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Investments

Account type:
  
 
 
  
QSuper Balanced (Default)
QSuper Moderate
QSuper Socially Responsible
QSuper Indexed Mix
QSuper Aggressive
Cash
Diversified Bonds
International Shares
Australian Shares
Unit prices and FYTD returns
as at 20 May 2013
Investment returns
As at 31 March 2013
  Risk profile & fees Asset allocation3
as at 31 March 2013
  Financial
year to date1
Unit
prices
1 year1 3 years p.a.1 5 years p.a.1 Graph Risk level Investment
timeframe
Management fee 2 Cash Fixed
interest
Property Australian
shares
International
shares
Alternative
assets
Infra-
structure
Share
holdings
QSuper Balanced (Default) 12.77% 2.7068 10.94% 6.83% 4.43% Returns graph Medium 5+ years 0.71% p.a. 19.0% 23.4% 7.3% 13.7% 19.3% 10.9% 6.4% Shareholdings
QSuper Moderate 8.65% 2.3135 7.55% 5.51% 4.53% Returns graph Low to medium 3+ years 0.48% p.a. 55.6% 8.7% 3.7% 12.7% 10.7% 5.5% 3.2% Shareholdings
QSuper Socially Responsible 19.56% 2.5170 11.23% 4.96% 3.45% Returns graph High 5+ years 0.94% p.a. 7.1% 21.3% 10.5% 32.8% 26.0% 2.4% -  
QSuper Indexed Mix 19.01% 1.3230 12.59% 7.12% 5.20% Returns graph Medium to high 5+ years 0.44% p.a. 8.6% 24.9% 7.3% 34.5% 24.7% - - Shareholdings
QSuper Aggressive 18.64% 2.1564 12.19% 7.20% 3.04% Returns graph High 10+ years 0.76% p.a. 8.5% 5.2% 7.4% 20.3% 37.4% 11.6% 9.6% Shareholdings
Cash 2.30% 2.0137 2.80% 3.55% 3.83% Returns graph Very low less than 1 year 0.29% p.a. 100% - - - - - -  
Diversified Bonds 7.25% 2.5844 8.33% 6.94% 8.30% Returns graph Low 3+ years 0.44% p.a. - 100% - - - - -  
International Shares 27.81% 2.0181 14.30% 9.64% 2.75% Returns graph High 10+ years 0.29% p.a. 1.2% - - - 98.8% - - Shareholdings
Australian Shares 28.95% 2.4730 17.50% 4.95% 3.76% Returns graph Very high 10+ years 0.29% p.a. - - - 100% - - - Shareholdings

Investment market updates

Weekly finance report

Monday, 20 May 2013

The Federal Budget dominated news last week with a larger-than-expected deficit for this financial year and a surplus not expected until 2016-2017, indicating that the economy remains weak. Market...

Economic overview

For the quarter ending December 2012

Global economic conditions improved slightly over the December quarter compared to earlier in the year. Asset prices in advanced economies benefitted from further easing of monetary policy and the belief that some risks to the global economy had waned. In particular, new policies were aimed at tackling the Euro area crisis and various data suggested growth in the Chinese economy had stabilised. Read more.

Financial market overview

For the quarter ending December 2012

Following a number of policy measures announced in the second half of the year, investors now seem more confident that high government and household debts can be managed. This renewed confidence produced solid returns on most asset classes over the December quarter, led by equities which tend to be quite exposed to the economic cycle. Read more.

Past performance is not a reliable indicator of future performance.

Each of our options has a different objective, risk profile, and asset allocation. Visit our Investment options section for more detailed information.

Changes to inflation, fees, asset allocations, option objectives, and risk, play a significant part in the return of any investment option.

On 1 July 2006 alternative investments were introduced into the QSuper Balanced (Default), QSuper Moderate, and QSuper Aggressive options.

On 19 August 2010 QSuper renamed six of its nine investment options. View the previous names.

Performance history is available from the following dates:
February 1998 - QSuper Moderate and QSuper Balanced (Default)
July 2000 - Cash and QSuper Aggressive
January 2005 - Australian Shares, International Shares, QSuper Socially Responsible, and Diversified Bonds
February 2008 - QSuper Indexed Mix

In the event QSuper suspends unit prices on any or all investment options, QSuper may temporarily suspend transaction processing until unit prices are released.

1. For periods of one year or less, the return is net of fees and tax. For periods greater than one year, the return is a compound annualised return, net of fees and tax.

2. Estimated management fee for the 2012/2013 financial year, as at 1 January 2013.

3. Actual asset allocation as at the specified date. QSuper has the flexibility to invest within a predetermined range. These figures have been rounded for member reporting purposes.