Performance of NZ Super vs Avg. Australian Superfund

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    Fund Statistics

    HPR*** CAGR**** Average ( MonthStd Dev. ( MonthSkew Kurt

    Avg Annual. Std Dev. Annuali

    VaR ( Normal ) CVaR ( Normal )

    VaR ( Modified ) CVaR ( Modified

    Maximum Drawd( Peak to Trough

    Value at Risk andValue at Risk sta

    i.e. 1:100 observ

    8 Year

    ( June year end ) 2004 2005 2006 2007 2008 2009 2010 2011 CAGR

    NZ Super 7.70% 14.13% 19.22% 14.85% -4.96% -22.15% 15.51% 25.05% 7.62%Avg Australian Super* 7.97% 11.63% 24.78% 5.17% 6.27% -12.94% 7.93% 13.04% 7.52%Cash 3.93% 6.33% 6.74% 7.21% 7.75% 5.48% 2.59% 2.88% 5.35%

    *Source: Table 13 of APRA June 2011 Annual Superannuation Bulletin converted to NZD using RBA Historic exchange rates

    ** Note using closed form approximation of Maillard - slightly less accurate than Dowd's iterative method

    ***HPR = Holding Period Return or Total cumulative return over the period given by = ( 1+r1 ) x ( 1+ r2 ) x ( 1 + r3 ) --- x ( 1 + Rn ) - 1

    ****CAGR = Compound Average Annual Growth rate - geometric growth rate of return given by =( 1+ HPR ) ^ ( 1 / n-years ) -1

    n-years used = 8 for closer comparison with Australian data although actual is 7.75 due to Sep 03 start for NZ Super

    NB: Note the reason the Maximum Drawdown for the Fund Statistics is higher ( - 35.81%) than that shown on the chart = 124.536 / 168.299 -

    is that it is calculated using the actual monthly data provided by NZ Super whereas the chart shows annual data only. This is also

    the reason for the difference in Annual Volatility and Annualised monthly volatility ( Std Dev ).

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    2003 2004 2005 2006 2007 2008 2009 2010 2011

    Relative Performance of NZ Super v.s. Avg. Australian Superfund

    Avg Australian Superfund in NZD CAGR : 7.52% Vol : 10.48%

    NZ Super CAGR : 7.62% Vol : 15.26%

    Risk Free Rate CAGR : 5.35% Vol : 2.00%

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    80

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    2003 2004 2005 2006 2007 2008 2009 2010 2011

    Relative Performance of NZ Super v.s. Avg. Australian Superfund

    Avg Australian Superfund in NZD CAGR : 7.52% Vol : 10.48%

    NZ Super CAGR : 7.62% Vol : 15.26%

    Risk Free Rate CAGR : 5.35% Vol : 2.00%

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    http://www.nzsuperfund.co.nz/index.asp?pageID=2145855927

    NZ Super RfRSep-03 - - - 2402.4

    Oct-03 0.40% 0.41% -0.01% 2551.4 0.40% 0.41%Nov-03 0.73% 0.38% 0.35% 2709.5 0.73% 0.38%Dec-03 1.55% 0.45% 1.10% 2961.7 1.55% 0.45%Jan-04 0.47% 0.41% 0.06% 3113.9 0.47% 0.41%Feb-04 0.63% 0.40% 0.23% 3232.4 0.63% 0.40%Mar-04 1.23% 0.47% 0.76% 3413.4 1.23% 0.47%Apr-04 0.63% 0.42% 0.21% 3572.1 0.63% 0.42%May-04 0.10% 0.46% -0.36% 3714 0.10% 0.46%Jun-04 1.72% 0.46% 1.26% 3985.4 1.72% 0.46%Jul-04 -1.38% 0.47% -1.86% 4088.6 -1.38% 0.47%Aug-04 0.00% 0.52% -0.52% 4252.8 0.00% 0.52%Sep-04 2.04% 0.50% 1.54% 4499.5 2.04% 0.50%Oct-04 0.98% 0.53% 0.45% 4675.7 0.98% 0.53%Nov-04 3.16% 0.51% 2.65% 5059 3.16% 0.51%Dec-04 2.80% 0.53% 2.27% 5329.7 2.80% 0.53%Jan-05 0.21% 0.53% -0.32% 5494.2 0.21% 0.53%Feb-05 2.39% 0.48% 1.91% 5751.5 2.39% 0.48%

    Mar-05 -0.93% 0.53% -1.46% 5858 -0.93% 0.53%Apr-05 -1.76% 0.51% -2.27% 5901.6 -1.76% 0.51%May-05 3.51% 0.53% 2.98% 6354.6 3.51% 0.53%Jun-05 2.46% 0.51% 1.95% 6613.5 2.46% 0.51%Jul-05 3.29% 0.53% 2.76% 7008 3.29% 0.53%Aug-05 0.74% 0.53% 0.21% 7239 0.74% 0.53%Sep-05 2.54% 0.52% 2.02% 7604.7 2.54% 0.52%Oct-05 -2.49% 0.54% -3.03% 7534 -2.49% 0.54%Nov-05 2.75% 0.54% 2.21% 8013.6 2.75% 0.54%Dec-05 2.68% 0.57% 2.11% 8406.4 2.68% 0.57%Jan-06 3.49% 0.56% 2.93% 8856.4 3.49% 0.56%Feb-06 0.71% 0.49% 0.22% 8977.8 0.71% 0.49%Mar-06 4.48% 0.57% 3.91% 9563.3 4.48% 0.57%Apr-06 1.31% 0.56% 0.75% 9858.4 1.31% 0.56%May-06 -2.91% 0.58% -3.49% 9832 -2.91% 0.58%Jun-06 1.40% 0.55% 0.85% 10108.7 1.40% 0.55%Jul-06 0.78% 0.58% 0.20% 10338.4 0.78% 0.58%Aug-06 0.14% 0.59% -0.45% 10507.8 0.14% 0.59%Sep-06 0.90% 0.58% 0.32% 10758.6 0.90% 0.58%Oct-06 2.15% 0.60% 1.55% 11173.8 2.15% 0.60%Nov-06 1.71% 0.55% 1.16% 11524 1.71% 0.55%Dec-06 1.64% 0.58% 1.06% 11858.7 1.64% 0.58%Jan-07 1.96% 0.59% 1.37% 12191.7 1.96% 0.59%Feb-07 -0.30% 0.53% -0.83% 12132.4 -0.30% 0.53%Mar-07 1.40% 0.59% 0.81% 12457.8 1.40% 0.59%Apr-07 1.79% 0.58% 1.21% 12807.2 1.79% 0.58%May-07 2.20% 0.61% 1.59% 13278.5 2.20% 0.61%

    Jun-07 -0.40% 0.60% -1.00% 13149.5 -0.40% 0.60%Jul-07 -1.18% 0.65% -1.83% 13126.7 -1.18% 0.65%Aug-07 0.54% 0.65% -0.11% 13328 0.54% 0.65%Sep-07 1.36% 0.59% 0.77% 13676.2 1.36% 0.59%Oct-07 2.09% 0.60% 1.49% 14008.1 2.09% 0.60%Nov-07 -3.52% 0.59% -4.11% 13679 -3.52% 0.59%Dec-07 -0.20% 0.61% -0.81% 13806.2 -0.20% 0.61%Jan-08 -5.24% 0.64% -5.88% 13241.5 -5.24% 0.64%Feb-08 0.29% 0.61% -0.32% 13450.3 0.29% 0.61%

    http://www.nzsuperfund.co.nz/index.asp?pageID=2145855927http://www.nzsuperfund.co.nz/index.asp?pageID=2145855927
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    Mar-08 -0.73% 0.65% -1.38% 13476 -0.73% 0.65%Apr-08 4.28% 0.63% 3.65% 14299.9 4.28% 0.63%May-08 1.65% 0.64% 1.01% 14701.9 1.65% 0.64%Jun-08 -3.99% 0.63% -4.62% 14128.4 -3.99% 0.63%uly 2008 -0.24% 0.67% -0.91% 14263.3 -0.24% 0.67%Aug-08 0.48% 0.63% -0.15% 14499.3 0.48% 0.63%Sep-08 -7.96% 0.70% -8.66% 13578.7 -7.96% 0.70%Oct-08 -13.51% 0.56% -14.07% 12025 -13.51% 0.56%Nov-08 -5.04% 0.48% -5.52% 11664.4 -5.04% 0.48%Dec-08 1.47% 0.52% 0.95% 12045.4 1.47% 0.52%Jan-09 -3.24% 0.52% -3.76% 11833.1 -3.24% 0.52%Feb-09 -6.67% 0.28% -6.95% 11203.7 -6.67% 0.28%Mar-09 1.12% 0.23% 0.89% 11552 1.12% 0.23%Apr-09 6.74% 0.30% 6.44% 12509.1 6.74% 0.30%May-09 3.47% 0.25% 3.22% 13096.7 3.47% 0.25%Jun-09 0.40% 0.21% 0.19% 13352.6 0.40% 0.21%uly 2009 6.31% 0.22% 6.09% 14445.6 6.31% 0.22%Aug-09 2.80% 0.24% 2.56% 14864 2.80% 0.24%Sep-09 2.47% 0.21% 2.26% 15230.2 2.47% 0.21%Oct-09 -0.22% 0.23% -0.45% 15192.7 -0.22% 0.23%

    Nov-09 2.64% 0.20% 2.44% 15606.3 2.64% 0.20%Dec-09 2.40% 0.23% 2.17% 15963.9 2.40% 0.23%Jan-10 -1.97% 0.22% -2.19% 15647.3 -1.97% 0.22%Feb-10 1.88% 0.21% 1.67% 15937.7 1.88% 0.21%Mar-10 4.29% 0.21% 4.08% 16591.2 4.29% 0.21%Apr-10 0.76% 0.19% 0.57% 16706.3 0.76% 0.19%May-10 -4.82% 0.20% -5.02% 15861.1 -4.82% 0.20%Jun-10 -1.54% 0.20% -1.74% 15625.2 -1.54% 0.20%Jul-10 4.76% 0.21% 4.55% 16443.5 4.76% 0.21%Aug-10 -1.37% 0.24% -1.61% 16212.5 -1.37% 0.24%Sep-10 6.11% 0.26% 5.85% 17209.3 6.11% 0.26%Oct-10 2.66% 0.25% 2.41% 17664.2 2.66% 0.25%Nov-10 -0.38% 0.24% -0.62% 17429 -0.38% 0.24%Dec-10 4.42% 0.25% 4.17% 18209.4 4.42% 0.25%Jan-11 1.61% 0.26% 1.35% 18466.4 1.61% 0.26%Feb-11 3.00% 0.27% 2.73% 18996 3.00% 0.27%Mar-11 0.41% 0.25% 0.16% 18822.2 0.41% 0.25%Apr-11 1.82% 0.21% 1.61% 19148.3 1.82% 0.21%May-11 0.85% 0.20% 0.65% 19224.4 0.85% 0.20%Jun-11 -1.02% 0.20% -1.22% 19032.5 -1.02% 0.20%Jul-11 -2.81% 0.20% -3.01% 18302.8 -2.81% 0.20%Aug-11 -5.04% 0.23% -5.27% 17356.2 -5.04% 0.23%Sep-11 -3.67% 0.23% -3.90% 16634.7 -3.67% 0.23%Oct-11 6.66% 0.20% 6.46% 17798.8 6.66% 0.20%Nov-11 -0.54% 0.20% -0.74% 17639.5 -0.54% 0.20%Dec-11 0.43% 0.19% 0.24% 17728.6 0.43% 0.19%Jan-12 3.26% 0.19% 3.07% 18357.2 3.26% 0.19%

    Feb-12 3.72% 0.18% 3.54% 19059.3 3.72% 0.18%Mar-12 2.89% 0.18% 2.71% 19460.3 2.89% 0.18%Apr-12 -0.86% 0.21% -1.07% 19228.7 -0.86% 0.21%

    Note to end Jun 2011 onlyActual Years HPR 79.89% 51.69%

    7.75 CAGR 7.62% 5.35%Average 0.68% 0.43%Std Dev 2.99% 0.17%

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    Skew -1.58 -0.24

    Kurt 5.33 -1.61

    Avg Ann. 8.15% 5.10%Std Dev Ann. 10.37% 0.59%

    Supposedly 1:100 EventConfidence Level 99% VaR ( Normal ) -15.99% 3.74%

    Z-score -2.32635 CVaR ( Normal ) -19.50% 4.87%

    VaR ( Modified ) -31.23% 3.87%CVaR ( Modified )* -37.30% 5.20%

    * Note using closed form approximation of Maillard - slightly less accurate than

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    NZ Super RfR NZ Super RfR30-Sep-03 100 100 Check Check31-Oct-03 100.40 100.4130-Nov-03 101.13 100.7931-Dec-03 102.70 101.2531-Jan-04 103.18 101.6629-Feb-04 103.83 102.07

    31-Mar-04 105.11 102.5530-Apr-04 105.77 102.98

    31-May-04 105.88 103.4530-Jun-04 107.70 103.93 7.70% 3.93%31-Jul-04 106.21 104.42

    31-Aug-04 106.21 104.9630-Sep-04 108.38 105.4831-Oct-04 109.44 106.04

    30-Nov-04 112.90 106.5831-Dec-04 116.06 107.1531-Jan-05 116.31 107.7228-Feb-05 119.09 108.23

    31-Mar-05 117.98 108.8130-Apr-05 115.90 109.36

    31-May-05 119.97 109.9430-Jun-05 122.92 110.50 14.13% 6.33%31-Jul-05 126.96 111.09

    31-Aug-05 127.90 111.6830-Sep-05 131.15 112.2631-Oct-05 127.89 112.8630-Nov-05 131.40 113.4731-Dec-05 134.93 114.12

    31-Jan-06 139.63 114.7628-Feb-06 140.63 115.3231-Mar-06 146.93 115.9830-Apr-06 148.85 116.63

    31-May-06 144.52 117.3030-Jun-06 146.54 117.95 19.22% 6.74%31-Jul-06 147.69 118.63

    31-Aug-06 147.89 119.3330-Sep-06 149.22 120.0331-Oct-06 152.43 120.7530-Nov-06 155.04 121.4131-Dec-06 157.58 122.1131-Jan-07 160.67 122.8328-Feb-07 160.19 123.4931-Mar-07 162.43 124.21

    30-Apr-07 165.34 124.9331-May-07 168.98 125.70

    30-Jun-07 168.30 126.45 14.85% 7.21%31-Jul-07 166.31 127.2731-Aug-07 167.21 128.1030-Sep-07 169.49 128.86

    31-Oct-07 173.03 129.63 173.027630-Nov-07 166.94 130.3931-Dec-07 166.60 131.1931-Jan-08 157.87 132.0329-Feb-08 158.33 132.83

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    31-Mar-08 157.18 133.70

    30-Apr-08 163.90 134.5431-May-08 166.61 135.4030-Jun-08 159.96 136.25 -4.96% 7.75%31-Jul-08 159.58 137.17

