You should be aware that past net earning rates are not necessarily an indicator of future net earning rates. |
Current interim net earning rates
Net earning rates (last 4 quarters)
Annual net earning rates for the last 5 years
Net earning rates – 3 and 5 year compound averages
Current interim net earning rates
|
Interim rates are only applicable to members who leave and take money out of the fund.
The following table shows the interim rate for each investment option applied to payments made during the following dates: |
|
INVESTMENT OPTION |
13 Feb 2012 |
14 Feb 2012 |
15 Feb 2012 |
16 Feb 2012 |
17 Feb 2012 |
|
High Growth |
5.21% |
4.91% |
4.96% |
4.54% |
4.94% |
|
Moderate Growth |
4.15% |
3.94% |
3.99% |
3.73% |
4.00% |
|
Lower Growth |
2.40% |
2.36% |
2.38% |
2.40% |
2.44% |
|
Protected |
0.41% |
0.42% |
0.43% |
0.49% |
0.49% |
These rates apply to both Divisions Two and Three and reflect earnings for the period from
1 January 2012 to date of payment.
For the latest interim net earning rates please contact Holcim Super on (02) 9235 8566.
Net earning rates (last 4 quarters)
Quarterly net earning rates
All rates are expressed on a percent per quarter basis
|
OPTION |
31 Mar 2011 |
30 Jun 2011 |
30 Sep 2011 |
31 Dec 2011 |
|
High Growth |
3.24% |
-1.98% |
-10.18% |
2.67% |
|
Moderate Growth |
2.94% |
-1.19% |
-7.55% |
2.51% |
|
Lower Growth |
2.35% |
0.27% |
-2.65% |
2.20% |
|
Protected |
1.05% |
1.00% |
0.97% |
0.97% |
| Capital Secure |
0.84% |
0.92% |
0.98% |
0.67% |
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Annual net earning rates for the last 5 years
All rates are expressed on a percent per annum basis
|
OPTION |
30 June '07 |
30 June '08 |
30 June '09 |
30 June '10 |
30 June '11 |
|
High Growth |
18.92% |
-12.37% |
-18.47% |
13.54% |
11.78% |
|
Moderate Growth |
15.09% |
-9.43% |
-12.97% |
13.01% |
9.95% |
|
Lower Growth |
9.45% |
-3.79% |
-5.17% |
12.28% |
7.59% |
|
Protected |
5.40% |
5.50% |
4.71% |
3.09% |
4.05% |
|
Capital Secure |
6.99% |
6.59% |
3.88% |
2.86% |
3.50% |
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Net earning rates – 3 and 5 year compound averages
|
|
3 year compound average to 30 June 2011 |
5 year compound average to 30 June 2011 |
|
|
% p.a. |
% p.a. |
|
High Growth |
1.15 |
1.52 |
|
Moderate Growth |
2.64 |
2.43 |
|
Lower Growth |
4.63 |
3.82 |
|
Protected |
3.95 |
4.55 |
|
Capital Secure |
3.41 |
4.75 |
|
Inflation Rate (CPI) |
2.73 |
2.95 |
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