Returns quoted are net of fees and tax. In calculating historical return information for AustralianSuper we have combined return information from previous ARF and STA investment options. Where only one of the merging funds previously offered an equivalent to an option in the new product suite, the returns of that option have been used. Where both funds offered an equivalent option, the returns have been asset-weighted across both options on a monthly basis, as per industry best practice. Where data isn't available for one or both of the equivalent options, the monthly returns have been averaged. The same process has been used for calculating historical investment fees. Investment returns are not guaranteed as all investments carry some risk. Past performance gives no indication of future returns.
Benchmark
Balanced SR50 Balanced (60-76) Index
*The Balanced option is the default option until you reach 75. If at age 75 you haven't made an investment choice your account will be switched from the Balanced option to the Conservative Balanced option.