    31-Aug-08 160.34 138.0330-Sep-08 147.58 139.0031-Oct-08 127.64 139.78

    30-Nov-08 121.21 140.4531-Dec-08 122.99 141.18 NZ Super31-Jan-09 119.00 141.91 Maximum Drawdown28-Feb-09 111.07 142.31 111.07 -35.81%31-Mar-09 112.31 142.6430-Apr-09 119.88 143.06

    31-May-09 124.04 143.4230-Jun-09 124.54 143.72 -22.15% 5.48%

    31-Jul-09 132.39 144.0431-Aug-09 136.10 144.3830-Sep-09 139.46 144.6931-Oct-09 139.16 145.02

    30-Nov-09 142.83 145.3131-Dec-09 146.26 145.64

    31-Jan-10 143.38 145.9628-Feb-10 146.07 146.2731-Mar-10 152.34 146.5830-Apr-10 153.50 146.86

    31-May-10 146.10 147.1530-Jun-10 143.85 147.44 15.51% 2.59%31-Jul-10 150.70 147.75

    31-Aug-10 148.63 148.11

    30-Sep-10 157.71 148.4931-Oct-10 161.91 148.8730-Nov-10 161.29 149.2231-Dec-10 168.42 149.60

    31-Jan-11 171.13 149.9828-Feb-11 176.27 150.3931-Mar-11 176.99 150.77

    30-Apr-11 180.21 151.0831-May-11 181.74 151.3830-Jun-11 179.89 151.69 25.05% 2.88%31-Jul-11 174.83 151.99

    31-Aug-11 166.02 152.3430-Sep-11 159.93 152.6931-Oct-11 170.58 153.0030-Nov-11 169.66 153.30

    31-Dec-11 170.39 153.5931-Jan-12 175.94 153.88

    29-Feb-12 182.49 154.1631-Mar-12 187.76 154.4430-Apr-12 186.15 154.76

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    NZ Super RfR NZ Super RfR

    100 10030-Jun-04 107.6995 103.9268 7.70% 3.93%30-Jun-05 122.9206 110.5016 14.13% 6.33%30-Jun-06 146.5426 117.949 19.22% 6.74%30-Jun-07 168.2991 126.4503 14.85% 7.21%30-Jun-08 159.9591 136.2534 -4.96% 7.75%30-Jun-09 124.5361 143.7218 -22.15% 5.48%

    30-Jun-10 143.848 147.4446 15.51% 2.59%30-Jun-11 179.8884 151.6869 25.05% 2.88% Actual Maximum Drawdown30-Apr-12 186.15 154.76 3.48% 2.03% -35.81%

    owd's iterative method Note more than 2/3 higher than CVaR ( Normal )

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    83.63%

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    F11 EXCHANGE RATES http://www.rba.gov.au/statistics/hist-exchange-rates/index.htmlUnits of foreign currency per A$

    At end Japanese United Euro South New Chinese UK New Singapore

    of yen States Korean Zealand renminbi pound Taiwan dollar

    dollar won dollar sterling dollar

    Latest daily data

    Source RBA WM/Reuters RBA RBA RBA RBA RBA RBA RBA

    F11HIST.XLS FXRJY FXRUSD FXREUR FXRSKW FXRNZD FXRCR FXRUKPS FXRNTD FXRSD

    Jul-1969 400.74 1.1138 0.9980 0.4657

    Aug-1969 398.14 1.1091 0.9980 0.4657

    Sep-1969 396.81 1.1094 0.9980 0.4657

    Oct-1969 399.02 1.1158 0.9980 0.4657

    Nov-1969 399.08 1.1161 0.9980 0.4657

    Dec-1969 399.88 1.1182 0.9980 0.4657

    Jan-1970 400.30 1.1185 0.9980 0.4657

    Feb-1970 400.72 1.1209 0.9980 0.4657Mar-1970 400.74 1.1207 0.9980 0.4657

    Apr-1970 401.74 1.1206 0.9980 0.4657

    May-1970 401.60 1.1186 0.9980 0.4657

    Jun-1970 400.20 1.1159 0.9980 0.4657

    Jul-1970 399.45 1.1134 0.9980 0.4657

    Aug-1970 397.61 1.1100 0.9980 0.4657

    Sep-1970 397.91 1.1118 0.9980 0.4657

    Oct-1970 398.05 1.1131 0.9980 0.4657

    Nov-1970 398.03 1.1131 0.9980 0.4657

    Dec-1970 398.54 1.1146 0.9980 0.4657

    Jan-1971 402.85 1.1257 0.9980 0.4657

    Feb-1971 402.41 1.1262 0.9980 0.4657

    Mar-1971 402.44 1.1257 0.9980 0.4657

    Apr-1971 402.58 1.1267 0.9980 0.4657

    May-1971 402.31 1.1261 0.9980 0.4657

    Jun-1971 402.65 1.1266 0.9980 0.4657

    Jul-1971 402.51 1.1264 0.9980 0.4657

    Aug-1971 389.41 1.1487 0.9980 0.4657

    Sep-1971 385.63 1.1570 0.9980 0.4657

    Oct-1971 382.37 1.1614 0.9980 0.4657

    Nov-1971 379.11 1.1615 0.9980 0.4657

    Dec-1971 374.53 1.1910 0.9965 0.4664

    Jan-1972 369.07 1.1910 0.9965 0.4596

    Feb-1972 361.79 1.1910 0.9965 0.4570

    Mar-1972 361.51 1.1910 0.9965 0.4553Apr-1972 362.17 1.1910 0.9965 0.4561

    May-1972 362.94 1.1910 0.9965 0.4558

    Jun-1972 352.37 1.1910 0.9965 0.4840

    Jul-1972 358.73 1.1910 0.9965 0.4862

    Aug-1972 358.30 1.1910 0.9965 0.4858

    Sep-1972 358.52 1.1910 0.9965 0.4917

    Oct-1972 358.47 1.1910 0.9965 0.5108

    Nov-1972 358.52 1.1910 0.9965 0.5060

    http://www.rba.gov.au/statistics/hist-exchange-rates/index.htmlhttp://www.rba.gov.au/statistics/frequency/exchange-rates.htmlhttp://www.wmcompany.com/http://www.wmcompany.com/http://www.rba.gov.au/statistics/frequency/exchange-rates.htmlhttp://www.rba.gov.au/statistics/hist-exchange-rates/index.html
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    Dec-1972 384.50 1.2750 1.0668 0.5430

    Jan-1973 384.09 1.2750 1.0668 0.5360

    Feb-1973 374.79 1.4167 1.0674 0.5732

    Mar-1973 376.21 1.4167 1.0674 0.5706

    Apr-1973 376.06 1.4167 1.0674 0.5696

    May-1973 374.90 1.4167 1.0674 0.5519

    Jun-1973 375.28 1.4167 1.0674 0.5480Jul-1973 373.60 1.4167 1.0479 0.5663

    Aug-1973 375.83 1.4167 1.0591 0.5764

    Sep-1973 395.03 1.4875 1.0063 0.6149

    Oct-1973 396.94 1.4875 1.0050 0.6111

    Nov-1973 416.49 1.4875 1.0303 0.6334

    Dec-1973 416.67 1.4875 1.0414 0.6417

    Jan-1974 444.03 1.4875 1.0662 0.6585

    Feb-1974 426.10 1.4875 1.0458 0.6456

    Mar-1974 405.87 1.4875 1.0140 0.6140

    Apr-1974 415.91 1.4875 1.0131 0.6110

    May-1974 417.72 1.4875 1.0216 0.6216

    Jun-1974 421.99 1.4875 1.0231 0.6221Jul-1974 442.64 1.4875 1.0279 0.6252

    Aug-1974 450.55 1.4875 1.0448 0.6416

    Sep-1974 388.35 1.3103 1.0061 0.5624

    Oct-1974 392.89 1.3105 1.0048 0.5613

    Nov-1974 394.92 1.3162 1.0071 0.5666

    Dec-1974 398.56 1.3270 1.0087 0.5649

    Jan-1975 398.21 1.3384 1.0070 0.5629

    Feb-1975 390.57 1.3666 1.0097 0.5625

    Mar-1975 393.00 1.3537 1.0102 0.5614

    Apr-1975 394.30 1.3410 1.0104 0.5694

    May-1975 391.26 1.3432 1.0164 0.5800

    Jun-1975 392.13 1.3258 1.0232 0.5965

    Jul-1975 358.76 1.2977 1.0229 0.6001

    Aug-1975 381.17 1.2794 1.1990 0.6061

    Sep-1975 380.49 1.2560 1.2009 0.6160

    Oct-1975 383.29 1.2710 1.2014 0.6128

    Nov-1975 382.13 1.2594 1.2047 0.6209

    Dec-1975 383.38 1.2571 1.2045 0.6210

    Jan-1976 382.27 1.2588 1.2025 0.6199

    Feb-1976 380.93 1.2607 1.2038 0.6225

    Mar-1976 374.28 1.2486 1.2205 0.6515

    Apr-1976 370.85 1.2390 1.2333 0.6736

    May-1976 368.06 1.2271 1.2464 0.6980

    Jun-1976 366.97 1.2356 1.2451 0.6927

    Jul-1976 364.16 1.2407 1.2417 0.6952Aug-1976 359.81 1.2462 1.2438 0.7021

    Sep-1976 355.85 1.2373 1.2679 0.7409

    Oct-1976 359.98 1.2261 1.2955 0.7801

    Nov-1976 299.28 1.0123 1.1170 0.6122

    Dec-1976 318.08 1.0864 1.1436 0.6385

    Jan-1977 313.80 1.0870 1.1428 0.6333

    Feb-1977 309.15 1.0967 1.1474 0.6417

    Mar-1977 306.50 1.1031 1.1475 0.6410

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    Apr-1977 306.03 1.1045 1.1472 0.6424

    May-1977 306.06 1.1039 1.1481 0.6427

    Jun-1977 298.50 1.1155 1.1524 0.6482

    Jul-1977 299.49 1.1225 1.1512 0.6457

    Aug-1977 295.40 1.1051 1.1393 0.6342

    Sep-1977 293.33 1.1076 1.1406 0.6348

    Oct-1977 281.39 1.1236 1.1372 0.6320Nov-1977 275.18 1.1274 1.1328 0.6213

    Dec-1977 273.84 1.1414 1.1193 0.5965

    Jan-1978 274.93 1.1382 1.1128 0.5845

    Feb-1978 271.57 1.1365 1.1106 0.5858

    Mar-1978 253.65 1.1431 1.1179 0.6127

    Apr-1978 252.58 1.1362 1.1190 0.6206

    May-1978 251.88 1.1302 1.1180 0.6212

    Jun-1978 235.46 1.1475 1.1133 0.6160

    Jul-1978 222.14 1.1551 1.1007 0.6002

    Aug-1978 217.79 1.1521 1.0955 0.5943

    Sep-1978 218.60 1.1566 1.0888 0.5856

    Oct-1978 210.11 1.1891 1.0800 0.5649Nov-1978 224.51 1.1363 1.0837 0.5826

    Dec-1978 222.83 1.1505 1.0787 0.5656

    Jan-1979 228.04 1.1334 1.0732 0.5677

    Feb-1979 228.09 1.1283 1.0688 0.5577

    Mar-1979 233.63 1.1182 1.0597 0.5427

    Apr-1979 243.55 1.1024 1.0568 0.5376

    May-1979 243.84 1.1048 1.0608 0.5368

    Jun-1979 242.83 1.1211 1.1086 0.5158

    Jul-1979 246.13 1.1302 1.1063 0.4934

    Aug-1979 248.30 1.1284 1.1139 0.5008

    Sep-1979 252.17 1.1298 1.1227 0.5109

    Oct-1979 261.35 1.0974 1.1354 0.5287

    Nov-1979 272.22 1.0942 1.1221 0.5006

    Dec-1979 265.82 1.1055 1.1210 0.4957

    Jan-1980 264.46 1.1069 642.00 1.1251 0.4891

    Feb-1980 272.75 1.0987 638.02 1.1290 0.4814

    Mar-1980 270.13 1.0831 634.80 1.1484 0.4971

    Apr-1980 267.31 1.1145 658.11 1.1528 0.4915

    May-1980 256.91 1.1426 681.22 1.1615 0.4892

    Jun-1980 251.31 1.1576 698.03 1.1706 0.4917

    Jul-1980 261.13 1.1525 706.14 1.1808 0.4910

    Aug-1980 254.28 1.1656 718.36 1.1873 0.4879

    Sep-1980 248.73 1.1690 730.63 1.1943 0.4897

    Oct-1980 247.07 1.1726 764.07 1.1995 0.4797

    Nov-1980 251.25 1.1643 767.04 1.2131 0.4924 2.4347Dec-1980 239.53 1.1807 779.14 1.2270 0.4945 2.4590

    Jan-1981 239.29 1.1707 779.33 1.2287 0.4889 2.4258

    Feb-1981 240.90 1.1566 775.50 1.2528 0.5182 2.4234

    Mar-1981 245.95 1.1684 786.10 1.2700 0.5164 2.4438

    Apr-1981 246.78 1.1505 781.07 1.2800 0.5357 2.4365

    May-1981 254.80 1.1385 778.51 1.3034 0.5498 2.4622

    Jun-1981 259.51 1.1480 786.49 1.3465 0.5895 2.4465

    Jul-1981 271.38 1.1356 780.04 1.3692 0.6097 2.4554

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    16/49

    Aug-1981 262.79 1.1508 788.87 1.3842 0.6190 2.4863

    Sep-1981 265.80 1.1414 782.43 1.3943 0.6366 2.4128

    Oct-1981 265.93 1.1350 769.76 1.3926 0.6148 2.3824

    Nov-1981 248.13 1.1514 794.35 1.3683 0.5862 2.3638

    Dec-1981 247.69 1.1279 790.09 1.3681 0.5905 2.3099

    Jan-1982 253.93 1.0994 778.71 1.3679 0.5869 2.2840

    Feb-1982 253.97 1.0740 764.69 1.3647 0.5873 2.2640Mar-1982 259.24 1.0503 754.43 1.3697 0.5895 2.2361

    Apr-1982 249.50 1.0608 765.16 1.3736 0.5923 2.2291

    May-1982 255.08 1.0482 768.44 1.3770 0.5872 2.1902

    Jun-1982 260.18 1.0223 765.50 1.3755 0.5870 2.2031

    Jul-1982 256.07 0.9958 738.19 1.3517 0.5748 2.1295

    Aug-1982 251.76 0.9643 715.41 1.3284 0.5644 2.0863

    Sep-1982 255.58 0.9493 705.23 1.3221 0.5594 2.0742

    Oct-1982 258.46 0.9367 697.75 1.3212 0.5566 2.0709

    Nov-1982 240.04 0.9548 711.04 1.3304 0.5933 2.1029

    Dec-1982 229.51 0.9806 734.27 1.3387 0.6050 2.0656

    Jan-1983 230.71 0.9718 730.31 1.3479 0.6333 2.0131

    Feb-1983 225.64 0.9606 723.43 1.3364 0.6290 1.9836Mar-1983 206.99 0.8629 658.74 1.3261 0.5867 1.8013

