Full-Year Crediting rates
The table below shows the full year crediting rates since the commencement of AMIST Super in 1989. The rates for AMIST Super Personal Division are identical, however the Personal Division did not commence operation until 1 January 2007.
AMIST Super/ AMIST Super Personal Division Full-Year Rates
Year Ending 30 June |
Secure |
Capital Stable |
Balanced |
Growth |
High Growth |
2011 |
4.80% |
6.60% |
9.70% |
11.60% |
14.60% |
2010 |
3.60% |
0.60%* |
10.30% |
13.00% |
-9.70%* |
2009 |
4.40% |
N/A |
-13.20% |
-20.90% |
N/A |
2008 |
5.10% |
N/A |
-4.20% |
-6.70% |
N/A |
2007 |
6.00% |
N/A |
16.80% |
18.20% |
N/A |
2006 |
5.50% |
N/A |
15.70% |
18.60% |
N/A |
2005 |
6.00% |
N/A |
17.40% |
18.50% |
N/A |
2004 |
4.10% |
N/A |
15.20% |
11.90% |
N/A |
2003 |
3.70% |
N/A |
0.80% |
-4.70% |
N/A |
2002 |
4.45%# |
N/A |
0.00% |
-4.90%# |
N/A |
2001 |
N/A |
N/A |
8.30% |
N/A |
N/A |
2000 |
N/A |
N/A |
11.00% |
N/A |
N/A |
1999 |
N/A |
N/A |
12.25% |
N/A |
N/A |
1998 |
N/A |
N/A |
7.80% |
N/A |
N/A |
1997 |
N/A |
N/A |
14.30% |
N/A |
N/A |
1996 |
N/A |
N/A |
11.30% |
N/A |
N/A |
1995 |
N/A |
N/A |
7.10% |
N/A |
N/A |
1994 |
N/A |
N/A |
6.00% |
N/A |
N/A |
1993 |
N/A |
N/A |
6.15% |
N/A |
N/A |
1992 |
N/A |
N/A |
10.20% |
N/A |
N/A |
1991 |
N/A |
N/A |
11.50% |
N/A |
N/A |
1990 |
N/A |
N/A |
14.50% |
N/A |
N/A |
*The Capital Stable and High Growth options were not available prior to 1st April 2010 – the returns you see for 2010 only show 4 months of their returns for the year.
# The Secure and Growth options were not available prior to the 1st January 2002 – the returns you see for 2002 only show 6 months of their returns for the year.
Long Term Net Compound Average Returns
Net Compound Returns to 30 June 2011
Secure |
Balanced |
Growth |
|
Three Year |
4.27% |
1.65% |
-0.08% |
Five Years |
4.78% |
3.28% |
1.93% |
Ten Years |
N/A |
6.37% |
N/A |
As the Secure and Growth options were introduced on 1 January 2002 there is no ten year history to report. The Capital Stable and High Growth Options were introduced in 1 April 2010; therefore they do not have any long-term performance history.
AMIST Pension Full-Year Rates
Year Ending 30 June |
Secure |
Capital Stable |
Balanced |
Growth |
High Growth |
2011 |
5.50% |
7.50% |
10.50% |
12.90% |
15.80% |
2010 |
3.70% |
0.60%* |
11.40% |
13.90% |
-10.90%* |
2009 |
5.20% |
N/A |
-14.80% |
-22.00% |
N/A |
2008 |
6.00% |
N/A |
-4.30% |
-6.80% |
N/A |
2007 |
6.50% |
N/A |
18.10% |
20.90% |
N/A |
2006 # |
3.36%# |
N/A |
8.00#% |
9.18#% |
N/A |
*The Capital Stable and High Growth options were not available prior to 1st April 2010 - the returns you see for 2010 only show 4 months of their returns for the year.
# As the AMIST Pension commenced 1 October 2005 the rates for the year ending 30 June 2006 arethe returns for the nine month period from 1 October 2005 to 30 June 2006.
Monthly Crediting Rates
Click here to view the monthly crediting rates for each investment option since the inception of Member Investment Choice in January 2002.
Full-Year Crediting Rates
AMIST Super credits earnings to members’ accounts based on monthly crediting rates for each investment option.
Interim Crediting Rate
If you leave the fund or switch between investment options prior to declaration of the Final Crediting Rates being declared, earnings are applied to your account using Interim Crediting Rates.
Interim crediting rates are declared weekly based on the net investment performance of each investment option. Each week's rates are updated to this website each Monday (or Tuesday where Monday is a Public Holiday in NSW) and reflect the performance at close of business the preceding Tuesday.
For more information refer to either of the AMIST Super, AMIST Super Personal Division or AMIST Pension Member Guide/Product Disclosure Statements, which can be accessed from the "Resources" page on this website.
Final Crediting Rate
The Trustee declares the Final Crediting Rates for the year ending 30 June after the end of each financial year. The final rates are based on audited tax statements from investment managers who manage the assets of the fund. At this time earnings are applied to all member accounts for the year ending 30 June.