Invest­ments

Investment Performance

The table below shows the past performance of all the mobiSuper investment options.
Performance as at 30 June 2022 – Total returns
Investment option1 month returns3 month returns1 year returns2 year returns3 year returns5 year returnsInvestment performance since inceptionInvestment option start date
Cash
-0.02%
-0.08%
-0.47%
-0.55%
-0.40%
-0.21%
-0.21%
09/12/16
Conservative
-3.16%
-5.19%
-6.21%
-1.44%
-1.42%
0.35%
0.46%
23/12/16
Balanced
-5.34%
-8.57%
-8.42%
1.39%
0.20%
2.78%
2.97%
09/12/16
Growth
-6.18%
-9.63%
-8.10%
3.69%
1.62%
4.44%
4.63%
09/12/16
Green
-5.34%
-9.00%
-11.08%
0.95%
-2.32%
1.17%
1.68%
09/12/16
True Blue
-6.52%
-9.51%
-7.73%
3.12%
n/a
n/a
-0.28%
26/07/19
Returns are after percentage based administration fees, investment fees, and taxes have been taken out, but before flat dollar administration fees have been deducted. Returns for periods of greater than one year are on a per annum compound basis.
Investment returns are historical and past performance is not indicative of future performance. Return of capital and the performance of your investment is not guaranteed.

Investment Options

Cash

Cash Strategic Asset Allocation
Australian shares (0%)
International shares (0%)
Australian property (0%)
International property (0%)
Global infrastructure (0%)
Cash (100%)
Fixed income (0%)
Return objective:
To achieve CPI over rolling 1-year periods.
Investor horizon:
0-2 years

Conservative

Cash Strategic Asset Allocation
Australian shares (10%)
International shares (11%)
Australian property (3%)
International property (3%)
Global infrastructure (3%)
Cash (20%)
Fixed income (50%)
Return objective:
To outperform CPI + 1.0% over rolling 10-year periods
Investor horizon:
5 years

Balanced

Balanced Strategic Asset Allocation
Australian shares (32%)
International shares (30%)
Australian property (2%)
International property (3%)
Global infrastructure (3%)
Cash (5%)
Fixed income (25%)
Return objective:
To outperform CPI + 2.5% over rolling 10-year periods.
Investor horizon:
5-7 years

Growth

Growth Strategic Asset Allocation
Australian shares (40%)
International shares (41%)
Australian property (3%)
International property (3%)
Global infrastructure (3%)
Cash (1%)
Fixed income (9%)
Return objective:
To outperform CPI + 3.0% over rolling 10-year periods.
Investor horizon:
7 years

Green

Green Strategic Asset Allocation
Australian shares (60%)
International shares (0%)
Australian property (10%)
International property (0%)
Global infrastructure (0%)
Cash (5%)
Fixed income (25%)
Return objective:
To outperform CPI + 2.5% over rolling 10-year periods.
Investor horizon:
5 years

True Blue

True Blue Strategic Asset Allocation
Australian shares (60%)
International shares (0%)
Australian property (10%)
International property (0%)
Global infrastructure (0%)
Cash (5%)
Fixed income (25%)
Return objective:
To outperform CPI + 2.5% over rolling 10-year periods.
Investor horizon:
10 years
Asset allocations are based on the strategic asset allocation and may vary within the allowable range from time to time, and are subject to change. For more information on the strategy and risk exposures of each investment option see the Reference Guide.