Cbus’ investment returns for the 2008/09 financial year are now available.

A tough year for investors

View our latest returns here

As the financial year drew to a close, there were hopeful signs that the worst of the global financial crisis may be behind us. In the three months to 30 June 2009, Australian stocks rose for the first time in seven quarters following confirmation that Australia had avoided a recession.

However, despite the late rebound, share markets still recorded negative returns for the year. At its worst, Australian shares plunged 26% and international shares 29%. This has impacted all super funds including Cbus.

Cbus recorded a negative return of -12.40% for the Core Strategy Option in 2008/09. As you can see, Cbus’ investments have not fallen to the same extent as the share markets. That’s because Cbus’ Core Strategy doesn't have all of its eggs in one basket. Instead, it has a diversified strategy that invests across a range of assets from shares and property to infrastructure and cash.

This approach has helped us moderate the negative returns, keeping us one of Australia’s top performing super funds over the longer-term^. Most importantly, over the last seven years, Cbus’ Core Strategy Option has delivered members a strong long-term average of 6.04%.

Want more information?

Check-out your Annual Benefit Statement in September

Between late September and early October, you'll receive your Annual Benefit Statement. This will outline transactions and investment performance applicable to your account between 1 July 2008 and 30 June 2009.

As well as your Annual Benefit Statement, you'll receive a copy of your member magazine, Cbus News. It’s designed to keep you up-to-date and help you make the most of your super.

Sign up to Cbus regular E-update

To receive regular email updates on a range of investment and super related topics sign up for the Cbus E-update here.

Past performance is not a reliable indicator of future performance.

*Cbus' Cash Option invests only in cash, whilst the Capital Guaranteed Option is a mixture of cash and Australian fixed interest. 

^Super Ratings Fund Crediting Rate Survey – SR50 Balanced (60-76) Index, June 2009.