    Apr-1983 206.45 0.8680 666.54 1.3161 0.5557 1.8241

    May-1983 210.34 0.8820 680.11 1.3279 0.5487 1.8478

    Jun-1983 209.38 0.8745 679.22 1.3353 0.5730 1.8621

    Jul-1983 212.45 0.8810 689.91 1.3469 0.5777 1.8796

    Aug-1983 216.70 0.8785 694.10 1.3519 0.5870 1.8826

    Sep-1983 212.43 0.8965 707.61 1.3637 0.6000 1.9185

    Oct-1983 214.05 0.9160 726.30 1.3829 0.6133 1.9578

    Nov-1983 213.73 0.9128 727.41 1.3883 0.6226 1.9474

    Dec-1983 209.22 0.9020 717.54 1 .3765 1.7868 0.6205 36.34 1.9158

    Jan-1984 215.48 0.9178 733.23 1 .4116 1.9033 0.6526 36.88 1.9555

    Feb-1984 220.07 0.9429 748.00 1 .4156 1.9299 0.6326 37.89 2.0018

    Mar-1984 210.22 0.9350 739.49 1.4062 1.9250 0.6461 37.35 1.9521

    Apr-1984 208.74 0.9201 733.87 1 .4045 1.9576 0.6568 36.46 1.9210

    May-1984 208.25 0.8992 717.83 1.3892 1.9889 0.6503 35.85 1.8935

    Jun-1984 204.60 0.8613 692.74 1 .3587 1.9356 0.6378 34.18 1.8372

    Jul-1984 203.68 0.8300 673.46 1 .6774 1.9352 0.6360 32.54 1.7870

    Aug-1984 205.07 0.8488 686.42 1 .6993 2.0487 0.6472 33.13 1.8304

    Sep-1984 204.67 0.8330 678.31 1 .7038 2.1393 0.6696 32.65 1.8022

    Oct-1984 208.17 0.8487 693.73 1 .7381 2.2406 0.6984 33.34 1.8349

    Nov-1984 212.02 0.8596 705.82 1 .7633 2.3960 0.7163 33.94 1.8658

    Dec-1984 207.24 0.8278 682.94 1 .7343 2.3143 0.7130 32.69 1.8040

    Jan-1985 207.61 0.8150 676.94 1 .7315 2.2899 0.7218 31.85 1.8007

    Feb-1985 185.25 0.7138 601.59 1 .5912 2.0233 0.6563 28.07 1.6132

    Mar-1985 176.94 0.7051 599.90 1.5196 1.9883 0.5641 27.90 1.5571Apr-1985 163.94 0.6523 564.83 1 .4384 1.8605 0.5229 26.04 1.4458

    May-1985 165.64 0.6580 573.12 1.4677 1.8712 0.5159 26.18 1.4647

    Jun-1985 165.68 0.6655 581.65 1 .3850 1.9152 0.5136 26.63 1.4866

    Jul-1985 172.07 0.7271 637.16 1 .3779 2.0924 0.5092 29.31 1.5897

    Aug-1985 166.88 0.7034 622.51 1 .2971 2.0465 0.5034 28.45 1.5966

    Sep-1985 152.97 0.7077 631.06 1 .2896 2.1005 0.5042 28.59 1.5109

    Oct-1985 148.07 0.7002 624.72 1 .2125 2.2417 0.4866 28.07 1.4904

    Nov-1985 138.40 0.6850 609.24 1 .2053 2.1930 0.4642 27.26 1.4352

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    17/49

    Dec-1985 136.49 0.6809 606.14 1 .3604 2.1799 0.4732 27.13 1.4333

    Jan-1986 137.84 0.7155 635.86 1 .3366 2.2907 0.5051 28.13 1.5212

    Feb-1986 126.51 0.7012 619.72 1 .3451 2.2494 0.4798 27.41 1.5048

    Mar-1986 128.09 0.7119 630.10 1.3357 2.2928 0.4823 27.60 1.5486

    Apr-1986 124.19 0.7391 654.18 1 .2688 2.3591 0.4780 28.48 1.6229

    May-1986 123.33 0.7166 637.27 1.2665 2.3011 0.4821 27.37 1.5989

    Jun-1986 110.96 0.6772 600.41 1 .2301 2.1659 0.4414 25.79 1.4814Jul-1986 92.24 0.5980 529.23 1.1549 2.2148 0.3998 22.75 1.3007

    Aug-1986 94.99 0.6085 536.15 1.2513 2.2536 0.4120 22.50 1.3157

    Sep-1986 96.34 0.6274 550.23 1.2830 2.3306 0.4360 23.04 1.3612

    Oct-1986 103.80 0.6420 560.59 1 .2640 2.3896 0.4565 23.43 1.4048

    Nov-1986 105.27 0.6488 562.12 1 .2684 2.4149 0.4531 23.53 1.4259

    Dec-1986 106.37 0.6648 572.59 1 .2663 2.4745 0.4525 23.60 1.4461

    Jan-1987 100.61 0.6608 566.11 1 .2194 2.4596 0.4308 23.17 1.4059

    Feb-1987 103.28 0.6748 576.75 1 .2100 2.5117 0.4363 23.62 1.4390

    Mar-1987 102.85 0.7053 597.32 1.2430 2.6252 0.4379 24.16 1.5050

    Apr-1987 98.41 0.7048 587.87 1.2113 2.6233 0.4234 23.27 1.4965

    May-1987 103.07 0.7137 587.09 1.2365 2.6565 0.4399 22.52 1.5109

    Jun-1987 105.79 0.7203 582.65 1 .2141 2.6810 0.4494 22.39 1.5285Jul-1987 104.24 0.6978 563.89 1 .2355 2.5973 0.4375 21.55 1.4727

    Aug-1987 101.30 0.7124 575.41 1 .1738 2.6516 0.4366 21.45 1.4989

    Sep-1987 105.54 0.7194 579.69 1 .1000 2.6777 0.4420 21.65 1.5073

    Oct-1987 93.80 0.6757 541.51 1.1463 2.5150 0.3939 20.24 1.3971

    Nov-1987 93.52 0.7052 561.62 1.0886 2.6248 0.3869 20.78 1.4313

    Dec-1987 88.22 0.7225 572.44 1.0967 2.6892 0.3857 20.63 1.4446

    Jan-1988 90.76 0.7138 557.83 1.0791 2.6568 0.4009 20.42 1.4406

    Feb-1988 92.24 0.7198 551.58 1.0826 2.6792 0.4056 20.60 1.4472

    Mar-1988 92.04 0.7388 552.25 1.1309 2.7499 0.3934 21.16 1.4802

    Apr-1988 94.46 0.7585 561.75 1.1250 2.8232 0.4045 21.73 1.5185

    May-1988 100.56 0.8051 592.39 1.1621 2.9967 0.4357 23.04 1.6255

    Jun-1988 105.17 0.7940 580.73 1 .1763 2.9553 0.4612 22.94 1.6220

    Jul-1988 106.82 0.8045 588.41 1 .2056 2.9944 0.4661 23.03 1.6394

    Aug-1988 108.83 0.8069 582.58 1 .3276 3.0034 0.4777 23.22 1.6459

    Sep-1988 105.28 0.7829 562.91 1 .2782 2.9140 0.4647 22.65 1.5971

    Oct-1988 103.41 0.8256 581.47 1 .3147 3.0730 0.4647 23.52 1.6497

    Nov-1988 106.91 0.8781 603.69 1 .3375 3.2684 0.4752 24.70 1.7060

    Dec-1988 107.71 0.8555 585.68 1 .3590 3.1843 0.4764 24.11 1.6648

    Jan-1989 114.93 0.8890 605.05 1 .4651 3.3089 0.5040 24.58 1.7175

    Feb-1989 101.52 0.7996 538.21 1 .2829 2.9762 0.4591 22.20 1.5428

    Mar-1989 108.64 0.8194 550.55 1.3302 3.0499 0.4855 22.46 1.6052

    Apr-1989 105.09 0.7928 528.16 1 .2881 2.9509 0.4685 20.61 1.5453

    May-1989 106.80 0.7484 498.96 1.2756 2.7856 0.4763 19.52 1.4652

    Jun-1989 108.79 0.7553 503.94 1 .3159 2.8113 0.4882 19.56 1.4842

    Jul-1989 104.12 0.7524 502.15 1 .2923 2.8005 0.4541 19.37 1.4700Aug-1989 110.44 0.7656 512.34 1 .2976 2.8496 0.4853 19.65 1.5048

    Sep-1989 108.23 0.7764 520.27 1 .3144 2.8898 0.4788 19.95 1.5216

    Oct-1989 111.58 0.7831 525.93 1 .3334 2.9148 0.4963 20.33 1.5331

    Nov-1989 111.78 0.7815 525.72 1 .3239 2.9088 0.4993 20.44 1.5249

    Dec-1989 113.61 0.7927 538.01 1 .3356 3.7432 0.4927 20.74 1.5018

    Jan-1990 111.10 0.7708 529.00 1 .2899 3.6398 0.4592 20.16 1.4392

    Feb-1990 112.73 0.7594 527.02 1 .2908 3.5860 0.4501 19.87 1.4189

    Mar-1990 118.79 0.7542 528.62 1.3017 3.5614 0.4584 19.93 1.4217

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    18/49

    Apr-1990 119.58 0.7509 530.89 1 .3052 3.5458 0.4614 19.83 1.4094

    May-1990 116.63 0.7691 547.83 1.3327 3.6318 0.4545 21.12 1.4232

    Jun-1990 120.41 0.7890 565.08 1 .3439 3.7257 0.4536 21.45 1.4515

    Jul-1990 116.56 0.7901 565.00 1 .3355 3.7309 0.4275 21.47 1.4311

    Aug-1990 117.83 0.8162 583.09 1 .3182 3.8542 0.4265 22.28 1.4412

    Sep-1990 114.05 0.8265 589.29 1 .3417 3.9028 0.4412 22.56 1.4568

    Oct-1990 101.60 0.7847 560.12 1 .2729 3.7054 0.4021 21.40 1.3387Nov-1990 102.68 0.7745 552.30 1 .2678 4.0445 0.3983 21.12 1.3314

    Dec-1990 104.34 0.7733 553.99 1 .3134 4.0382 0.4031 20.96 1.3452

    Jan-1991 102.94 0.7849 564.34 1 .3080 4.0988 0.4002 21.28 1.3588

    Feb-1991 103.65 0.7851 568.73 1 .3105 4.0999 0.4087 21.32 1.3555

    Mar-1991 108.40 0.7752 562.41 1.3202 4.0482 0.4467 21.21 1.3926

    Apr-1991 107.35 0.7817 566.81 1 .3326 4.1332 0.4613 21.40 1.3842

    May-1991 104.91 0.7609 550.13 1.3036 4.0599 0.4445 20.69 1.3428

    Jun-1991 106.19 0.7681 556.57 1 .3303 4.1136 0.4711 20.84 1.3576

    Jul-1991 107.12 0.7775 564.54 1 .3612 4.1574 0.4618 20.92 1.3579

    Aug-1991 107.44 0.7848 575.89 1 .3670 4.2166 0.4656 20.95 1.3491

    Sep-1991 106.25 0.7995 592.83 1 .4039 4.2985 0.4576 21.27 1.3500

    Oct-1991 102.62 0.7837 587.93 1 .4047 4.2170 0.4498 20.64 1.3241Nov-1991 102.05 0.7848 592.13 1 .3959 4.2364 0.4444 20.23 1.3063

    Dec-1991 95.20 0.7598 578.06 1.4078 4.1289 0.4063 19.56 1.2373

    Jan-1992 94.23 0.7498 571.35 1.3870 4.0902 0.4205 18.76 1.2267

    Feb-1992 97.51 0.7546 579.38 1.3798 4.1271 0.4283 18.94 1.2402

    Mar-1992 102.30 0.7684 595.59 1.4032 4.2012 0.4432 19.60 1.2748

    Apr-1992 101.45 0.7593 591.34 1 .4142 4.1838 0.4294 19.22 1.2569

    May-1992 97.29 0.7589 594.45 1.4172 4.1672 0.4154 18.93 1.2398

    Jun-1992 94.05 0.7488 591.70 1.3752 4.0900 0.3945 18.47 1.2112

    Jul-1992 94.69 0.7442 586.50 1.3658 4.0336 0.3870 18.56 1.2000

    Aug-1992 88.00 0.7134 561.87 1.3224 3.8569 0.3599 17.93 1.1405

    Sep-1992 85.29 0.7140 562.49 1.3316 3.9271 0.3984 17.99 1.1374

    Oct-1992 85.64 0.6954 544.15 1.3203 3.8612 0.4467 17.64 1.1255

    Nov-1992 85.08 0.6823 535.67 1.3282 3.9026 0.4512 17.36 1.1171

    Dec-1992 85.81 0.6880 541.18 1.3385 3.9572 0.4549 17.48 1.1307

    Jan-1993 84.42 0.6786 538.77 1.3133 3.9189 0.4456 17.30 1.1143

    Feb-1993 81.92 0.6957 553.53 1.3274 3.9935 0.4874 18.07 1.1441

    Mar-1993 81.51 0.7058 560.65 1.3242 4.0365 0.4725 18.46 1.1579

    Apr-1993 79.06 0.7116 566.47 1.3100 4.0621 0.4530 18.41 1.1496

    May-1993 72.60 0.6769 542.98 1.2505 3.8780 0.4345 17.65 1.0876

    Jun-1993 71.54 0.6722 540.35 1.2478 3.8727 0.4453 17.78 1.0919

    Jul-1993 72.41 0.6834 551.13 1.2394 3.9372 0.4609 18.42 1.1054

    Aug-1993 69.93 0.6708 542.17 1.2137 3.8828 0.4494 18.06 1.0770

    Sep-1993 67.85 0.6453 523.37 1.1739 3.7342 0.4271 17.39 1.0244

    Oct-1993 72.17 0.6661 538.18 1.2026 3.8546 0.4476 17.88 1.0564

    Nov-1993 71.77 0.6586 532.05 1.2076 3.8232 0.4423 17.74 1.0544Dec-1993 75.80 0.6711 541.95 1.2095 3.8924 0.4575 18.05 1.1278

    Jan-1994 78.11 0.7112 574.90 1.2499 6.1874 0.4757 18.80 1.1350

    Feb-1994 74.67 0.7178 580.09 1.2440 6.2480 0.4825 19.00 1.1363

    Mar-1994 72.04 0.7008 565.72 1.2445 6.1026 0.4728 18.47 1.0997

    Apr-1994 72.20 0.7124 575.37 1.2353 6.1888 0.4707 18.81 1.1078

    May-1994 76.85 0.7361 593.48 1.2396 6.3744 0.4879 19.94 1.1281

    Jun-1994 72.20 0.7291 586.96 1.2258 6.3086 0.4721 19.56 1.1114

    Jul-1994 73.86 0.7393 593.33 1.2279 6.3738 0.4844 19.66 1.1191

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    19/49

    Aug-1994 73.82 0.7425 594.33 1.2338 6.3570 0.4837 19.43 1.1137

    Sep-1994 72.88 0.7393 589.92 1.2264 6.3062 0.4680 19.34 1.0969

    Oct-1994 72.25 0.7422 591.57 1.2037 6.3284 0.4575 19.33 1.0919

    Nov-1994 75.93 0.7674 609.43 1.2195 6.5300 0.4912 20.15 1.1233

    Dec-1994 77.56 0.7768 612.47 1.2105 6.5708 0.4982 20.45 1.1345

    Jan-1995 74.75 0.7583 598.60 1.1860 6.3988 0.4752 19.94 1.1022

    Feb-1995 71.75 0.7395 582.39 1.1659 6.2352 0.4669 19.47 1.0721Mar-1995 64.92 0.7280 561.98 1.1228 6.1348 0.4534 18.93 1.0333

