Pension fund performance: Conservative category (21–40%)

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On this page you can find the quartile performance and quartile rankings for pension fund investment options in the Conservative category over eight timeframes to 31 March 2020.

Chant West’s Conservative category includes investment options with 21–40% growth assets, such as shares and property, with the balance in more conservative assets such as bonds. Learn more about growth assets and choosing an investment option.

What is a quartile?

Quartiles divide a range of data points into four roughly equal groups. In this case, the 38 pension fund investment options in Chant West’s Conservative category are divided into four groups of nine to ten investment options according to their performance over periods from 3 months to 15 years.

The top 25% of investment options ranked by performance are in Quartile 1 for each period, the next 25% are in Quartile 2, the following 25% are in Quartile 3 and the bottom 25% are in Quartile 4.

The first table below gives the median performance of investment options in the top and bottom quartiles, along with the median investment option’s performance. The median investment option is the one that appears halfway down the rankings. The second table shows the quartile ranking for each investment option.

How do I filter or sort the results?

You can filter using the blue buttons in each column.

You can sort by clicking the arrows in each column.

Important

Past performance is not necessarily a guide to future performance. The returns that super funds achieve will change over time and readers should continue to monitor their super’s performance.

This information is factual information only, provided by Chant West, and SuperGuide doesn’t warrant the accuracy of Chant West’s information. All information on SuperGuide is general in nature only and does not take into account your personal objectives, financial situation or needs. You should consider whether any information on SuperGuide is appropriate to you before acting on it. If SuperGuide refers to a financial product you should obtain the relevant product disclosure statement (PDS) or seek personal financial advice before making any investment decisions.

Conservative category: Quartile performance

The table below shows the quartile performance for the top and bottom quartiles, and for the median investment option in the Conservative category.

Quartile% of growth assets3 mthsFYTD1 yr3 yrs (per yr)5 yrs (per yr)7 yrs (per yr)10 yrs (per yr)15 yrs (per yr)
Upper Quartile36.3-3.5%-1.3%1.3%4.5%4.5%5.8%6.4%6.4%
Median32.5-5.1%-2.4%0.1%3.9%4.2%5.5%5.9%6.0%
Lower Quartile30.0-6.1%-3.4%-0.9%2.9%3.4%5.0%5.5%5.6%

Conservative category: Quartile rankings for periods to 31 March 2020

The table below shows the quartile performance rankings for pension fund investment options in the Conservative category.

Quartile rankings are based on performance that is net of investment fees. N/A or 0 means not available for that time period.

Learn more about comparing super funds in the following SuperGuide articles:

© Chant West Pty Limited (ABN 75 077 595 316) 2020. The data provided by Chant West is based on information supplied by third parties.  While such information is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such information. Past performance is not a reliable indicator of future performance. Any ratings that form part of the data provided by Chant West are subjective ratings only.

The data provided by Chant West does not contain all of the information that is required in order to evaluate the nominated service providers, and you are responsible for obtaining such further information.

The data provided by Chant West does not constitute financial product advice. However to the extent that this data may be considered to be general financial product advice, Chant West warns that: (a) Chant West has not considered any individual person’s objectives, financial situation or particular needs; (b) individuals need to consider whether the advice is appropriate in light of their goals, objectives and current situation; and (c) individuals should obtain a product disclosure statement from the relevant fund provider before making any decision about whether to acquire a financial product from that fund provider.  A Financial Services Guide has been made available by Chant West through its website at www.chantwest.com.au/financial-services-guide.