About Us: Investment Performance

Until 30 June 2007, Prime Super consisted of four divisions;

Essentials, Choice, Hort and AHTIS.

There were 2 separate and distinct investment pools;

Essentials and Choice.

On 1 July 2007 the four divisions were merged into one, which is now simply known as Prime Super.

As part of the merger, the Choice Balanced portfolio was merged into the Essentials Balanced which continues as the Prime Balanced Portfolio.

Prime Balanced portfolio investment returns shown here reflect the fact that the Choice balanced portfolio has been closed and that the Essentials Balanced Portfolio continues as Prime.

Prime Essentials

For Prime Essentials members, the following table outlines the earning rates earned by the Balanced Portfolio, the crediting rates that have been credited to members' super accounts, and the rate of inflation (as measured by the All Groups Consumer Price Index) over the past five years to 30 June 2007. The rates are net of all investment related costs such as the fees charged by the investment managers appointed by the Trustee, the investment expenses incurred by the Fund, and any tax payable by the Fund.

Please note, past performance is not an indicator of future performance.

* All groups Consumer Price Index as reported by the Reserve Bank of Australia.

Members of the Prime Essentials division of the Fund gained access to the investment choice offerings of the Fund effective 1 January 2006. The historical performance of the investment choice options is as follows:

1. The Cash Plus option was discontinued on 1 November 2006.

2. First offered to members from 1 March 2004.  The return shown is the annualised return for the period from 1 March 2004 to 30 June 2004.  The actual return for the period from 1 March to 30 June 2004 was 2.7%.

3. First offered to members from 1 January 2006. The return shown is the annualised return for the period from 1 January 2006  to 30 June 2006. The actual return for the period from 1 January to 30 June 2006 was:

   Australian Equities	7.83%
   International Equities	3.05%
   Property	7.19%
   Fixed Interest	0.63%
   Cash	2.12%

    

Prime Choice

As indicated previously, Prime Choice has been merged with Essentials to give one investment product.

For previous Prime Choice members, the following table outlined the rates that were credited to members' accounts (depending on the investment portfolio(s) that members had chosen), to 30 June 2007. The rates are net of all investment costs such as fees charged by the investment managers appointed by the trustee, the investment expenses of the Fund, and any tax payable by the Fund. Because Prime Choice only operated from July 2000, longer performance figures are unavailable.

Please note, past performance is not an indication of future performance.

1. The Cash Plus option was discontinued on 1 November 2006.

2. First offered to members from 1 March 2004.  The return shown is the annualised return for the period from 1 March 2004 to 30 June 2004.  The actual return for the period from 1 March to 30 June 2004 was 2.7%.

3. First offered to members from 1 January 2006. The return shown is the annualised return for the period from 1 January 2006  to 30 June 2006. The actual return for the period from 1 January to 30 June 2006 was:

   Australian Equities	7.83%
   International Equities	3.05%
   Property	7.19%
   Fixed Interest	0.63%
   Cash	2.12%

Prime Allocated Pension

Prime introduced an allocated pension on 30 June 2006. The following illustrates the returns for each portfolio for that period.