Investment performance

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Historical performance

Investment performance for periods ending 31 March 2024

	FY to date	1 year return pa	3 year return pa	5 year return pa	10 year return pa
Pre-mixed investment options
High Growth¹	12.09%	16.12%	8.88%	9.21%	8.42%
Growth	10.40%	13.53%	7.64%	8.10%	7.39%
Balanced²	9.28%	11.79%	n/a	n/a	n/a
Conservative Balanced¹	6.98%	8.62%	4.90%	5.25%	5.35%
Indexed Defensive²	7.93%	9.44%	n/a	n/a	n/a
Secure³	4.49%	5.37%	3.39%	3.35%	3.81%
Asset class investment options
Australian Shares	11.98%	13.19%	9.56%	9.12%	8.21%
International Shares	20.09%	29.75%	14.66%	13.51%	11.72%
Property	16.57%	19.11%	4.86%	3.01%	6.15%
Bonds	4.40%	1.67%	-1.17%	0.15%	2.00%
Cash	2.88%	3.78%	1.93%	1.40%	1.65%

Investment returns are after tax, investment management and indirect administration fees but before the direct administration fee.

¹These investment options were renamed High Growth (previously Aggressive) and Conservative Balanced (previously Balanced) on 25 March 2021. Investment returns outlined in the table above cover periods when these investment options were also operating under their previous names. The Conservative Balanced investment option forms part of the Lifecycle Investment Strategy only and is not otherwise available for investment.

If you're invested in these investment options as part of the Lifecycle Investment Strategy, the percentage mix of your investment in these investment options automatically changes each year on your birthday, between ages 51 and 65. For more information, read the Product Disclosure Statement at mine.com.au/super-pds

²There's no 3, 5 and 10 year returns for the Balanced and Indexed Defensive investment options because they commenced in December 2021.

³This investment option was renamed Secure (previously Stable) on 24 March 2022. Investment returns outlined in the table above cover periods when this investment option was also operating under its previous name.

Past performance isn't necessarily an indication of future performance. These returns aren't necessarily the same returns a member earned on their account. The reason for this include the date the member started their account and the timing of contributions, benefit payments, deductions and investment switches. The risks for each investment option may vary. Check the Product Disclosure Statement before making any investment decision. All returns are rounded to one decimal place.

Historical investment option returns

Super

Our historical investment option performance can be found below. You can view annual performance as at 30 June for one, three, five and ten years over the past years.

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Issued by AUSCOAL Superannuation Pty Ltd ABN 70 003 566 989 AFS licence 246864 Trustee for the Mine Superannuation Fund ABN 16 457 520 308.

This is general information only and does not take into account your financial situation, needs or objectives. Before acting, consider if the information is right for your needs and circumstances and read the relevant Product Disclosure Statement. The Target Market Determinations (TMD) for our financial products can be found at mine.com.au/tmd. This information is based on our understanding of current Australian laws and assumes they will remain unchanged. Any links to external sites are for information purposes only and are not an endorsement. We take no responsibility for the content.

Advice is provided by Mine Super Services Pty Ltd ABN 49 051 315 014 AFS licence 502700.