Investment returns 2010/11
1 September 2011
TWUSUPER is pleased to announce another year of strong investment returns for members in 2010/11.
Overall, and in spite of significant volatility throughout the year in which investor sentiment often swung widely, the 2010/11 year posted similar attractive returns to those achieved in the previous financial year.
The investment performance of each TWUSUPER investment option was in the top performing 25% of over 120 surveyed funds for the year in the SelectingSuper survey.
The following table shows all TWUSUPER's investment option returns for the year compared to the SelectingSuper Index (median) and top quartile returns.
| 2010/11 % return |
| 10.48% |
| 10.20% |
| 8.50% |
| 9.52% |
| 9.00% |
| 7.50% |
| 5.27% |
| 4.70% |
| 4.20% |
Past performance is not a guarantee of future returns
To find out more about what happened in investment markets throughout the year, read our 2010/11 Investment market update.
Investment returns at a glance
TWUSUPER, Transuper and TransPersonal investment returns
These returns are net of tax, investment management fees and other costs.
| Equity Plus |
Balanced |
Cash Plus |
| 10.48% |
9.52% |
5.27% |
Past performance is not a guarantee of future returns.
Read more about investment markets in our 2010/11 Investment market update.
TransPension investment returns
The following investment returns are net of investment management fees and other costs. TransPension's investment returns are generally higher than TWUSUPER, Transuper and TransPersonal returns as TransPension income is not subject to tax.
| Equity Plus |
Balanced |
Cash Plus |
| 12.62% |
11.25% |
6.05% |
Past performance is not a guarantee of future returns.
Read more about investment markets in our 2010/11 Investment market update.