    Apr-1995 61.04 0.7299 556.33 1.0842 6.1386 0.4515 18.55 1.0157

    May-1995 59.45 0.7138 541.45 1.0734 5.9300 0.4449 18.27 0.9923

    Jun-1995 60.08 0.7086 537.37 1.0621 5.8822 0.4452 18.30 0.9898

    Jul-1995 65.31 0.7389 559.31 1.0963 6.1331 0.4611 19.56 1.0304

    Aug-1995 73.55 0.7524 582.85 1.1556 6.2594 0.4861 20.69 1.0707

    Sep-1995 74.22 0.7550 580.03 1.1488 6.2805 0.4777 20.46 1.0726

    Oct-1995 76.98 0.7566 579.44 1.1453 6.2911 0.4800 20.42 1.0713

    Nov-1995 75.83 0.7469 575.15 1.1414 6.2079 0.4860 20.40 1.0548

    Dec-1995 76.66 0.7450 577.52 1.1400 6.1968 0.4814 20.33 1.0538

    Jan-1996 79.88 0.7447 585.52 1.1107 6.1920 0.4943 20.46 1.0572

    Feb-1996 79.85 0.7635 598.20 1.1343 6.3529 0.4982 21.00 1.0779Mar-1996 83.00 0.7793 610.00 1.1472 6.4959 0.5106 21.24 1.0971

    Apr-1996 81.88 0.7854 611.55 1.1446 6.5429 0.5206 21.34 1.1041

    May-1996 86.36 0.7983 629.74 1.1750 6.6469 0.5207 22.13 1.1260

    Jun-1996 86.48 0.7890 640.12 1.1552 6.5653 0.5099 21.72 1.1123

    Jul-1996 83.05 0.7731 628.38 1.1221 6.4252 0.4964 21.28 1.0928

    Aug-1996 85.70 0.7909 648.26 1.1429 6.5695 0.5077 21.73 1.1130

    Sep-1996 88.09 0.7924 653.57 1.1326 6.5783 0.5070 21.78 1.1153

    Oct-1996 90.10 0.7919 656.33 1.1204 6.5733 0.4849 21.81 1.1162

    Nov-1996 92.02 0.8107 671.75 1.1426 6.7294 0.4828 22.29 1.1370

    Dec-1996 92.51 0.7965 672.92 1.1255 6.6095 0.4710 21.90 1.1147

    Jan-1997 92.94 0.7620 658.94 1.1079 6.3199 0.4733 20.91 1.0734

    Feb-1997 93.42 0.7758 670.56 1.1232 6.4351 0.4768 21.33 1.1052

    Mar-1997 97.33 0.7865 702.58 1.1321 6.5253 0.4818 21.67 1.1383

    Apr-1997 99.16 0.7811 697.05 1.1262 6.4791 0.4789 21.61 1.1284

    May-1997 88.58 0.7613 679.04 1.1056 6.3128 0.4644 21.23 1.0880

    Jun-1997 85.20 0.7455 661.74 1.0996 6.1807 0.4482 20.73 1.0662

    Jul-1997 87.89 0.7452 663.94 1.1477 6.1778 0.4551 21.31 1.0949

    Aug-1997 87.50 0.7344 662.54 1.1455 6.0871 0.4541 21.10 1.1148

    Sep-1997 87.17 0.7198 658.26 1.1272 5.9635 0.4467 20.59 1.1042

    Oct-1997 84.61 0.7036 678.45 1.1277 5.8283 0.4221 21.78 1.1165

    Nov-1997 86.75 0.6803 793.40 1.1040 5.6330 0.4059 21.82 1.0832

    Dec-1997 84.79 0.6527 1088.70 1 .1219 5.4042 0.3937 21.26 1.0962

    Jan-1998 85.30 0.6693 1051.14 1 .1560 5.5408 0.4094 22.76 1.1582

    Feb-1998 85.85 0.6745 1103.48 1 .1619 5.5842 0.4105 21.60 1.0890

    Mar-1998 87.87 0.6634 921.13 1.1979 5.4924 0.3955 21.77 1.0669Apr-1998 85.82 0.6499 872.17 1.1712 5.3799 0.3889 21.44 1.0304

    May-1998 86.44 0.6236 878.65 1.1671 5.1631 0.3835 21.21 1.0439

    Jun-1998 86.16 0.6135 843.72 1.1931 5.0797 0.3681 21.15 1.0477

    Jul-1998 87.89 0.6113 749.76 1.1861 5.0615 0.3734 21.00 1.0554

    Aug-1998 80.69 0.5691 773.12 1.1453 4.7121 0.3401 19.82 1.0131

    Sep-1998 80.57 0.5945 825.46 1.1850 4.9214 0.3482 20.46 1.0004

    Oct-1998 72.34 0.6263 822.74 1.1804 5.1843 0.3728 20.35 1.0166

    Nov-1998 78.20 0.6323 789.11 1.1975 5.2343 0.3828 20.50 1.0460

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    20/49

    Dec-1998 70.51 0.6139 730.85 1.1634 5.0823 0.3686 19.77 1.0190

    Jan-1999 73.04 0.6286 0.5506 738.98 1.1701 5.2034 0.3819 20.32 1.0628

    Feb-1999 75.16 0.6225 0.5664 762.25 1.1830 5.1536 0.3887 20.55 1.0747

    Mar-1999 75.62 0.6293 0.5865 771.46 1.1822 5.2106 0.3905 20.86 1.0892

    Apr-1999 78.62 0.6598 0.6209 783.35 1.1805 5.4627 0.4096 21.58 1.1238

    May-1999 78.86 0.6491 0.6203 769.70 1.2121 5.3736 0.4049 21.25 1.1213

    Jun-1999 79.66 0.6596 0.6379 763.72 1.2466 5.4606 0.4188 21.28 1.1224Jul-1999 75.09 0.6520 0.6074 787.22 1.2320 5.3968 0.4036 20.99 1.0993

    Aug-1999 70.68 0.6379 0.6071 755.31 1.2348 5.2800 0.4005 20.31 1.0742

    Sep-1999 69.47 0.6536 0.6140 795.10 1.2610 5.4104 0.3975 20.77 1.1116

    Oct-1999 67.68 0.6446 0.6120 773.58 1.2602 5.3357 0.3932 20.46 1.0756

    Nov-1999 64.92 0.6376 0.6311 739.23 1.2448 5.2784 0.3974 20.19 1.0739

    Dec-1999 66.94 0.6538 0.6486 740.62 1.2549 5.4131 0.4048 20.50 1.0892

    Jan-2000 68.20 0.6382 0.6509 718.77 1.2901 5.2831 0.3938 19.61 1.0869

    Feb-2000 67.72 0.6143 0.6347 695.23 1.2635 5.0855 0.3846 18.88 1.0538

    Mar-2000 63.77 0.6055 0.6317 669.86 1.2198 5.0128 0.3799 18.46 1.0411

    Apr-2000 62.91 0.5909 0.6483 655.40 1.2069 4.8925 0.3758 18.09 1.0076

    May-2000 61.16 0.5735 0.6161 647.40 1.2486 4.7470 0.3829 17.65 0.9931

    Jun-2000 63.19 0.5986 0.6282 667.56 1.2780 4.9552 0.3941 18.44 1.0351Jul-2000 63.65 0.5822 0.6306 650.20 1.2804 4.8203 0.3869 18.08 1.0091

    Aug-2000 61.20 0.5748 0.6430 637.80 1.3340 4.7587 0.3948 17.86 0.9893

    Sep-2000 58.59 0.5433 0.6161 605.59 1.3355 4.4985 0.3712 17.02 0.9456

    Oct-2000 56.11 0.5148 0.6123 587.62 1.2993 4.2615 0.3550 16.68 0.9042

    Nov-2000 58.13 0.5227 0.6089 634.01 1.2913 4.3266 0.3681 17.26 0.9189

    Dec-2000 63.57 0.5540 0.5963 697.76 1.2588 4.5861 0.3715 18.37 0.9593

    Jan-2001 63.71 0.5466 0.5898 690.90 1.2437 4.5251 0.3739 17.69 0.9530

    Feb-2001 61.09 0.5250 0.5724 656.33 1.2226 4.3460 0.3645 17.00 0.9144

    Mar-2001 60.96 0.4890 0.5559 650.69 1.2119 4.0479 0.3425 16.04 0.8812

    Apr-2001 63.02 0.5088 0.5705 671.74 1.2359 4.2115 0.3543 16.74 0.9253

    May-2001 60.77 0.5100 0.5988 657.39 1.2322 4.2216 0.3583 17.30 0.9213

    Jun-2001 62.94 0.5075 0.6002 660.23 1.2546 4.2006 0.3603 17.48 0.9240

    Jul-2001 62.92 0.5041 0.5759 656.59 1.2280 4.1723 0.3529 17.51 0.9083

    Aug-2001 63.48 0.5342 0.5815 685.11 1.2072 4.4214 0.3660 18.46 0.9292

    Sep-2001 58.69 0.4923 0.5383 644.32 1.2117 4.0747 0.3345 17.00 0.8681

    Oct-2001 61.60 0.5053 0.5570 654.36 1.2211 4.1823 0.3477 17.44 0.9215

    Nov-2001 64.48 0.5200 0.5863 657.28 1.2560 4.3042 0.3653 17.92 0.9521

    Dec-2001 67.04 0.5106 0.5764 672.97 1.2283 4.2260 0.3518 17.87 0.9454

    Jan-2002 67.42 0.5078 0.5887 663.39 1.2245 4.2028 0.3589 17.75 0.9295

    Feb-2002 69.13 0.5164 0.5977 684.75 1.2289 4.2740 0.3640 18.13 0.9475

    Mar-2002 70.53 0.5316 0.6086 704.37 1.2087 4.4002 0.3727 18.61 0.9795

    Apr-2002 69.09 0.5397 0.5975 698.37 1.2036 4.4673 0.3704 18.74 0.9767

    May-2002 70.27 0.5674 0.6047 694.10 1.1777 4.6961 0.3871 19.34 1.0122

    Jun-2002 67.48 0.5648 0.5715 678.89 1.1574 4.6749 0.3700 18.95 0.9966

    Jul-2002 65.46 0.5478 0.5569 651.88 1.1631 4.5339 0.3482 18.53 0.9657Aug-2002 65.23 0.5532 0.5617 663.78 1.1758 4.5787 0.3572 18.94 0.9672

    Sep-2002 66.05 0.5435 0.5530 668.07 1.1588 4.4987 0.3476 18.99 0.9654

    Oct-2002 67.86 0.5534 0.5603 677.69 1.1446 4.5805 0.3547 19.24 0.9771

    Nov-2002 68.58 0.5608 0.5645 677.50 1.1302 4.6419 0.3615 19.52 0.9886

    Dec-2002 67.14 0.5662 0.5403 672.53 1.0762 4.6864 0.3532 19.69 0.9842

    Jan-2003 70.04 0.5884 0.5439 688.49 1.0781 4.8701 0.3558 20.42 1.0224

    Feb-2003 71.25 0.6054 0.5629 719.46 1.0768 5.0111 0.3834 21.06 1.0518

    Mar-2003 71.97 0.6036 0.5576 759.21 1.0911 4.9962 0.3828 20.98 1.0652

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    21/49

    Apr-2003 74.36 0.6230 0.5601 756.14 1.1135 5.1566 0.3902 21.72 1.1058

    May-2003 77.18 0.6522 0.5493 786.55 1.1282 5.3983 0.3951 22.64 1.1286

    Jun-2003 79.99 0.6674 0.5840 797.48 1.1454 5.5243 0.4038 23.11 1.1750

    Jul-2003 78.35 0.6529 0.5760 770.75 1.1212 5.4042 0.4048 22.46 1.1490

    Aug-2003 74.89 0.6400 0.5885 753.73 1.1189 5.2973 0.4060 21.87 1.1246

    Sep-2003 75.45 0.6801 0.5847 782.32 1.1444 5.6292 0.4071 22.95 1.1756

    Oct-2003 76.84 0.7046 0.6063 833.47 1.1536 5.8318 0.4153 23.92 1.2235Nov-2003 78.90 0.7206 0.6047 867.24 1.1282 5.9646 0.4203 24.66 1.2438

    Dec-2003 80.18 0.7500 0.5963 895.88 1.1429 6.2075 0.4211 25.48 1.2762

    Jan-2004 80.99 0.7644 0.6157 899.09 1.1406 6.3269 0.4208 25.52 1.3007

    Feb-2004 84.43 0.7708 0.6198 907.62 1.1231 6.3799 0.4137 25.72 1.3138

    Mar-2004 79.08 0.7589 0.6203 872.01 1.1476 6.2815 0.4140 25.09 1.2738

    Apr-2004 79.50 0.7220 0.6033 848.17 1.1580 5.9759 0.4069 24.07 1.2302

    May-2004 78.22 0.7143 0.5850 830.50 1.1322 5.9122 0.3890 23.86 1.2129

    Jun-2004 74.82 0.6889 0.5702 794.03 1.0970 5.7017 0.3815 23.26 1.1833

    Jul-2004 78.22 0.6986 0.5802 819.28 1.1040 5.7822 0.3848 23.87 1.2045

    Aug-2004 76.85 0.7011 0.5806 808.19 1.0756 5.8028 0.3900 23.87 1.2008

    Sep-2004 79.15 0.7147 0.5794 823.73 1.0680 5.9153 0.3968 24.29 1.2081

    Oct-2004 79.22 0.7461 0.5857 836.53 1.0948 6.1751 0.4078 24.96 1.2413Nov-2004 80.14 0.7775 0.5858 814.43 1.0886 6.4350 0.4113 24.99 1.2758

