December 2016

Historical Returns to December 2016

Investments that have the potential for higher returns generally carry greater risk and higher rates of fluctuation. For example, ‘growth assets’ (shares, property etc) have been shown to produce greater returns long-term, although they fluctuate in value over short-term periods. Defensive assets (fixed interest, cash etc) are less likely to lose or gain value, but they do not offer the same rates of return as other, more riskier investment options do.

Christian Super calculates investment returns on a weekly basis, and you may switch between options at any time. Investment switches are generally processed within a week of receipt.

Monthly performance figures are calculated by Christian Super’s custodian, after receipt of information from a wide range of sources. They are generally available on or around the 18th of each month, and will be published here once they become available.

Of course you can always get up-to date performance information by contacting us.

Returns* to 31 December 2016
Option 1 Month Fin YTD 1 Year (%p.a.) 3 Year (%p.a.) 5 Year (%p.a.) 7 Year (%p.a.) 10 Year (%p.a.)
Ethical High Growth 2.87% 6.90% 7.68% 6.74% 12.31% 7.59% 3.67%
MyEhicalSuper^ 1.92% 4.89% 6.94% 6.15% 9.65% 6.90% 4.23%
Ethical Balanced 1.41% 3.59% 5.91% 5.53% 8.00% 6.17% 4.22%
Ethical Stable 1.03% 2.62% 4.95% 5.02% 6.74% 5.85% 4.46%
Ethical Cash 0.14% 0.92% 1.94% 2.23% 2.81% 3.30% 3.67%

 

Annual returns* (to 30 June) for the last ten years, along with 3 and 5 year average returns to 30 June 2016
Option 2015/16 2014/15 2013/14 2012/13 2011/12 2010/11 2009/10 2008/9 2007/8 2006/7 3 year (%p.a.) 5 year(%p.a.)
Ethical High Growth 0.44% 11.06% 15.67% 24.28% -3.75% 8.48% 9.78% -22.25% -13.4% 19.25% 9.06% 9.54%
MyEthicalSuper^ 2.65% 8.32% 11.7% 16.45% 1.03% 8.2% 7.71% -13.19% -7.53% 13.89% 7.56% 8.03%
Ethical Balanced 3.27% 6.83% 9.62% 12.78% 2.16% 7.52% 7.08% -9.72% -3.89% 12.1% 6.58% 6.93%
Ethical Stable 3.46% 5.98% 8.19% 9.74% 4.24% 7.01% 5.89% -4.73% -0.45% 8.87% 5.88% 6.32%
Ethical Cash 2.03% 2.4% 2.83% 3.65% 4.57% 4.58% 3.7% 4.07% 5.44% 4.96% 2.42% 3.1%

 

Returns* to 31 December 2016 for the Pension Options
Option 1 Month Fin YTD 1 Year (%p.a.) 3 Year (%p.a.) 5 Year (%p.a.) 7 Year (%p.a.) 10 Year (%p.a.)
Pension Ethical High Growth 3.27% 7.66% 8.55% 7.17% 13.03% 7.99% 3.61%
Pension Ethical Growth 2.20% 5.48% 7.74% 6.75% 10.56% 7.36% 4.23%
Pension Ethical Balanced 1.59% 3.98% 6.54% 6.04% 8.68% 6.72% 4.50%
Pension Ethical Stable 1.18% 2.94% 5.58% 5.62% 7.48% 6.51% 4.91%
Pension Ethical Cash 0.16% 1.07% 2.25% 2.59% 3.28% 3.85% n/a

 

Annual returns* (to 30 June) for the last ten years for the pension options, along with 3 and 5 year average returns to 30 June 2016
Option 2015/16 2014/15 2013/14 2012/13 2011/12 2010/11 2009/10 2008/9 2007/8 2006/7 3 year (%p.a.) 5 year(%p.a.)
Pension Ethical High Growth 0.53% 11.38% 16.79% 26.32% -4.98% 9.49% 11.06% -25.16% -14.9% 20.63% 9.57% 10.01%
Pension Ethical Growth 2.92% 8.98% 13.11% 18.85% -0.65% 8.69% 8.92% -17.1% -8.52% 16.38% 8.34% 8.64%
Pension Ethical Balanced 3.62% 7.37% 10.62% 14.19% 1.75% 8.46% 8.01% -11.32% -4.57% 13.4% 7.2% 7.51%
Pension Ethical Stable 3.93% 6.64% 9.16% 10.93% 4.38% 7.94% 6.75% -5.67% -0.65% 10.03% 6.57% 7.01%
Pension Ethical Cash 2.36% 2.8% 3.3% 4.25% 5.33% 5.38% 4.37% 4.83% 6.6% n/a 2.82% 3.61%

Footnotes

*Returns are shown after fees and taxes (not applicable for pension returns). Returns for other periods are available from our National Office.

^formerly Ethical Growth

View Historical returns here. Past performance should not be relied on as an indicator of future performance and does not guarantee such performance.