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Important: The information shown on this and other pages on this website is of a general nature only and is provided as a guide to help members understand their investment choices.  The information is not intended to be construed as investment, financial or taxation advice. Before making a choice, members should consider their own personal financial requirements and read the Product Disclosure Statement.
 
 
 
 

Investment earnings

Investment earnings are credited to members’ accounts at a rate declared by the Trustee as a 30 June, at the end of the annual review.

Members of Australian Enterprise Super are provided with investment earnings by way of interim crediting rates (used for benefit payments and account balance quotes) and declared crediting rates (at 30 June each year) for each investment option.

Crediting rates are set after taking into account the actual investment performance of the investment options, taxes and other investment related expenses, the cost of member benefit protection, the level of reserves and the likely future investment environment.  

Declared rates for each investment option

The declared rates for each investment option offered for the past 5 years (rounded to two (2) decimal places) are shown below.

Investment option
As at 30 June (%)
5 year Compound
Annualised Rate (%)

2007

2006

2005

2004

2003

Growth Maximiser

15.3

13.3

8.8

13

-5.5

8.7

Balanced Growth

13.6

11.2

9.2

11.3

-3.7

8.1

Security Focus

7.7

5.75

6.5

5.4

1.6

5.4

Cash

4.7

3.6

2.8

1.8

n/a

3.7*

*As this investment option has not been in existence for a full 5 years, this figure represents the compound annualised rate since inception.

 

     

     

  

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© 2007 Australian Enterprise Super

The information contained on this website is of a general nature only and does not take into account your personal objectives, situation or needs. Before making a decision about Australian Enterprise Super, you should consider your own requirements and the relevant Product Disclosure Statement. To obtain a copy, call us on 1800 555 024 or download it from this website.

Professional Associations Superannuation Limited (PASL) (ABN 14 056 917 303 RSE L0000352 AFSL 222590) as Trustee of Professional Associations Superannuation Fund (PASF) (ABN 78 984 178 687 RSE R1000429). Australian Enterprise Super is a Division of PASF.