Harwood Superannuation Fund Allocated Pension (Division Four)
You should be aware that past net earning rates are not necessarily an indicator of future net earning rates. |
Net earning rates (last 4 quarters)
Annual net earning rates for the last 5 years
Please note that the strategic asset allocation has changed from time to time over the past five years, and in particular, following the transition to the implemented consulting arrangement.
You should refer to the Allocated pension/Transition to Retirement Allocated pension Product Disclosure Statement for information on the strategic asset allocation.
Net earning rates (last 4 quarters)
All rates are expressed on a percent per quarter basis
|
OPTION |
31 Mar 2011 |
30 Jun 2011 |
30 Sep 2011 |
31 Dec 2011 |
|
High Growth Pension Option |
3.00% |
-1.33% |
-10.21% |
2.84% |
|
Moderate Growth Pension Option |
2.81% |
-0.48% |
-7.52% |
2.74% |
|
Lower Growth Pension Option |
2.62% |
0.29% |
-4.90% |
2.38% |
|
Protected Pension Option |
1.21% |
1.18% |
1.20% |
1.15% |
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Annual net earning rates for the last 5 years
All rates are expressed on a percent per annum basis
|
OPTION |
30 June ‘07 |
30 June ‘08 |
30 June ‘09 |
30 June ‘10 |
30 June ‘11 |
|
High Growth Pension Option |
20.74% |
-14.99% |
-15.80% |
13.93% |
12.33% |
|
Moderate Growth Pension Option |
16.66% |
-11.54% |
-12.87% |
14.30% |
11.40% |
|
Lower Growth Pension Option |
10.65% |
-6.46% |
-7.32% |
13.52% |
10.04% |
|
Protected Pension Option |
6.02% |
5.19% |
5.32% |
3.88% |
4.87% |
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Net earning rates – 3 and 5 year compound averages
|
|
3 year compound average to 30 June 2011 |
5 year compound average to 30 June 2011 |
|
|
% p.a. |
% p.a. |
|
High Growth Pension Option |
2.52 |
2.03 |
|
Moderate Growth Pension Option |
3.52 |
2.74 |
|
Lower Growth Pension Option |
5.00 |
3.68 |
|
Protected Pension Option |
4.69 |
5.05 |
|
Inflation Rate (CPI) |
2.73 |
2.95 |
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