When we came together with Health Super in 2012, our historical investment performance data was merged.

Here's where you'll find annual returns for First State Super and Health Super investment options at 30 June 2012.

Historical investment performance by fund

Historical returns for First State Super superannuation at 30 June 2012

The returns below are the historical returns for First State Super investment options at 30 June 2012. The returns shown here are not combined (weighted average) returns for the two funds.

Pre-mixed investment options to 30 June 2012 excluding merged returns
Year High Growth
%		 Diversified
%		 Diversified Socially Responsible
%		 Balanced
%		 Capital Guarded
%
2012 -1.7 0.2 - 1.9 3.4
2011 9 8 - 7 6.1
2010 8.1 7.5 - 7 6.4
2009 -12.6 -8.3 - -4 0.3
2008 -10.7 -6.8 - -3.3 0.5
2007 15.2 13.1 - 10.6 8.1
2006 18.6 15.1 - 11.6 8.2
2005 15.6 13.7 - 11.7 9.9
2004 16.6 13.4 - 10.4 7.5
2003 -2.1 1.2 - 3.7 5.6
2002 -8.4 -4.2 - -1.1 1.9
2001 5.4 6.3 - 6.8 7
2000 10.8 9.5 - 7.8 6.5
1999 11.6 10.1 - 8 5.9
1998 11.2 10 - 9.8 9.5
1997 23 20.6 - 18.2 15.7
1996 11 11.1 - 10.1 8.3
1995 8.1 8.6 - 10 9.5
1994 0 14.3 - 0 4.4
Single asset class investment options to 30 June 2012 excluding merged returns
Year Aust. Equities
%		 Aust. Equities Socially Responsible Investment
%		 Intl. Equities
%		 Property Aust. Fixed Interest
%		 Intl. Fixed Interest
%		 Cash
2012 -6.2 -7.7 -1.7 7.7 10.7 8.8 4
2011 12.1 10.8 6.1 6.5 4.9 4.7 4.3
2010 11.3 11.2 6.1 3.3 6.8 8.7 3.3
2009 -13.8 - -18.5 -16.4 9 5.7 4.6
2008 -10.7 - -17.1 -11.8 3.5 6.4 6.2
2007 - - - - - - 5.4
2006 - - - - - - 4.8
2005 - - - - - - 4.9
2004 - - - - - - 4.2
2003 - - - - - - 4.8
2002 - - - - - - 5.6
2001 - - - - - - 5.6
2000 - - - - - - 5.2
1999 - - - - - - 4.4
1998 - - - - - - 4.5
1997 - - - - - - 6.1
1996 - - - - - - 6.5
1995 - - - - - - 6.4
1994 - - - - - - 4.6

The investment returns for superannuation are calculated after allowing for income tax on investment income, and investment management expenses but before the deduction of administration fees from members' account balances. Neither the investments nor payments of capital to members are guaranteed by the Trustee. It is important to remember that past performance is no indicator or guarantee of future performance. The value of investments can rise or fall. Past performance information is not available prior to the date an investment option was introduced.

Historical returns for Health Super accumulation at 30 June 2012

The returns below are the historical returns for Health Super investment options at 30 June 2012. The returns shown here are not combined (weighted average) returns for the two funds.

Standard investment options to 30 June 2012 excluding merged returns
Year Long-Term Growth
%		 Medium-Term Growth
%		 Balanced
%		 Short-Term Conservative
%		 Stopover
%
2012 1.2 3.3 4.8 5.2 3.9
2011 14.1 12.5 10.6 8.6 4.7
2010 11.3 10.9 10.6 8.9 3.6
2009 -14.4 -9.9 -6.2 -2.1 4.7
2008 -8.1 -4.9 -1.5 1.8 6.4
2007 17.9 14.3 10.8 7.7 5.2
2006 17.1 13.8 10 6.5 5.1
2005 15.5 14.2 12.5 10.5 5.7
2004 14 11 8.3 6.2 5.2
2003 -3 -1 - 2.5 4.6
2002 -7.2 -4.9 - -1.3 4.8
2001 2.1 3.1 - 4 5.5
2000 16.7 14.8 - 11.7 5.4
1999 11.8 10 - 7.5 4.7
Socially responsible investment options to 30 June 2012 excluding merged returns
  Long-Term Growth
%		 Medium-Term Growth
%		 Balanced
%		 Short-Term Conservative
%
2012 -0.1 2.3 4.2 5.3
2011 10.4 9.9 8.9 7.6
2010 10.7 10.5 10.3 8.8
2009 -8 -5.4 -3.1 -0.5
2008 -10.2 -6.4 -2.6 1.1
2007 14 11.6 8.9 6.7
2006 15.1 12.4 9.1 6
2005 10 10.3 9.8 8.9
2004 11.5 9.2 7.1 5.5

The investment returns for accumulation are calculated after allowing for income tax on investment income, and investment management expenses but before the deduction of administration fees from members' account balances. Neither the investments nor payments of capital to members are guaranteed by the Trustee. It is important to remember that past performance is no indicator or guarantee of future performance. The value of investments can rise or fall. Past performance information is not available prior to the date an investment option was introduced.

