Customer Monitoring

2021 Q1 smartMonday investment update



Source: Factset, March 2021. Depicts world market index returns in A$ inclusive of dividends.




Super Option performance as at 31 March 2021 1 Year %^ 3 years p.a. %^ 5 years p.a. %^
MySuper age 45 24.5 9.4 10.1
Peer group median 18.7 7.3 8.3
High Growth - Index 32.2 10.3 10.5
Peer group median 28.6 9.5 10.2
Growth - Index 27.5 9.4 9.4
Peer group median 24.3 8.3 9.3
Balanced Growth - Index 22.1 8.3 8.2
Peer group median 19.3 7.2 8.1
Moderate - Index 8.6 4.7 4.4
Peer group median 7.9 4.2 4.6
Defensive - Index 4.1 2.3 2.0
Peer group median 3.6 1.9 2.2
Data Source: SuperRatings Accumulation Fund Crediting Rate Survey. The “Peer Group Median” reflects the SuperRatings category that the Option appears in.
^Annualised and shown net of investment fees and taxes. Past performance is not a guide to future performance.