INVESTMENTS
Great options for retirement
Club Plus Pension lets you choose from a number of investments depending on your investment strategy and retirement goals. The five great investment options are:
- Cash Option
- Conservative Option
- Balanced Option
- Growth Option
- Australian Share Option
You may spread your investments across as many of the five options as you wish, but if don’t make a choice, your pension will be automatically invested in the Balanced Option.
For more details on Investments, download the Club Plus Pension Booklet and Product Disclosure Statement or call 1800 204 194.
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Investment Option
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2007/ 2008
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2008/ 2009
|
3 year average^
|
YTD June 2009/2010* (12 months)
|
Estimated Interim Index Based Crediting Rates**
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July
|
YTD July
|
| Cash Option |
7.88
|
4.60
|
6.34
|
3.49
|
0.38
|
0.38
|
| Conservative Option |
0.60
|
-2.00
|
3.51
|
7.57
|
|
|
| Balanced Option |
-3.50
|
-11.80
|
1.39
|
10.07
|
|
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| Growth Option |
-9.98
|
-17.90
|
-2.12
|
10.58
|
|
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| Australian Shares Option |
-10.30
|
-17.30
|
0.35
|
13.38
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^To 30 June 2009 *Financial year to date from 1 July 2009. **Estimated interim rates are estimated but not declared rates.
Figures are net of fees, charges and taxes. Past performance is not a reliable indicator of future performance.
It is helpful to be aware of competitive investment returns. A comparison of returns from Pension default funds is provided by Selecting Super.