Investment Performance

The NSF Super team focus on delivering consistent long-term returns on the super savings of our members. The returns on investment options are applied each year and can be positive or negative, depending on the performance of the funds within your selected option(s) and other market factors.

The tables and graphs below show you our latest investment returns and historical performance.

As with all investments, you should keep in mind that past performance is no indication or future performance or earnings.

Employer Sponsored Members – Please note that prior to 1 September 2013, the NSF MySuper investment option was known as the NSF Diversified investment option.

Investment earnings are calculated and allocated to members accounts on a yearly basis, effective as at 30 June each year.

NSF Super

Investment Option  2016 2015
2014 2013 2012 2011
NSF MySuper 4.23% 8.40% 11.30% 12.33% -1.96% 7.04%
NSF High Growth 3.94% 8.88% 14.16% 15.83% -4.62% 5.81%
NSF SRI/Ethical 4.87% 7.40% 11.63% 13.63% -0.47% 9.40%
NSF Prudent 4.13% 5.12% 7.73% 7.42% 0.64% 7.49%
NSF Cash 1.49% 1.60% 1.90% 2.57% 3.67% 3.84%

At 30 June. Net of tax and indirect management costs.

NSF Super Pension

Investment Option 2016 2015 2014 2013 2012
NSF Diversified 5.87% 8.44% 12.54% 14.55% -1.17%
NSF High Growth 4.94% 10.32% 15.60% 18.80% -4.29%
NSF SRI/Ethical 5.76% 8.58% 13.58% 16.13% -0.24%
NSF Prudent 4.97% 6.20% 8.29% 8.76% 1.32%
NSF Cash 1.82% 1.98% 2.21% 3.03% 4.59%

At 30 June. Net of tax and indirect management costs.

To 30 June 2016

NSF Super

Investment Option 3 year p.a. 5 year p.a. 7 year p.a. 10 year p.a. Since inception p.a.
NSF MySuper 7.94% 6.73% 7.41% 3.63% 7.82%(July 1987)
NSF High Growth 8.91% 7.38% 7.98% 3.68% 6.62%(July 2003)
NSF SRI/Ethical 7.93% 7.29% 8.87% 4.72% 6.06%(May 2005)
NSF Prudent 5.65% 4.98% 6.14% 3.17% 4.36%(July 2003)
NSF Cash 1.66% 2.24% 2.63% 3.35% 3.45%(July 2003)

Compound annualised returns to 30 June 2016. Net of tax and indirect management costs.

NSF Super Pension

Investment Option 3 year p.a. 5 year p.a. 7 year p.a. 10 year p.a. Since inception (July 2011) p.a.
NSF Diversified 8.92% 7.90% 7.90%
NSF High Growth 10.20% 8.76% 8.76%
NSF SRI/Ethical 9.26% 8.61% 8.61%
NSF Prudent 6.48% 5.87% 5.87%
NSF Cash 2.00% 2.72% 2.72%

Compound annualised returns to 30 June 2016. Net of tax and indirect management costs.

The interim rate of earnings will be applied to any withdrawals or investment switches. The interim rate is determined by the Trustee on a regular basis and is calculated based on net returns to date after allowing for an estimate of tax and expenses.

Financial Year 2016/17

Investment Option NSF SUPER Financial year to date NSF SUPER PENSION Financial year to date
NSF MySuper* / NSF Diversified 7.60% 8.38%
NSF High Growth 9.51% 10.57%
NSF SRI/Ethical 7.76% 8.30%
NSF Prudent 3.00% 3.54%
NSF Cash 0.81% 0.99%

As at 15 February 2017. Net of tax and indirect management costs.

Past performance is no indication of future performance.

*Prior to 1 September 2013, the NSF MySuper option (Employer Sponsored Division only) was known as the NSF Diversified option