    Dec-2004 79.99 0.7790 0.5717 806.30 1.0834 6.4474 0.4043 24.73 1.2729

    Jan-2005 80.17 0.7744 0.5945 795.12 1.0887 6.4093 0.4110 24.63 1.2695

    Feb-2005 82.79 0.7905 0.5961 794.06 1.0887 6.5426 0.4114 24.65 1.2858

    Mar-2005 82.69 0.7719 0.5973 785.89 1.0898 6.3886 0.4107 24.40 1.2741

    Apr-2005 82.33 0.7811 0.6036 780.28 1.0700 6.4648 0.4081 24.53 1.2823

    May-2005 81.81 0.7557 0.6096 762.39 1.0681 6.2546 0.4164 23.69 1.2588

    Jun-2005 84.14 0.7637 0.6315 784.09 1.0907 6.3208 0.4224 24.11 1.2859

    Jul-2005 85.19 0.7595 0.6262 778.91 1.1122 6.1580 0.4327 24.24 1.2619

    Aug-2005 83.17 0.7471 0.6121 775.75 1.0846 6.0495 0.4185 24.45 1.2590

    Sep-2005 86.05 0.7615 0.6326 793.41 1.0995 6.1624 0.4324 25.24 1.2865

    Oct-2005 86.62 0.7487 0.6214 780.63 1.0661 6.0535 0.4221 25.17 1.2667

    Nov-2005 88.33 0.7389 0.6274 764.10 1.0512 5.9705 0.4301 24.74 1.2505

    Dec-2005 85.98 0.7337 0.6175 739.17 1.0706 5.9213 0.4246 24.08 1.2205

    Jan-2006 88.33 0.7510 0.6208 723.44 1.1005 6.0543 0.4245 24.02 1.2220

    Feb-2006 85.91 0.7382 0.6225 715.87 1.1175 5.9299 0.4241 23.95 1.1990

    Mar-2006 84.05 0.7159 0.5889 697.36 1.1700 5.7397 0.4102 23.23 1.1583

    Apr-2006 86.16 0.7542 0.6020 710.61 1.1907 6.0438 0.4186 24.04 1.1931

    May-2006 85.53 0.7636 0.5932 722.10 1.1885 6.1267 0.4055 24.45 1.2028

    Jun-2006 85.11 0.7433 0.5841 706.21 1.2159 5.9413 0.4049 24.09 1.1802

    Jul-2006 87.54 0.7658 0.6000 731.11 1.2360 6.1033 0.4107 25.09 1.2084

    Aug-2006 89.50 0.7627 0.5947 732.88 1.1701 6.0671 0.4005 25.11 1.1996

    Sep-2006 88.17 0.7480 0.5891 707.05 1.1446 5.9138 0.3991 24.73 1.1870

    Oct-2006 90.39 0.7692 0.6051 725.70 1.1565 6.0598 0.4050 25.57 1.2013

    Nov-2006 91.20 0.7850 0.5960 730.48 1.1544 6.1528 0.4028 25.49 1.2120Dec-2006 94.13 0.7913 0.6012 735.63 1.1216 6.1791 0.4030 25.79 1.2133

    Jan-2007 93.84 0.7720 0.5957 727.26 1.1211 6.0015 0.3933 25.45 1.1866

    Feb-2007 93.35 0.7880 0.5959 740.92 1.1241 6.0994 0.4013 25.96 1.2067

    Mar-2007 94.94 0.8070 0.6049 759.27 1.1310 6.2386 0.4111 26.69 1.2240

    Apr-2007 98.84 0.8268 0.6064 769.75 1.1188 6.3706 0.4144 27.54 1.2566

    May-2007 100.21 0.8244 0.6137 764.88 1.1276 6.3044 0.4173 27.19 1.2608

    Jun-2007 104.70 0.8487 0.6311 784.84 1.1025 6.4642 0.4236 27.86 1.3005

    Jul-2007 101.87 0.8572 0.6258 788.15 1.1176 6.4888 0.4229 28.14 1.2955

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    22/49

    Aug-2007 95.42 0.8214 0.6010 770.80 1.1656 6.1978 0.4076 27.14 1.2500

    Sep-2007 101.64 0.8827 0.6232 809.04 1.1662 6.6314 0.4367 28.90 1.3158

    Oct-2007 105.74 0.9216 0.6384 830.07 1.2049 6.8806 0.4455 29.87 1.3358

    Nov-2007 97.83 0.8865 0.6014 819.52 1.1474 6.5449 0.4297 28.60 1.2817

    Dec-2007 98.77 0.8816 0.5980 825.18 1.1354 6.4389 0.4412 28.61 1.2707

    Jan-2008 94.61 0.8884 0.5987 839.98 1.1375 6.3810 0.4474 28.58 1.2595

    Feb-2008 99.27 0.9466 0.6237 887.67 1.1610 6.7271 0.4762 29.09 1.3182Mar-2008 91.58 0.9180 0.5813 910.61 1.1557 6.4393 0.4608 27.93 1.2665

    Apr-2008 96.96 0.9337 0.5991 936.27 1.2035 6.5345 0.4753 28.43 1.2715

    May-2008 100.73 0.9559 0.6160 984.39 1.2230 6.6351 0.4833 29.07 1.3041

    Jun-2008 101.93 0.9626 0.6096 1005.27 1.2609 6.6002 0.4829 29.23 1.3106

    Jul-2008 101.87 0.9434 0.6051 953.54 1.2872 6.4458 0.4768 28.90 1.2911

    Aug-2008 94.18 0.8639 0.5857 940.48 1.2270 5.9067 0.4717 27.24 1.2233

    Sep-2008 83.41 0.7996 0.5565 964.20 1.1925 5.4733 0.4435 25.80 1.1438

    Oct-2008 65.26 0.6680 0.5223 847.56 1.1429 4.5625 0.4102 21.91 0.9895

    Nov-2008 62.58 0.6572 0.5091 960.04 1.1889 4.4870 0.4269 21.90 0.9903

    Dec-2008 62.57 0.6928 0.4919 872.62 1.1955 4.7315 0.4796 22.72 0.9967

    Jan-2009 57.53 0.6438 0.4995 889.28 1.2626 4.4034 0.4530 21.69 0.9708

    Feb-2009 62.99 0.6454 0.5069 982.14 1.2747 4.4130 0.4513 22.54 0.9946Mar-2009 67.48 0.6873 0.5190 955.35 1.2094 4.6974 0.4804 23.34 1.0441

    Apr-2009 70.72 0.7265 0.5460 939.55 1.2836 4.9584 0.4896 24.09 1.0757

    May-2009 76.38 0.7912 0.5648 991.18 1.2569 5.4026 0.4937 25.79 1.1461

    Jun-2009 77.76 0.8114 0.5751 1031.94 1.2428 5.5442 0.4872 26.66 1.1749

    Jul-2009 78.95 0.8281 0.5862 1016.78 1.2625 5.6582 0.5007 27.17 1.1926

    Aug-2009 77.88 0.8393 0.5877 1048.12 1.2296 5.7336 0.5168 27.61 1.2109

    Sep-2009 78.82 0.8801 0.6015 1037.90 1.2193 6.0083 0.5487 28.30 1.2445

    Oct-2009 83.49 0.9161 0.6169 1083.70 1.2510 6.2547 0.5533 29.76 1.2794

    Nov-2009 79.24 0.9178 0.6092 1064.92 1.2738 6.2669 0.5539 29.54 1.2690

    Dec-2009 82.82 0.8969 0.6241 1045.86 1.2354 6.1228 0.5581 28.84 1.2589

    Jan-2010 80.12 0.8909 0.6395 1030.59 1.2662 6.0830 0.5523 28.48 1.2530

    Feb-2010 79.42 0.8899 0.6551 1031.75 1.2828 6.0750 0.5826 28.54 1.2532

    Mar-2010 85.55 0.9159 0.6827 1037.49 1.2905 6.2520 0.6072 29.09 1.2840

    Apr-2010 87.49 0.9300 0.7023 1030.77 1.2828 6.3486 0.6065 29.17 1.2719

    May-2010 77.71 0.8490 0.6901 1016.93 1.2430 5.7971 0.5876 27.13 1.1898

    Jun-2010 75.46 0.8523 0.6979 1041.94 1.2308 5.7863 0.5666 27.43 1.1940

    Jul-2010 77.67 0.8986 0.6878 1063.72 1.2455 6.0866 0.5754 28.73 1.2241

    Aug-2010 75.06 0.8918 0.7053 1069.22 1.2727 6.0713 0.5780 28.55 1.2101

    Sep-2010 80.58 0.9667 0.7121 1103.10 1.3131 6.4678 0.6098 30.23 1.2732

    Oct-2010 78.67 0.9761 0.7029 1097.09 1.2961 6.5181 0.6125 29.86 1.2678

    Nov-2010 80.88 0.9618 0.7348 1111.41 1.2924 6.4130 0.6191 29.30 1.2691

    Dec-2010 82.83 1.0163 0.7647 1146.89 1.3171 6.7015 0.6585 29.63 1.3068

    Jan-2011 81.43 0.9924 0.7294 1113.03 1.2860 6.5409 0.6254 28.85 1.2759

    Feb-2011 83.00 1.0163 0.7388 1146.18 1.3518 6.6848 0.6311 30.23 1.2934

    Mar-2011 85.60 1.0334 0.7309 1137.15 1.3592 6.7727 0.6420 30.46 1.3028Apr-2011 88.91 1.0900 0.7344 1168.04 1.3598 7.0753 0.6542 31.26 1.3376

    May-2011 87.15 1.0709 0.7447 1155.61 1.2993 6.9399 0.6479 30.75 1.3196

    Jun-2011 86.33 1.0739 0.7405 1146.87 1.2953 6.9410 0.6667 30.84 1.3204

    Jul-2011 84.92 1.0954 0.7663 1154.33 1.2652 7.0567 0.6710 31.60 1.3206

    Aug-2011 81.85 1.0691 0.7408 1140.57 1.2514 6.8194 0.6556 31.04 1.2877

    Sep-2011 74.88 0.9781 0.7213 1152.50 1.2757 6.2472 0.6269 29.88 1.2686

    Oct-2011 83.23 1.0509 0.7511 1165.92 1.2997 6.6755 0.6580 31.43 1.3159

    Nov-2011 78.05 1.0021 0.7516 1141.74 1.3135 6.3822 0.6425 30.39 1.2975

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    23/49

    Dec-2011 78.73 1.0156 0.7847 1170.99 1.3145 6.4096 0.6589 30.78 1.3210

    Jan-2012 81.03 1.0637 0.8063 1195.97 1.2909 6.7194 0.6759 31.46 1.3340

    Feb-2012 86.92 1.0816 0.8021 1209.50 1.2841 6.8086 0.6788 31.81 1.3486

    Mar-2012 85.34 1.0402 0.7788 1178.29 1.2690 6.5526 0.6507 30.72 1.3071

    Apr-2012 83.77 1.0453 0.7889 1181.24 1.2718 6.5957 0.6420 30.46 1.2925

    Jun-98 1.1931Jun-99 1.2466 4.48%Jun-00 1.2780 2.52%Jun-01 1.2546 -1.83%Jun-02 1.1574 -7.75%Jun-03 1.1454 -1.04%Jun-04 1.0970 -4.23%

    Jun-05 1.0907 -0.57%Jun-06 1.2159 11.48%Jun-07 1.1025 -9.33%

    Jun-08 1.2609 14.37%Jun-09 1.2428 -1.44%Jun-10 1.2308 -0.97%Jun-11 1.2953 5.24%

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    24/49

    Indonesian Hong Kong Malaysian Special Trade-weighted

    rupiah dollar ringgit Drawing index

    Right May 1970 = 100

    RBA RBA RBA IMF RBA

    FXRIR FXRHKD FXRMR FXRSDR FXRTWI

    -0.42%0.03%0.58%

    0.03%0.19%

    1.1200 0.03%

    1.1200 0.21%1.1200 -0.02%1.1200 -0.01%1.1200 100.0 -0.18%1.1200 99.6 -0.24%1.1200 99.4 -0.22%1.1200 99.1 -0.31%1.1200 99.2 0.16%1.1200 99.2 0.12%1.1200 99.2 0.00%1.1200 99.3 0.13%1.1200 100.0 1.00%1.1200 100.0 0.04%

    1.1200 100.0 -0.04%1.1200 100.0 0.09%1.1200 99.8 -0.05%1.1200 99.8 0.04%1.1200 99.7 -0.02%1.1200 99.3 1.98%1.1200 99.8 0.72%1.1200 99.4 0.38%1.1200 99.3 0.01%1.1200 99.8 2.54%1.1200 98.8 0.00%1.1200 98.1 0.00%

    1.1200 97.8 0.00%1.1200 97.9 0.00%1.1200 97.9 0.00%1.1200 98.5 0.00%1.1200 98.6 0.00%1.1200 98.5 0.00%1.1200 98.9 0.00%1.1200 99.8 0.00%1.1200 99.4 0.00%

    http://www.imf.org/http://www.imf.org/
  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    25/49

    1.1743 106.5 7.05%1.1743 105.9 0.00%1.1743 110.7 11.11%1.1743 110.5 0.00%1.1743 110.5 0.00%1.1743 109.1 0.00%

    1.1743 107.9 0.00%1.1743 107.9 0.00%1.1743 108.9 0.00%1.2331 113.9 5.00%1.2331 113.8 0.00%1.2331 117.3 0.00%1.2331 118.1 0.00%1.2331 121.3 0.00%1.2331 119.0 0.00%1.2331 115.5 0.00%1.2331 116.0 0.00%1.2331 117.0 0.00%

    1.2331 117.3 0.00%1.2365 118.8 0.00%1.2557 120.5 0.00%1.1038 105.3 -11.91%1.0966 105.3 0.02%1.0906 105.3 0.43%1.0838 105.3 0.82%1.0803 105.3 0.86%1.0843 105.3 2.11%1.0841 105.3 -0.94%1.0802 105.3 -0.94%1.0773 105.3 0.16%1.0723 105.3 -1.30%

    1.0896 105.3 -2.12%1.0778 105.3 -1.41%1.0788 105.3 -1.83%1.0719 105.3 1.19%1.0755 105.3 -0.91%1.0738 105.3 -0.18%1.0771 105.3 0.14%1.0787 105.3 0.15%1.0798 105.3 -0.96%1.0767 105.3 -0.77%1.0742 105.3 -0.96%1.0781 105.3 0.69%

    1.0828 105.3 0.41%1.0829 105.3 0.44%1.0693 105.3 -0.71%1.0618 105.3 -0.91%0.8804 86.9 -17.44%0.9351 92.2 7.32%0.9431 92.2 0.06%0.9487 92.5 0.89%0.9516 92.5 0.58%

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    26/49

    0.9503 92.5 0.13%0.9503 92.5 -0.05%0.9568 92.5 1.05%0.9582 92.5 0.63%0.9511 91.5 -1.55%0.9519 91.5 0.23%

    0.9522 90.9 1.44%0.9527 90.0 0.34%0.9397 89.4 1.24%0.9367 89.2 -0.28%0.9265 88.5 -0.15%0.9243 87.5 0.58%0.9267 87.5 -0.60%0.9265 87.3 -0.53%0.9258 86.2 1.53%0.9169 84.7 0.66%0.9066 83.7 -0.26%0.9028 83.6 0.39%

    0.8816 82.2 2.81%0.8930 83.2 -4.44%0.8831 82.7 1.25%0.8817 82.8 -1.49%0.8752 82.4 -0.45%0.8690 82.3 -0.90%0.8662 82.8 -1.41%0.8707 83.1 0.22%0.8683 83.1 1.48%0.8690 83.3 0.81%0.8678 83.5 -0.16%0.8574 83.5 0.12%0.8535 83.8 -2.87%

    0.8365 83.6 -0.29%0.8392 83.3 1.03%0.8413 83.2 0.13%0.8427 83.5 -0.74%0.8657 84.4 -1.42%0.8608 84.5 2.90%0.8713 84.8 2.52%0.8741 85.0 1.31%0.8784 85.5 -0.44%0.8862 85.8 1.14%0.8907 85.8 0.29%0.9090 86.2 0.31%

