Median* 1.76% 2.45% 2.45% 4.75% 4.97% 3.70%
Virgin Super LifeStage Tracker®
60's mix - Aggressive^
2.86% 4.11% 4.11% 6.56% 6.63% 4.91%
Industry Fund Median* 2.33% 3.34% 3.34% 6.89% 6.90% 5.36%
Retail Fund Median* 2.18% 2.29% 2.29% 5.99% 5.82% 3.92%

 


For performance information, choose the asset class that's relevant to you.

Australian
Shares
International
shares
Cash &
fixed interest
Listed
property
Investment fund 3mth % FYTD% 1Yr %
p.a.
3Yr %
p.a.
5Yr %
p.a.
10Yr %
p.a.
Australian shares^ 3.80% 2.30% 2.30% 6.96% 6.46% 4.86%
Industry Fund Median* 3.38% 2.52% 2.52% 8.16% 7.68% 5.45%
Retail Fund Median* 2.70% -0.74% -0.74% 7.07% 6.66% 4.69%
Investment fund 3mth % FYTD% 1Yr %
p.a.
3Yr %
p.a.
5Yr %
p.a.
10Yr %
p.a.
International shares^ 2.31% 0.04% 0.04% 10.72% 11.07% 5.48%
Industry Fund Median* 2.95% -2.31% -2.31% 10.94% 11.16% 4.37%
Retail Fund Median* 2.77% -2.29% -2.29% 11.65% 11.70% 2.98%
Investment fund 3mth % FYTD% 1Yr %
p.a.
3Yr %
p.a.
5Yr %
p.a.
10Yr %
p.a.
Cash & fixed interest^ 1.77% 4.10% 4.10% 3.80% 4.04% 4.37%
Industry Fund Median* 0.64% 2.07% 2.07% 2.68% 3.41% 3.97%
Retail Fund Median* 0.99% 2.29% 2.29% 2.96% 3.51% 4.00%
Investment fund 3mth % FYTD% 1Yr %
p.a.
3Yr %
p.a.
5Yr %
p.a.
10Yr %
p.a.
Listed property^ 7.43% 19.04% 19.04% 14.60% 14.14% 4.48%
Industry Fund Median* 2.51% 11.58% 11.58% 10.31% 9.11% 6.11%
Retail Fund Median* 7.57% 18.59% 18.59% 14.46% 13.99% 2.88%

 

We look at the sell price of each asset class (Australian Shares, International Shares, Listed Property and Cash & Fixed Interest) at the beginning and end of each quarter. The change in price is then shown as a percentage.

How is the median used to compare Virgin Super’s performance?
The median shows the benchmark for Retail and Industry superannuation funds.

Your individual performance may vary from the overall performance for two reasons:

  1. The unit price changes daily, and so investment performance depends on the day you've invested.
  2. You need to consider the impact of any additional contributions.

Units are the mechanism we use to work out how much your superannuation is worth.

When you invest in Virgin Super, you don’t buy actual assets - instead, the Trustee allocates you a number of units in the asset class or investment option your money goes into.

Your account balance is calculated by multiplying the number of units you have by the unit price (at any particular time). Your account balance may fluctuate from day to day as unit prices may change.

Each investment option has a different unit price, because they grow at different rates. Unit prices may fall as well as rise.

Unit Price =
the total value of assets in the investment option less relevant fees, costs & taxes / the number of units issued in the investment options

Unit prices are calculated daily, based on the latest available market price

Have a look at our quarterly market reports, to see how the broader markets have fared.

 

^ Virgin Super’s fund returns shown above are net earnings and are calculated after the deduction of applicable taxes and costs. The results are current as at 31 March 2016. These results are provided by Virgin Super Asset consultants, Atchison Consultants. It is very important to note that past performance is not indicative of future performance.

* The median results are provided by SuperRatings and are current as at 31 March 2016 as a benchmark only. Virgin Super has not verified its accuracy so we can’t guarantee that it is correct, and accept no liability for inaccuracies, errors or omissions.

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It is very important to note that superannuation is a generally long term investment and that past performance is not indicative of future performance.

 

* Automatic Death & TPD cover for Australian residents aged 15-64 with our default insurance offering. Conditions and Exclusions (such as pre-existing medical conditions) apply. See the Virgin Super Insurance Guide for more information.

 

^ The Virgin Super Plus Administration Fee rate percentage is tiered and decreases for balances greater than $25,000 and $250,000. Other fees & costs apply, see the Product Disclosure Statement for further information.

 

+ SuperRatings award reflects a funds' value for money, and is awarded based on a rating system of investment, fees and service. SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

 

This information is of a general nature only and does not take into account your personal financial situation, needs or objectives. As we don’t know your financial needs we can’t advise if Virgin Super will suit you. Please consider the Product Disclosure Statement and Financial Services Guide before making a decision about the product.

 

Prepared by Virgin Money Financial Services Pty Ltd ABN 51 113 285 395, AFSL 286869. Diversa Trustees Limited ABN 49 006 421 638, AFSL 235153 is Trustee for Virgin Superannuation ABN 88 436 608 094. Virgin Superannuation ABN 88 436 608 094.