How we performed in 2008/09

We have prepared a special edition of our new online quarterly investment newsletter Review to let you know about our 2008/09 performance.

PSSap’s Trustee choice performed better than the median super fund (based on SuperRatings performance data) on a three-year rolling period and since its inception in 2005. Despite the poor investment returns in 2008/09, average annual returns since inception remain positive.

This newsletter covers what’s happened in the Australian and global economies, how the PSSap performed during this time and an outline of our investment strategies.

As I am sure you are aware, investment returns have been very poor over this financial year. The impact of the global financial crisis on economies was almost unprecedented, however in 2009, both the global banking sector and the global economy appear to have stablised.

Read our new online quarterly investment newsletter Review

Investment performance figures for 2008–09
Investment option Performance 2008/09
Trustee choice -13.8%
Conservative -4.2%
Balanced -8.6%
Aggressive -16.8%
Cash 4.5%
Government bonds -2.2%
Australian shares -14.6%
International shares (unhedged) -19.5%
International shares -30.5%
Property -1.8%
Sustainable -17.4%