    0.9119 86.8 -0.71%0.9257 87.1 1.41%0.9409 87.5 -0.85%0.9455 88.2 -1.20%0.9511 88.8 1.02%0.9599 89.5 -1.53%0.9730 90.8 -1.04%0.9978 92.9 0.83%1.0074 94.2 -1.08%

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    27/49

    1.0160 94.4 1.34%0.9972 93.8 -0.82%0.9859 93.0 -0.56%0.9752 91.2 1.44%0.9690 90.5 -2.04%0.9578 90.1 -2.53%

    0.9531 89.2 -2.31%0.9436 88.8 -2.21%0.9390 88.2 1.00%0.9348 88.0 -1.19%0.9360 88.2 -2.47%0.9118 86.1 -2.59%0.8903 84.1 -3.16%0.8853 83.8 -1.56%0.8817 83.9 -1.33%0.8845 83.5 1.93%0.8889 83.4 2.70%0.8929 83.6 -0.90%

    0.8813 82.4 -1.15%0.8000 76.1 -10.17%0.8025 76.2 0.59%0.8187 77.6 1.61%0.8186 77.7 -0.85%0.8346 78.8 0.74%0.8410 79.6 -0.28%0.8483 80.4 2.05%0.8647 81.7 2.18%0.8689 82.0 -0.35%

    897 7.0167 2.1089 0.8616 81.1 -1.18%913 7.1648 2.1477 0.8875 83.5 1.75%936 7.3376 2.1995 0.8899 84.2 2.73%

    935 7.2967 2.1444 0.8786 82.9 -0.84%925 7.1906 2.1075 0.8787 82.6 -1.59%907 7.0263 2.0798 0.8635 81.6 -2.27%874 6.7341 1.9972 0.8352 79.2 -4.21%852 6.5114 1.9476 0.8191 78.7 -3.63%890 6.6525 1.9786 0.8346 80.1 2.27%881 6.5045 1.9742 0.8342 80.3 -1.86%901 6.6394 2.0411 0.8519 82.0 1.88%917 6.7309 2.0738 0.8667 83.5 1.28%888 6.4759 2.0078 0.8419 81.3 -3.70%882 6.3554 2.0310 0.8357 80.8 -1.55%780 5.5691 1.8427 0.7439 72.3 -12.42%

    777 5.4998 1.7749 0.7141 69.2 -1.22%723 5.0729 1.6125 0.6605 64.2 -7.49%735 5.1140 1.6271 0.6614 64.8 0.87%744 5.1663 1.6578 0.6668 65.0 1.14%811 5.6347 1.7876 0.7045 68.5 9.26%786 5.4893 1.7469 0.6785 66.4 -3.26%793 5.4978 1.7286 0.6686 64.8 0.61%786 5.4619 1.7120 0.6532 63.4 -1.06%768 5.3440 1.6598 0.6290 60.9 -2.17%

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    28/49

    766 5.3185 1.6451 0.6214 60.7 -0.60%806 5.5848 1.7673 0.6453 62.7 5.08%791 5.4704 1.7407 0.6042 59.8 -2.00%801 5.5646 1.8285 0.6284 61.1 1.53%831 5.7602 1.9013 0.6268 61.4 3.82%809 5.5945 1.8893 0.6209 60.7 -3.04%

    766 5.2889 1.7772 0.5781 56.3 -5.50%676 4.6677 1.5686 0.4999 49.3 -11.70%689 4.7481 1.5888 0.5032 50.3 1.76%

    1025 4.8953 1.6460 0.5182 51.9 3.11%1053 5.0076 1.6841 0.5339 54.0 2.33%1073 5.0522 1.6882 0.5375 54.3 1.06%1091 5.1848 1.7301 0.5448 55.0 2.47%1077 5.1262 1.6702 0.5174 52.8 -0.60%1109 5.2611 1.6975 0.5338 54.1 2.12%1160 5.5006 1.7671 0.5486 55.4 4.52%1156 5.5003 1.7444 0.5421 54.5 -0.07%1177 5.5719 1.7825 0.5534 55.8 1.26%

    1187 5.6248 1.8192 0.5634 56.6 0.92%1144 5.4509 1.7749 0.5515 55.3 -3.12%1168 5.5614 1.7924 0.5530 55.2 2.09%1187 5.6174 1.8245 0.5626 56.2 0.98%1114 5.2738 1.6964 0.5101 51.7 -6.07%1164 5.4847 1.7570 0.5207 52.3 4.37%1192 5.6113 1.7997 0.5137 52.0 2.45%1185 5.5666 1.8245 0.5209 52.5 -1.20%1195 5.6139 1.8598 0.5290 53.1 0.84%1226 5.7711 1.8935 0.5350 53.8 2.64%1266 5.9311 1.9528 0.5489 55.2 2.67%1347 6.2906 2.0828 0.5871 58.9 6.14%1340 6.1960 2.0700 0.6059 59.8 -1.38%

    1362 6.2835 2.1195 0.6157 61.0 1.32%1371 6.2975 2.1532 0.6241 61.8 0.30%1336 6.1137 2.0997 0.6067 60.0 -2.97%1416 6.4493 2.2051 0.6172 61.1 5.45%1511 6.8562 2.3494 0.6422 63.7 6.36%1481 6.6804 2.3210 0.6382 63.2 -2.57%1547 6.9339 2.4265 0.6793 66.7 3.92%1395 6.2369 2.1865 0.6020 59.6 -10.06%1438 6.3803 2.2493 0.6332 62.2 2.48%1394 6.1676 2.1371 0.6112 60.0 -3.25%1325 5.8188 2.0334 0.6048 58.8 -5.60%1339 5.8876 2.0416 0.6051 59.4 0.92%

    1335 5.8725 2.0033 0.5873 57.8 -0.38%1367 5.9782 2.0602 0.6101 60.0 1.75%1385 6.0579 2.0877 0.6110 59.8 1.41%1403 6.1154 2.1120 0.6125 60.7 0.86%1402 6.1070 2.1132 0.6067 60.4 -0.20%1427 6.1908 2.1383 0.5990 61.1 1.43%1394 6.0208 2.0808 0.5807 59.4 -2.76%1378 5.9298 2.0529 0.5765 59.0 -1.48%1374 5.8922 2.0575 0.5809 59.8 -0.68%

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    29/49

    1373 5.8518 2.0406 0.5767 59.6 -0.44%1412 5.9842 2.0785 0.5818 60.2 2.42%1456 6.1462 2.1386 0.5967 61.6 2.59%1461 6.1343 2.1337 0.5822 60.4 0.14%1517 6.3431 2.1935 0.5898 61.4 3.30%1541 6.4153 2.2318 0.5939 61.6 1.26%

    1469 6.1132 2.1191 0.5480 57.2 -5.06%1459 6.0392 2.0939 0.5378 56.9 -1.30%1470 6.0317 2.0879 0.5472 57.3 -0.15%1501 6.1148 2.1181 0.5475 57.5 1.50%1507 6.1173 2.1327 0.5531 57.9 0.03%1498 6.0427 2.1543 0.5719 59.7 -1.26%1516 6.0940 2.1567 0.5892 60.2 0.84%1482 5.8844 2.0999 0.5656 58.5 -2.66%1500 5.9497 2.1372 0.5825 59.7 0.95%1523 6.0334 2.1672 0.5827 60.1 1.22%1541 6.0907 2.1861 0.5864 60.5 0.94%1573 6.1917 2.1918 0.5886 60.6 1.87%

    1549 6.0874 2.1524 0.5737 59.3 -1.98%1557 6.0899 2.1598 0.5655 59.0 0.14%1514 5.9112 2.0716 0.5313 55.9 -3.19%1503 5.8207 1.9712 0.5359 55.8 -1.32%1516 5.8568 1.9532 0.5460 56.8 0.64%1550 5.9466 1.9859 0.5602 58.6 1.83%1535 5.8891 1.9203 0.5536 57.9 -1.18%1539 5.8796 1.9060 0.5471 56.9 -0.05%1522 5.7893 1.8757 0.5213 55.2 -1.33%1515 5.7568 1.8624 0.5166 54.7 -0.61%1451 5.5141 1.7781 0.4825 51.6 -4.14%1455 5.5181 1.7825 0.4875 51.7 0.08%1426 5.3758 1.7452 0.4946 51.9 -2.61%

    1405 5.2807 1.7296 0.4945 51.8 -1.88%1419 5.3252 1.7966 0.4997 52.4 0.84%1401 5.2483 1.7805 0.4889 51.6 -1.37%1437 5.3803 1.8323 0.5036 52.7 2.52%1462 5.4567 1.8312 0.5085 52.9 1.45%1476 5.5009 1.8281 0.5010 52.3 0.82%1407 5.2279 1.7317 0.4738 49.4 -4.88%1404 5.2096 1.7370 0.4818 49.5 -0.69%1432 5.3003 1.7529 0.4907 50.9 1.67%1410 5.1979 1.7092 0.4769 49.3 -1.84%1360 4.9930 1.6455 0.4546 47.3 -3.80%1402 5.1486 1.7036 0.4789 49.4 3.22%

    1387 5.0887 1.6854 0.4763 49.1 -1.13%1416 5.1838 1.8140 0.4921 50.8 1.90%1509 5.4928 1.9633 0.5146 54.0 5.98%1533 5.5479 1.9582 0.5143 53.6 0.93%1503 5.4148 1.8760 0.4972 52.1 -2.37%1532 5.5035 1.9114 0.5035 52.6 1.66%1586 5.6875 1.8983 0.5201 54.6 3.33%1576 5.6352 1.8981 0.5026 53.0 -0.95%1602 5.7118 1.9183 0.5078 53.9 1.40%

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    30/49

    1615 5.7380 1.8986 0.5122 53.9 0.43%1612 5.7128 1.8963 0.5042 53.4 -0.43%1623 5.7355 1.8948 0.4971 53.1 0.39%1683 5.9353 1.9622 0.5255 55.5 3.40%1709 6.0114 1.9867 0.5336 56.2 1.22%1674 5.8677 1.9409 0.5144 54.5 -2.38%

    1636 5.7180 1.8880 0.4944 52.9 -2.48%1615 5.6293 1.8456 0.4677 50.7 -1.56%1625 5.6483 1.8009 0.4621 49.6 0.26%1596 5.5216 1.7590 0.4531 48.5 -2.21%1592 5.4833 1.7283 0.4539 48.4 -0.73%1667 5.7178 1.8162 0.4753 51.0 4.28%1705 5.8258 1.8791 0.5070 53.9 1.83%1718 5.8384 1.8932 0.5024 53.8 0.35%1729 5.8504 1.9256 0.5031 54.3 0.21%1714 5.7774 1.8990 0.5020 53.8 -1.28%1719 5.7609 1.8928 0.5009 53.9 -0.25%1728 5.7589 1.9064 0.5121 54.7 -0.04%

    1781 5.9029 1.9441 0.5182 55.5 2.52%1827 6.0262 1.9769 0.5345 56.8 2.07%1834 6.0747 1.9570 0.5404 57.1 0.78%1862 6.1767 1.9960 0.5519 58.7 1.64%1835 6.1070 1.9686 0.5476 58.1 -1.16%1819 5.9795 1.9280 0.5290 56.5 -2.02%1853 6.1153 1.9723 0.5420 57.9 2.30%1841 6.1279 1.9864 0.5494 58.5 0.19%1844 6.1231 2.0014 0.5482 58.6 -0.06%1900 6.2686 2.0478 0.5598 59.9 2.37%1882 6.1617 2.0133 0.5548 59.4 -1.75%1813 5.9051 1.8949 0.5484 58.1 -4.33%1860 6.0074 1.9270 0.5586 59.3 1.81%

    1889 6.0952 1.9497 0.5703 60.5 1.38%1901 6.0504 1.9613 0.5727 60.7 -0.69%1854 5.8978 1.9120 0.5474 58.0 -2.53%1812 5.7758 1.8816 0.5348 56.7 -2.08%1941 5.7719 1.9636 0.5503 58.3 -0.04%2196 5.6890 2.1536 0.5402 58.2 -1.45%2360 5.5702 2.3289 0.5268 57.7 -1.99%2579 5.4402 2.4204 0.5105 57.1 -2.25%2483 5.2593 2.3811 0.4988 57.0 -3.31%3492 5.0576 2.5364 0.4833 58.1 -4.06%8366 5.1787 2.9349 0.4948 61.9 2.54%5936 5.2235 2.4653 0.5015 60.6 0.78%

    5672 5.1404 2.4164 0.4950 59.6 -1.65%5232 5.0341 2.4339 0.4829 58.0 -2.03%6969 4.8320 2.4169 0.4645 57.5 -4.05%9126 4.7538 2.5614 0.4617 57.9 -1.62%8069 4.7360 2.5277 0.4577 57.3 -0.36%6260 4.4084 2.3891 0.4280 53.4 -6.90%6414 4.6070 2.2591 0.4321 54.5 4.46%4776 4.8518 2.3799 0.4444 54.2 5.35%4726 4.8961 2.4027 0.4573 55.6 0.96%

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    31/49

    4868 4.7559 2.3328 0.4370 53.0 -2.91%5595 4.8710 2.3887 0.4515 54.8 2.39%5455 4.8234 2.3655 0.4562 55.4 -0.97%5491 4.8769 2.3913 0.4644 56.1 1.09%5460 5.1140 2.5072 0.4877 58.3 4.85%5277 5.0338 2.4666 0.4827 58.0 -1.62%

    4439 5.1176 2.5065 0.4932 58.4 1.62%4483 5.0606 2.4776 0.4787 57.1 -1.15%4854 4.9534 2.4240 0.4687 56.0 -2.16%5441 5.0772 2.4837 0.4726 57.0 2.46%4432 5.0089 2.4495 0.4658 55.7 -1.38%4782 4.9545 2.4229 0.4650 55.3 -1.09%4585 5.0826 2.4844 0.4773 56.4 2.54%4744 4.9653 2.4252 0.4713 56.0 -2.39%4597 4.7808 2.3343 0.4588 54.5 -3.74%4611 4.7147 2.3009 0.4506 53.1 -1.43%4698 4.6026 2.2454 0.4463 52.5 -2.41%4944 4.4690 2.1793 0.4333 51.4 -2.94%

    5229 4.6662 2.2747 0.4481 53.3 4.38%5228 4.5401 2.2124 0.4429 52.7 -2.74%4808 4.4826 2.1842 0.4406 52.2 -1.27%4776 4.2365 2.0645 0.4181 49.9 -5.48%4847 4.0152 1.9562 0.4017 48.2 -5.25%4980 4.0770 1.9863 0.4086 49.2 1.53%5327 4.3209 2.1052 0.4258 51.6 5.99%5163 4.2629 2.0771 0.4222 51.1 -1.34%5165 4.0948 1.9950 0.4067 49.3 -3.95%5093 3.8137 1.8582 0.3867 47.4 -6.86%6014 3.9682 1.9334 0.4012 49.2 4.05%5689 3.9779 1.9380 0.4058 49.3 0.24%5791 3.9582 1.9285 0.4076 49.7 -0.49%

