Investments

Investment Performance

Performance as at 31 March 2024

Investment option	1 month	3 months	6 months	1 year	2 years	3 years	5 years	Since inception
Balanced	2.35%	5.36%	11.48%	12.05%	5.03%	5.74%	5.74%	5.98%
Growth	2.79%	6.69%	13.70%	15.18%	6.08%	7.25%	7.33%	7.26%
High Growth	3.04%	7.37%	14.92%	16.56%	6.55%	7.88%	8.10%	8.22%

Notes

Returns are calculated after percentage based administration and investment fees, transaction costs and taxes have been taken out, but before flat dollar administration fees have been deducted.

Returns for periods of greater than one year are on a per annum compound basis.

Investment returns are historical and past performance is not indicative of future performance.

Return of capital and the performance of your investment is not guaranteed.

This performance table refers to the performance of the investment options used by Engineering Super, which have been operating since 2018. The brand Engineering Super has been operating since 2023.

Investment Options

High Growth

This option is designed for those who are investing over the longer term and are prepared to accept potentially higher levels of fluctuations in returns in the short term, for the potential to achieve greater long term returns.

High Growth Strategic Asset Allocation

Australian shares (43%)

International shares (43%)

Australian property (5%)

International property (5%)

Global infrastructure (4%)

Cash (0%)

Fixed income (0%)

Return objective:
CPI + 3.00% p.a. over rolling 10-year periods.

Minimum Investor horizon:
10 years

Growth

This option is designed to provide comparable levels of short term fluctuations in returns to the High Growth option, and potentially higher long term returns than the Balanced option.

Growth Strategic Asset Allocation

Australian shares (40%)

International shares (41%)

Australian property (3%)

International property (3%)

Global infrastructure (3%)

Cash (1%)

Fixed income (9%)

Return objective:
CPI + 3.00% p.a. over rolling 10 year periods.

Minimum Investor horizon:
10 years

Balanced

This option is designed for those seeking some growth but wish to lower the potential for fluctuations in returns over the short term.

This option is designed to provide lower levels of short term fluctuations in returns than the Growth and High Growth options.

Balanced Strategic Asset Allocation

Australian shares (32%)

International shares (30%)

Australian property (2%)

International property (3%)

Global infrastructure (3%)

Cash (5%)

Fixed income (25%)

Return objective:
CPI + 2.50% p.a. over a rolling 7 year period.

Minimum Investor horizon:
7 years

The asset allocations shown above are based on the strategic asset allocation and may vary within the allowable range from time to time and are subject to change.

For more information on the strategy and risk exposures of each investment option see the Reference Guide.

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This is general information only and does not take account of your personal objectives, financial situation or needs. Before acting on it, consider if the information is appropriate and whether you need to speak to an accredited professional. When considering financial returns, past performance is not indicative of future performance.

This product is issued by Diversa Trustees Limited (ABN 49 006 421 638; AFSL No. 235153; RSE Licence L0000635) as trustee for Professional Super which is a sub-fund of the Tidswell Master Superannuation Plan (ABN 34 300 938 877; RSE R1004953). Professional Superannuation Management Pty Ltd (ABN 31 617 160 791; AFSL No. 499786) (PSM) is the Promoter of Professional Super, which is marketed under multiple brands including Engineering Super.

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