PSSap fund performance for February 2010

Welcome to the monthly update on your fund's investment performance.

ARIA's primary responsibility is the management and investment of the PSSap funds in the equitable and best interests of all members. ARIA approaches this task by setting an investment objective to maximise the real returns earned on investments subject to a tolerable level of short-term volatility.

Table 1: PSSap Option earning rates for periods ending February 2010

Option Earning rate *
1 month (%)
Trustee Choice 1.46
Conservative 0.54
Balanced 1.17
Aggressive 1.63
Cash 0.29
Government bonds 0.67
Australian shares 1.57
International shares (unhedged) 0.34
International shares 1.13
Property 0.79
Sustainable 2.71

* All earning rates are after fees and tax

 

Table 2: Historical fund earning rates (%)

Option 2005/06 2006/07 2007/08 2008/09 Financial year to date (%)
Trustee Choice 14.3 16.5 -2.0 -13.8

9.26
Conservative 7.7 9.1 0.8 -4.2

6.58
Balanced 10.2 12.2 0.6 -8.6

7.65
Aggressive 16.1 20.0 -5.2 -16.8

11.51
Cash 4.6 5.2 5.9 4.5

2.14
Government bonds 2.0 3.0 2.8 -2.2

4.31
Australian shares 22.3 25.8 -14.5 -14.6

20.82
International shares (unhedged) 17.8 11.4 -13.9 -19.5

6.59
International shares 15.5 21.5 -9.7 -30.5

12.21
Property 11.7 17.7 13.1 -1.8

-1.41
Sustainable 19.0 24.2 -12.1 -17.4

18.16

* All earning rates are after fees and tax