    4721 3.9317 1.9156 0.4008 48.8 -0.67%4766 4.1666 2.0300 0.4167 50.4 5.97%4768 3.8397 1.8707 0.3817 47.0 -7.84%5283 3.9413 1.9201 0.3947 48.7 2.64%5439 4.0544 1.9760 0.4113 50.4 2.91%5310 3.9815 1.9403 0.4068 50.2 -1.81%5245 3.9605 1.9296 0.4082 50.2 -0.55%5262 4.0276 1.9623 0.4162 51.1 1.69%5133 4.1463 2.0201 0.4258 52.2 2.94%5030 4.2093 2.0509 0.4250 52.1 1.52%4987 4.4256 2.1561 0.4399 53.5 5.13%4931 4.4054 2.1462 0.4277 52.3 -0.46%

    4974 4.2727 2.0816 0.4133 50.9 -3.01%4905 4.3149 2.1022 0.4171 51.3 0.99%4898 4.2391 2.0653 0.4123 50.9 -1.75%5112 4.3162 2.1029 0.4193 51.8 1.82%5034 4.3740 2.1310 0.4233 52.2 1.34%5067 4.4157 2.1516 0.4180 51.7 0.96%5222 4.5895 2.2359 0.4286 53.2 3.92%5389 4.7216 2.3005 0.4408 54.7 2.89%5374 4.7076 2.2937 0.4429 54.8 -0.30%

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    32/49

    5405 4.8589 2.3674 0.4529 56.1 3.21%5426 5.0865 2.4784 0.4607 57.7 4.69%5526 5.2047 2.5361 0.4761 59.4 2.33%5553 5.0921 2.4810 0.4666 58.3 -2.17%5478 4.9916 2.4320 0.4668 57.3 -1.98%5713 5.2680 2.5844 0.4812 59.1 6.27%

    5986 5.4705 2.6775 0.4900 61.0 3.60%6129 5.5970 2.7383 0.5005 62.1 2.27%6353 5.8223 2.8500 0.5066 63.5 4.08%6461 5.9424 2.9047 0.5139 64.5 1.92%6523 5.9994 2.9290 0.5207 65.2 0.84%6514 5.9157 2.8838 0.5145 63.8 -1.54%6274 5.6316 2.7436 0.5003 62.1 -4.86%6617 5.5668 2.7143 0.4863 61.1 -1.07%6484 5.3730 2.6178 0.4694 59.1 -3.56%6415 5.4489 2.6547 0.4801 60.2 1.41%6544 5.4684 2.6642 0.4809 60.1 0.36%6558 5.5737 2.7159 0.4867 61.0 1.94%

    6781 5.8046 2.8352 0.4995 62.5 4.39%7011 6.0463 2.9545 0.5076 63.6 4.21%7252 6.0563 2.9602 0.5033 63.2 0.19%7094 6.0397 2.9427 0.5092 63.5 -0.59%7324 6.1656 3.0039 0.5185 64.4 2.08%7325 6.0200 2.9332 0.5116 63.8 -2.35%7479 6.0885 2.9682 0.5161 64.1 1.19%7184 5.8784 2.8717 0.5088 63.2 -3.25%7422 5.9355 2.9021 0.5234 64.5 1.06%7458 5.9044 2.8485 0.5238 64.3 -0.55%7826 5.8062 2.8179 0.5117 63.3 -1.63%7779 5.9071 2.8705 0.5250 64.7 1.93%7524 5.8048 2.8262 0.5156 63.9 -1.68%

    7407 5.7296 2.7919 0.5180 63.7 -1.31%7209 5.6887 2.7732 0.5134 62.7 -0.70%7050 5.8255 2.8166 0.5202 63.4 2.36%6812 5.7275 2.7412 0.5150 62.6 -1.70%6558 5.5553 2.6388 0.4969 60.8 -3.02%6637 5.8482 2.7336 0.5154 62.8 5.35%7021 5.9240 2.7715 0.5112 63.2 1.25%6898 5.7731 2.7283 0.5066 62.2 -2.66%6946 5.9523 2.7973 0.5181 63.9 3.03%6939 5.9316 2.8075 0.5131 63.7 -0.40%6904 5.8275 2.7553 0.5055 62.6 -1.93%7011 5.9811 2.8064 0.5190 64.0 2.83%

    7195 6.1037 2.8400 0.5212 64.5 2.05%7126 6.1509 2.7945 0.5265 64.9 0.80%7020 6.0269 2.7028 0.5175 63.8 -2.44%7231 6.1555 2.7627 0.5235 64.6 2.07%7368 6.3064 2.7886 0.5333 65.9 2.41%7510 6.4669 2.8310 0.5419 67.0 2.45%7279 6.4372 2.8058 0.5453 67.0 -0.29%7668 6.6337 2.9293 0.5605 68.9 2.95%7874 6.7072 2.9615 0.5600 68.8 1.00%

  • 7/31/2019 Performance of NZ Super vs Avg. Australian Superfund

    33/49

    7729 6.4039 2.8761 0.5366 66.2 -4.18%8071 6.8487 3.0188 0.5679 70.0 7.46%8385 7.1428 3.0789 0.5874 72.2 4.41%8309 6.9045 2.9771 0.5576 68.9 -3.81%8282 6.8774 2.9141 0.5585 68.7 -0.55%8259 6.9313 2.8749 0.5582 68.3 0.77%

    8581 7.3630 3.0147 0.5907 71.8 6.55%8464 7.1461 2.9266 0.5577 68.9 -3.02%8623 7.2773 2.9484 0.5744 70.7 1.71%8899 7.4599 3.0976 0.5888 72.8 2.38%8880 7.5091 3.1434 0.5906 73.4 0.70%8594 7.3611 3.0783 0.5822 72.2 -1.99%7907 6.7450 2.9299 0.5496 67.7 -8.43%7540 6.2095 2.7626 0.5137 63.4 -7.44%7265 5.1784 2.3798 0.4443 54.7 -16.46%8001 5.0937 2.3774 0.4399 54.6 -1.62%7586 5.3693 2.4023 0.4476 55.6 5.42%7310 4.9933 2.3238 0.4279 53.2 -7.07%

    7738 5.0047 2.3815 0.4382 54.8 0.25%7983 5.3268 2.5090 0.4612 57.4 6.49%7761 5.6304 2.5900 0.4849 59.7 5.70%8161 6.1333 2.7700 0.5154 63.3 8.91%8295 6.2884 2.8569 0.5234 64.7 2.55%8211 6.4179 2.9120 0.5339 65.7 2.06%8460 6.5054 2.9556 0.5366 66.3 1.35%8511 6.8209 3.0579 0.5579 68.2 4.86%8740 7.1000 3.1244 0.5771 70.7 4.09%8678 7.1131 3.1072 0.5700 69.9 0.19%8429 6.9553 3.0714 0.5742 69.7 -2.28%8343 6.9200 3.0447 0.5723 69.2 -0.67%8307 6.9078 3.0282 0.5819 69.5 -0.11%

    8348 7.1108 2.9991 0.6028 71.7 2.92%8381 7.2217 2.9672 0.6166 72.5 1.54%7779 6.6149 2.7656 0.5759 67.5 -8.71%7735 6.6340 2.7747 0.5778 67.3 0.39%8044 6.9796 2.8562 0.5906 69.4 5.43%8066 6.9387 2.8033 0.5909 69.0 -0.76%8625 7.5010 2.9857 0.6227 72.9 8.40%8714 7.5707 3.0362 0.6219 72.7 0.97%8690 7.4681 3.0412 0.6281 73.0 -1.47%9142 7.9033 3.1338 0.6599 75.8 5.67%8989 7.7362 3.0373 0.6344 74.0 -2.35%8955 7.9196 3.1012 0.6475 75.5 2.41%

    9000 8.0488 3.1271 0.6541 76.3 1.68%9345 8.4721 3.2406 0.6730 78.9 5.48%9141 8.3301 3.2272 0.6723 77.8 -1.75%9230 8.3581 3.2421 0.6724 77.8 0.28%9316 8.5374 3.2482 0.6840 78.4 2.00%9160 8.3355 3.1891 0.6648 76.5 -2.40%8617 7.6209 3.1187 0.6241 72.4 -8.51%9285 8.1639 3.2315 0.6581 76.9 7.44%9189 7.8056 3.1767 0.6447 74.6 -4.64%

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    9293 7.8912 3.2266 0.6636 75.8 1.35%9579 8.2503 3.2384 0.6874 77.9 4.74%9837 8.3876 3.2432 0.6957 79.2 1.68%9554 8.0768 3.1913 0.6732 76.9 -3.83%9608 8.1100 3.1693 0.6746 77.0 0.49%

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    Fund name Fund trustee Fund type

    Advance Retirement Savings Account ASGARD Capital Management Ltd Retail - ERF

    Advance Retirement Suite ASGARD Capital Management Ltd Retail

    Alcoa of Australia Retirement Plan Alcoa of Australia Retirement Plan Pty Ltd Corporate

    AMG Universal Super The Trust Company (Superannuation) Limited Retail

    AMP Eligible Rollover Fund AMP Superannuation Limited Retail - ERF

    AMP Superannuation Savings Trust AMP Superannuation Limited Retail

    ANZ Australian Staff Superannuation Scheme ANZ Staff Superannuation (Australia) Pty. Limi Corporate

    Aon Eligible Rollover Fund AON Superannuation Pty Limited Retail - ERF

    AON Master Trust AON Superannuation Pty Limited Retail

    ASC Superannuation Fund The Trust Company (Superannuation) Limited Corporate

    ASGARD Independence Plan Division Two ASGARD Capital Management Ltd Retail

    AusBev Superannuation Fund CCSL Limited Corporate

    Auscoal Superannuation Fund AUSCOAL Superannuation Pty Ltd Industry

    Australia Post Superannuation Scheme PostSuper Pty Ltd Public Sector

    Australian Catholic Superannuation and Retirement Fund SCS Super Pty. Limited Industry

    Australian Eligible Rollover Fund Perpetual Superannuation Limited Retail - ERF

    Australian Ethical Retail Superannuation Fund Australian Ethical Superannuation Pty Ltd Retail

    Australian Government Employees Superannuation Trust AGEST Super Pty Ltd Industry

    Australian Meat Industry Superannuation Trust Australian Meat Industry Superannuation Pty L IndustryAustralian Superannuation Savings Employment Trust - Asset Super A S S E T Ltd Industry

    Australian YMCA Superannuation Fund Austymca Nominees Pty Ltd Corporate

    AustralianSuper AustralianSuper Pty Ltd Industry

    Australia's Unclaimed Super Fund Industry Funds Investments Ltd Retail - ERF

    Austsafe Superannuation Fund Austsafe Pty Ltd Industry

    Avanteos Superannuation Trust Avanteos Investments Limited Retail

    Avenue Superannuation Plan Macquarie Investment Management Ltd Retail

    AvSuper Fund AvSuper Pty Ltd Public Sector

    AXA Australia Staff Superannuation Plan Mercer Investment Nominees Limited Corporate

    Bankwest Staff Superannuation Plan Mercer Investment Nominees Limited Corporate

    BHP Billiton Superannuation Fund Total Risk Management Pty Limited Corporate

    Bluescope Steel Superannuation Fund Total Risk Management Pty Limited Corporate

    Boc Gases Superannuation Fund BOC Superannuation Pty Ltd Corporate

    Bookmakers Superannuation Fund Equity Trustees Limited Industry

    Brisbane City Council Superannuation Plan City Super Pty Ltd Public Sector

    BT Classic Lifetime BT Funds Management No. 2 Limited Retail

    BT Lifetime Super BT Funds Management Limited Retail

    Building Unions Superannuation Scheme (Queensland) BUSS (Queensland) Pty Ltd Industry

    Canegrowers Retirement Fund Canegrowers Superannuation Pty. Ltd. Industry

    Table 1: F

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    Care Super CARE Super Pty Ltd Industry

    Catholic Superannuation Fund CSF Pty Limited Industry

    CBH Superannuation Fund C.B.H. Superannuation Holdings Pty Ltd Corporate

    Challenger Retirement Fund Challenger Retirement Services Pty Limited Retail

    Christian Super Christian Super Pty Limited Industry

    Citibank Australia Staff Superannuation Funda

    Citibank Australia Staff Superannuation Pty LT Corporate

    ClearView Retirement Plan ClearView Life Nominees Pty Limited Retail

    Clough Superannuation Fund Clough Superannuation Pty Ltd Corporate

    Club Plus Superannuation Scheme Club Plus Superannuation Pty Ltd Industry

    Club Super Club Plus QLD Pty Ltd Industry

    Coal Industry Superannuation Fund Coal Industry Superannuation Board Public Sector

    Colonial First State FirstChoice Superannuation Trust Colonial First State Investments Limited Retail

    Colonial First State Rollover & Superannuation Fund Colonial First State Investments Limited Retail

    Colonial Super Retirement Fund Colonial Mutual Superannuation Pty. Ltd. Retail

    Combined Funda

    Combined Fund Pty Ltd Industry

    Commonwealth Life Personal Superannuation Fund Commonwealth Custodial Services Limited Retail

    Concept One Superannuation Plan Concept One Pty Ltd Industry

    Construction & Building Unions Superannuation United Super Pty Ltd IndustryCSS Fund Commonwealth Superannuation Corporation Public Sector

    Definitive Superannuation Plan Macquarie Investment Management Ltd Retail

    Dow Australia Superannuation Fund a Dow Australia Superannuation Fund Pty Ltd Corporate

    DPM Retirement Service Nulis Nominees (Australia) Limited Retail

    EmPlus Superannuation Fund Equity Trustees Limited Retail

    Encircle Superannuation Fund Avanteos Investments Limited Retail

    Energy Industries Superannuation Scheme-Pool A Energy Industries Superannuation Scheme Pty Public Sector

    Energy Industries Superannuation Scheme-Pool B Energy Industries Superannuation Scheme Pty Public Sector

    Energy Super Electricity Supply Industry Superannuation (QL Industry

    equipsuper Equipsuper Pty Ltd Industry

    EquitySuper Equity Trustees Superannuation Limited Retail

    ExxonMobil Superannuation Plan ExxonMobil Superannuation Plan Pty Ltd Corporate

    Fiducian Superannuation Fund Fiducian Portfolio Services Limited Retail

    Fire and Emergency Services Superannuation Fund Fire and Emergency Services Superannuation BPublic Sector

    First Quest Retirement Service N. M. Superannuation Proprietary Limited Retail

    First State Superannuation Scheme FSS Trustee Corporation Public Sector

    First Super First Super Pty Limited Industry

    Freedom of Choice Superannuation Masterfund Equity Trustees Superannuation Limited Retail

    FuturePlus Super Chifley Financial Services Limited Retail

    General Retirement Plan Equity Trustees Limited Corporate

    Goldman Sachs & JBWere Superannuation Fund BEST Superannuation Pty Ltd Corporate

    Guild Retirement Fund Guild Trustee Services Pty. Limited Retail

    Harwood Superannuation Fund Harwood Nominees Pty Ltd CorporateHealth Employees Superannuation Trust Australia H.E.S.T. Australia Ltd. Industry

