Suncorp WealthSmart Business Super – top tier performer

Suncorp Lifestage Fund Records Top Quartile Performance

According to independent research house, SuperRatings, Suncorp’s Lifestage Fund 1970 to 1974 has been ranked the second best performing MySuper investment option over both the quarter and financial year to 31 January 2015*.

The Suncorp Lifestage Fund 1970 to 1974 has been used by SuperRatings to benchmark our performance against other MySuper funds with a 60-76% allocation to growth assets (e.g. shares and property) which can be compared to other superannuation providers.

The Suncorp Lifestage Fund 1970-74 was the top performing investment option in the SuperRatings MySuper index during January 2015 and surpassed the median by more than 2% for the financial year.  

Remember, past performance is not an indicator of future performance and superannuation is a long-term investment and despite the performance history of most MySuper options being relatively short, it’s great to receive this recognition from SuperRatings. This great result encourages us to continue to deliver innovative investment solutions to help our members reach their financial goals.

How have your investments performed?

To see your super fund’s performance figures, find the Suncorp Lifestage Fund for the year you were born in the table below.

For example, if you were born in 1986 and you left it to us to decide where to invest your money when you joined Everyday Super, you’re in the1985-89 Suncorp Lifestage Fund.

Find out how your fund performed

Suncorp Lifestage Fund performance as at 31 January 2015^

Suncorp Lifestage Fund (your year of birth)

Inception date (i.e. when the fund began)

Fund performance since inception (%)

Fund one-year Performance to 21 January 2015 (%)

1934 or earlier

9 April 2013

6.89%

7.36%

1935-39

15 Aug 2013

6.53%

6.97%

1940-44

4 Feb 2013

6.44%

6.84%

1945-49

16 Jan 2013

6.75%

7.22%

1950-54

31 Dec 2012

7.15%

7.72%

1955-59

11 Dec 2012

7.83%

8.56%

1960-64

16 Jan 2013

8.79%

9.76%

1965-69

24 Dec 2012

9.98%

11.30%

1970-74

8 Jan 2013

11.13%

12.80%

1975-79

21 Jan 2013

11.98%

13.93%

1980-84

18 Dec 2012

12.22%

14.25%

1985-89

21 Dec 2012

12.39%

14.48%

1990-94

9 Jan 2013

12.52%

14.68%

1995-99

18 Dec 2012

12.56%

14.75%

 

2. Single sector investment options

Single sector investment options’ performance as at 31 January 2015^

Investment option

Inception date (i.e. when the fund began)

Fund performance since inception (%)

Fund one-year Performance to 21 January 2015 (%)

Suncorp Cash Fund

13 May 2009

1.87%

1.11%

Suncorp Australian Shares Fund

17 Apr 2009

8.95%

9.95%

Suncorp Global Shares Fund

17 Apr 2009

9.09%

17.23%

Past performance is not an indicator of future performance. Figures are net of any tax, investment and administration fees.

 

3. Diversified investment options

Single sector investment options’ performance as at 31 January 2015^

Investment option

Inception date (i.e. when the fund began)

Fund performance since inception (%)

Fund one-year Performance to 21 January 2015 (%)

Suncorp Secure Portfolio

26 Nov 2004

2.28%

0.62%

Suncorp Conservative Portfolio

17 Apr 2009

5.05%

5.14%

Suncorp Balanced Portfolio

17 Apr 2009

6.66%

7.24%

Suncorp Growth Portfolio

17 Apr 2009

8.18%

9.09%

Suncorp High Growth Portfolio

17 Apr 2009

9.01%

10.50%

Past performance is not an indicator of future performance. Figures are net of any tax, investment and administration fees.

 

Like to learn more?

Go to your online account to see how your super has grown or go to our fund performance section on the Suncorp website.

Try our online super investment risk profiler

Try our retirement simulator to see if your super savings are on track

 

*Source: SuperRatings Fund Crediting Rate Survey, January 2015. SR50 MySuper Index. Suncorp Lifestage Fund 1970 to 1974.

^ We calculate investment performance using the withdrawal unit price for each investment option, in accordance with industry standards. Performance is calculated net of taxes and fees such as the investment fee and administration fees. However, we don’t take into account contributions taxes and any discretionary ongoing fees such as insurance fees and adviser service fees. 

Tags: Super