Historical returns for First State Super Income Stream at 30 June 2012

The returns below are the historical returns for First State Super investment options at 30 June 2012. The returns shown here are not combined (weighted average) returns for the two funds.

Pre-mixed investment options to 30 June 2012 excluding merged returns
Year High Growth
%		 Diversified
%		 Diversified Socially Responsible
&		 Balanced
%		 Capital Guarded
%
2012 -2 0.4 - 2.4 4
2011 10.1 9.2 - 8.1 7
2010 9.8 9.2 - 8.4 7.7
2009 -13.7 -9.2 - -4.5 0.4
2008 -11.8 -7.5 - -3.6 0.6
Single asset class investment options to 30 June 2012 excluding merged returns
Year Aust. Equities
%		 Aust. Equities Socially Responsible Investment
%		 Inter-national Equities
%		 Property
%		 Aust. Fixed Interest
%		 Inter-national Fixed Interest
%		 Cash
%
2012 -6.9 -8.1 -1.4 8.5 12.5 10.8 4.7
2011 13.6 10.8 7.2 7.6 5.6 6.1 5.1
2010 14.3 12.1 8 4.1 8 10.3 3.9
2009 -14.6 - -20.2 -19.2 10.7 7.2 5.4
2008 -11.8 - -19.1 -13.2 4.1 7.5 7.3

The investment returns for income stream are calculated after allowing for investment management expenses but before the deduction of administration fees from members' account balances. Investment earnings in relation to income streams are tax free. Neither the investments nor payments of capital to members are guaranteed by the Trustee. It is important to remember that past performance is no indicator or guarantee of future performance. The value of investments can rise or fall. Past performance information is not available prior to the date an investment option was introduced.

Historical returns for Health Super account based pension at 30 June 2012

The returns below are the historical returns for Health Super investment options at 30 June 2012. The returns shown here are not combined (weighted average) returns for the two funds.

Standard investment options to 30 June 2012 excluding merged returns
Year Long-Term Growth
%		 Medium-Term Growth
%		 Balanced
%		 Short-Term Conservative
%		 Stopover
%
2012 0.6 3.5 5.3 6 4.9
2011 16.2 14.4 12.3 10 5.5
2010 13.1 12.6 12.3 10.4 4.4
2009 -15.8 -10.8 -6.7 -2 5.5
2008 -8.3 -4.7 -1.1 2.6 7.7
2007 20.4 16.4 12.3 8.9 6.4
2006 19.4 15.8 11.6 7.7 5.7
2005 17.6 16.2 14.2 11.9 6.4
2004 15.7 12.4 10 8.2 5.8
2003 -3.2 -0.9 - 3.1 5.6
2002 -7.7 -5.1 - -1.1 5.6
2001 2.5 3.6 - 4.7 6.4
2000 18.7 16.8 - 13.4 6.3
Socially responsible investment options to 30 June 2012 excluding merged returns
Year Long-Term Growth
%		 Medium-Term Growth
%		 Balanced
%		 Short-Term Conservative
%
2012 -1.5 1.3 3.9 5.4
2011 12.5 11.9 10.6 9
2010 11.6 11.5 11.6 10.1
2009 -8.2 -5.4 -2.9 -0.1
2008 -11.2 -7 -2.7 1.6
2007 16.2 13.4 10.4 7.8
2006 17.1 14.2 10.5 7.1
2005 11.3 11.7 11.2 10.2
2004 12.9 10.3 8.6 7.8

The investment returns for account based pension are calculated after allowing for investment management expenses but before the deduction of administration fees from members' account balances. Investment earnings in relation to income streams are tax free. Neither the investments nor payments of capital to members are guaranteed by the Trustee. It is important to remember that past performance is no indicator or guarantee of future performance. The value of investments can rise or fall. Past performance information is not available prior to the date an investment option was introduced.

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