    Health Industry Plan Private Hospitals Superannuation Pty. Ltd. Industry

    HML Superannuation Fund MLC Nominees Pty Limited Retail

    Holden Employees Superannuation Fund Holden Employees Superannuation Fund Pty Lt Corporate

    HOSTPLUS Superannuation Fund Host-Plus Pty. Limited Industry

    IAG & NRMA Superannuation Plan IAG & NRMA Superannuation Pty Ltd Corporate

    IBM Australia Limited Superannuation Funda

    Coonara Superannuation Services Pty Ltd Corporate

    Incitec Pivot Employees Superannuation Fund Towers Watson Superannuation Pty Ltd Corporate

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    Integral Superannuation Fund Plan B Trustees Limited Retail

    Intrust Super Fund IS INDUSTRY FUND PTY LTD Industry

    IOOF Portfolio Service Superannuation Fund IOOF Investment Management Limited Retail

    IRIS Superannuation Fund Super Members Investments Limited Industry

    KCA Super KCA Super Pty Ltd Corporate

    Kellogg Retirement Fund Kellogg Superannuation Pty Limited Corporate

    Kingston Superannuation Trust Equity Trustees Limited Retail

    Labour Union Co-Operative Retirement Fund L.U.C.R.F. Pty. Ltd. Industry

    Law Employees Superannuation Fund LESF Pty Ltd Industry

    legalsuper Legal Super Pty Ltd Industry

    Lifefocus Superannuation Fund CCSL Limited Retail

    Lifetime Superannuation Fund Plan B Trustees Limited Retail

    Local Authorities Superannuation Fund Vision Super Pty Ltd Public Sector

    Local Government Superannuation Scheme Local Super Pty Ltd Public Sector

    Local Government Superannuation Scheme Queensland Local Government Superannuation Public Sector

    Local Government Superannuation Scheme - Pool A LGSS Pty Ltd Public Sector

    Local Government Superannuation Scheme - Pool B LGSS Pty Ltd Public Sector

    Lutheran Super LCA NOMINEES PTY. LTD. CorporateMacquarie ADF Superannuation Fund Macquarie Investment Management Ltd Retail

    Macquarie Superannuation Plan Macquarie Investment Management Ltd Retail

    Map Superannuation Plan MAP Funds Management Ltd Retail

    Maritime Super Maritime Super Pty Limited Industry

    Mars Australia Retirement Plana

    Mars Australia Superannuation Pty Limited Corporate

    MasterKey Custom Superannuation MLC Nominees Pty Ltd Retail

    Meat Industry Employees Superannuation Fund Meat Industry Employees Superannuation Fund Industry

    Media Super Media Super Limited Industry

    Mercer Portfolio Service Superannuation Plan Mercer Investment Nominees Limited Retail

    Mercer Super Trust Mercer Investment Nominees Limited Retail

    Mercy Super Mercy Super Pty Ltd Corporate

    Military Superannuation & Benefits Fund No 1 Military Superannuation and Benefits Board of Public Sector

    MLC Superannuation Fund Nulis Nominees (Australia) Limited Retail

    MLCS Superannuation Trust Nulis Nominees (Australia) Limited Retail

    MTAA Superannuation Fund Motor Trades Association of Australia Superan Industry

    National Australia Bank Group Superannuation Fund A National Australia Bank Superannuation Fund Corporate

    National Mutual Retirement Fund N. M. Superannuation Proprietary Limited Retail

    National Preservation Trust N. M. Superannuation Proprietary Limited Retail - ERF

    Nationwide Superannuation Fund NSF Nominees Pty. Limited Retail

    Nestle Australia Group Superannuation Funda

    Total Risk Management Pty Limited Corporate

    Netwealth Superannuation Master Fund Netwealth Investments Limited Retail

    New South Wales Electrical Superannuation Scheme New South Wales Electrical Superannuation Sc Industry

    Newcastle Permanent Superannuation Plan Mercer Investment Nominees Limited RetailNGS Super NGS Super Pty Limited Industry

    Nufarm Employees Superannuation Trust Nufarm Employees Superannuation Pty Ltd Corporate

    Oasis Superannuation Master Trust Oasis Fund Management Limited Retail

    Officers' Superannuation Fund Commonwealth Bank Officers Superannuation Corporate

    O-I Australia Superannuation Fund Packaging Superannuation Fund Pty Ltd Corporate

    OnePath Masterfund OnePath Custodians Pty Limited Retail

    Oracle Superannuation Plan Towers Watson Superannuation Pty Ltd Corporate

    Perpetual WealthFocus Superannuation Fund Perpetual Superannuation Limited Retail

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    Perpetual's Select Superannuation Fund Perpetual Superannuation Limited Retail

    Pilkington (Australia) Superannuation Scheme Pass Pty Limited Corporate

    Plan B Superannuation Fund Plan B Trustees Limited Retail

    Plum Superannuation Fund PFS Nominees Pty Ltd Retail

    Premiumchoice Retirement Service Nulis Nominees (Australia) Limited Retail

    Prime Superannuation Fund Prime Super Pty Ltd Industry

    Professional Associations Superannuation Fund Professional Associations Superannuation Limit Industry

    Public Sector Superannuation Accumulation Plan Commonwealth Superannuation Corporation Public Sector

    Public Sector Superannuation Scheme Commonwealth Superannuation Corporation Public Sector

    Qantas Superannuation Plan Qantas Superannuation Limited Corporate

    Quadrant Superannuation Scheme Quadrant Superannuation Pty Ltd Industry

    Queensland Independent Education & Care Superannuation Trust QIEC Super Pty Ltd Industry

    Rei Super Rei Superannuation Fund Pty Limited Industry

    Reserve Bank of Australia Officers Superannuation Fund Group of individuals Public Sector

    Retail Employees Superannuation Trust Retail Employees Superannuation Pty. Limited I ndustry

    Retirement Portfolio Service OnePath Custodians Pty Limited Retail

    Retirement Wrap BT Funds Management Limited Retail

    Rio Tinto Staff Superannuation Fund Rio Tinto Staff Fund Pty Limited CorporateRussell Supersolution Master Trust Total Risk Management Pty Limited Retail

    Shell Australia Superannuation Fund SASF Pty Ltd Corporate

    Smartsave 'Member's Choice' Superannuation Master Plan Tidswell Financial Services Ltd Retail

    SMF Eligible Rollover Fund Questor Financial Services Limited Retail - ERF

    State Public Sector Superannuation Scheme Board of Trustees of the State Public Sector S Public Sector

    State Super Retirement Fund State Super Financial Services Australia Limite Retail

    Statewide Superannuation Trust Statewide Superannuation Pty Ltd Industry

    Suncorp Master Trust Suncorp Portfolio Services Limited Retail

    Sunsuper Superannuation Fund Sunsuper Pty. Ltd. Industry

    Super Directions Fund N. M. Superannuation Proprietary Limited Retail

    SuperTrace Eligible Rollover Fund Colonial Mutual Superannuation Pty. Ltd. Retail - ERF

    Symetry Personal Retirement Fund Avanteos Investments Limited Retail

    Synergy Superannuation Master Fund N. M. Superannuation Proprietary Limited Retail

    TAL Superannuation and Insurance Funda

    Tower Australian Superannuation Limited Retail

    Tasplan Superannuation Fund Tasplan Ltd. Industry

    Telstra Superannuation Scheme Telstra Super Pty Ltd Corporate

    The Allied Unions Superannuation Trust (Queensland) A.U.S.T. (Queensland) Pty Ltd Industry

    The ARA Retirement Fund Aracon Superannuation Pty Ltd Retail

    The Bendigo Superannuation Plan Sandhurst Trustees Limited Retail

    The Executive Superannuation Fund The Trust Company (Superannuation) Limited Corporate

    The Flexible Benefits Super Fund Towers Watson Superannuation Pty Ltd Corporate

    The Industry Superannuation Fund The Industry Superannuation Fund Pty Ltd Industry

    The Portfolio Service Retirement Fund Questor Financial Services Limited RetailThe Retirement Plan ASGARD Capital Management Ltd Retail

    The Transport Industry Superannuation Fund T.I.S. Pty. Ltd. Industry

    The Universal Super Scheme MLC Nominees Pty Limited Retail

    The Victorian Independent Schools Superannuation Fund V.I.S. Nominees Pty. Limited Industry

    Toyota Australia Superannuation Plan Toyota Australia Superannuation Plan Pty Ltd Corporate

    Toyota Employees Superannuation Trust T.E.S.T. Pty Ltd Corporate

    TWU Superannuation Fund T W U Nominees Pty Ltd Industry

    Unisuper UniSuper Ltd Industry

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    United Technologies Corporation Retirement Plan Towers Watson Superannuation Pty Ltd Corporate

    Uniting Church in Australia Beneficiary Funda

    Benefund Limited Corporate

    Uniting Church Superannuation Plan Uniting Church Superannuation Pty Limited Industry

    Vanguard Personal Superannuation Plan Vanguard Investments Australia Ltd Retail

    Victorian Superannuation Fund VicSuper Pty Ltd Industry

    Virgin Superannuation The Trust Company (Superannuation) Limited Retail

    Vision Superannuation Fund Vision Super Pty Ltd Industry

    WA Local Government Superannuation Plan WA Local Government Superannuation Plan Pt Public Sector

    Water Corporation Superannuation Plan Water Corporation Superannuation Pty Limite Corporate

    Wealth Personal Superannuation and Pension Fund N. M. Superannuation Proprietary Limited Retail

    Westpac Mastertrust - Superannuation Division Westpac Securities Administration Limited Retail

    Westpac Personal Superannuation Fund Westpac Securities Administration Limited Retail

    Westpac Staff Superannuation Plan Westpac Staff Superannuation Plan Pty Limite Corporate

    Worsley Alumina Superannuation Fund CCSL Limited Corporate

    Zurich Master Superannuation Fund Zurich Australian Superannuation Pty Ltd Retail

    b Funds with a non-30 June year-end. Fund profile data are as at the fund's year-end. RORs are as at 31-May. Refer to explanatory notc

    Funds with a non-30 June year-end. Fund profile data are as at the fund's year-end. RORs are as at 31-July. Refer to explanatory not

    aFunds with a non-30 June year-end. Fund profile data are as at the fund's year-end. RORs are as at 30-June. Refer to explanatory n

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    Benefitstructure

    Proportion of

    total assets

    in default

    strategy

    (%)

    Number of

    investment

    options

    Number of

    members

    ('000)

    Total assets($ million)

    Jun 2007 Jun 2008 Jun 2009 Jun 2010 Jun 2011

    Accumulation 98.8 1 31.3 198.4 3.6 4.3 2.8 1.6 2.3

    Accumulation 52.5 17 10.1 388.5 13.4 -7.5 -9.6 9.2 7.5

    Hybrid 80.2 4 6.7 1,430.2 15.0 -9.8 -12.3 8.9 8.6

    Accumulation 3.4 63 2.7 170.8 17.1 -12.4 -10.6 8.0 6.6

    Accumulation 99.7 1 362.9 1,467.1 4.7 4.9 3.1 1.9 3.3

    Hybrid 15.7 81 2,858.2 51,484.1 13.6 -9.0 -13.4 8.2 6.6

    Hybrid 72.0 4 32.9 2,415.0 14.7 -7.4 -15.3 10.5 10.8

    Accumulation 95.6 1 54.8 83.5 2.6 -5.5 -2.7 1.9 0.8

    Hybrid 9.7 64 59.6 2,049.5 11.7 -8.6 -13.3 8.3 6.5

    Hybrid 61.2 3 1.4 100.6 14.9 -9.8 -11.0 9.3 5.1

    Accumulation 26.1 820 316.0 16,045.1 13.9 -11.7 -10.5 8.7 7.2

    Hybrid 55.5 34 4.7 374.7 15.4 -8.0 -13.1 11.8 8.2

    Hybrid 64.4 10 69.0 6,160.5 14.7 -5.3 -10.7 9.5 10.2

    Hybrid 15.0 2 46.6 6,332.7 16.7 4.7 -13.5 3.1 8.2

    Accumulation 72.5 11 89.3 4,460.6 15.4 -7.7 -12.2 7.6 8.0

    Accumulation 94.8 1 734.1 882.6 10.5 -8.5 -14.6 11.0 7.7

    Accumulation 36.8 13 13.9 387.8 15.3 -11.4 -4.4 2.4 3.9

    Accumulation 55.4 12 162.5 4,461.0 15.2 -5.2 -11.8 6.6 8.3

    Accumulation 75.8 5 73.3 1,188.2 15.8 -4.4 -13.3 8.8 8.5Accumulation 35.1 8 84.8 1,837.0 13.6 -11.3 -11.7 10.6 8.5

    Accumulation 98.6 2 15.6 85.9 17.3 -16.7 -9.1 13.5 4.4

    Hybrid 79.3 31 1,809.6 43,383.6 17.3 -5.9 -12.4 8.7 8.9

    Accumulation 99.1 1 1,429.4 527.3 12.8 -4.6 -11.5 6.5 5.2

    Accumulation 81.5 9 134.7 1,192.2 16.8 -7.3 -13.7 9.8 8.6

    Accumulation 14.6 18 13.2 2,384.2 14.0 -14.4 -8.1 5.4 4.7

    Accumulation 9.2 2711 1.2 277.5 -15.5 -13.2 9.3 6.3

    Hybrid 24.1 7 5.9 1,236.2 15.6 -7.4 -14.0 7.9 10.1

    Hybrid 6.2 6 2.5 384.3 15.6 -10.3 -15.0 14.5 8.8

    Accumulation 36.4 8 6.3 390.8 14.9 -4.4 -11.0 9.0 8.5

    Hybrid 56.0 5 20.1 2,538.2 13.9 -8.1 -9.0 9.7 8.9

    Hybrid 72.0 4 9.3 1,741.0 15.5 -8.9 -9.7 10.8 9.3

    Hybrid 84.0 4 3.6 495.2 16.2 -10.5 -14.6 10.6 8.0

    Accumulation 6.9 2 2.1 104.3 20.0 -15.7 -16.9 -3.2 -2.4

    Hybrid 51.8 10 14.9 1,539.4 16.0 -9.2 -13.1 9.9 7.8

    Accumulation 3.0 16 5.7 290.1 13.3 -11.0 -12.9 10.0 7.5

    Accumulation 6.8 48 82.4 2,669.1 13.1 -11.2 -12.8 9.3 7.4

    Accumulation 82.6 11 92.1 2,060.7 18.0 -5.6 -12.0 9.8 8.0

    Accumulation 98.5 1 0.7 89.0 9.6 -5.9 -6.1 10.5 7.7

    2011

    nd-level rates of return - 200 largest funds

    One-year ROR(%)

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    Accumulation 80.1 13 199.8 4,613.9 15.2 -5.0 -9.5 8.3 9.6

    Accumulation 63.3 10 71.7 4,277.4 20.9 -6.0 -10.3 7.8 11.1

    Hybrid 100.0 1 0.5 138.0 27.7 -4.2 1.3 7.3 5.8

    Accumulation 100.0 2 4.5 466.7 4.4 4.3