Mercy Super - Always for you
Login

Account availability/ Commencement Super and Income accounts / 1 July 2012
Investment objective Super accounts and Pre-Retirement Income accounts:

  • Achieve returns net of fees and tax at least equal to CPI + 1.0% over rolling five year periods

Post-Retirement Income accounts:

  • Achieve returns net of fees and tax at least equal to CPI + 1.5% over rolling five year periods
Likelihood of a negative annual return Two to less than three in every 20 years (2.79)
Standard Risk Measure

Asset AllocationInvestment Range
Australian Equities 10.0% 0 - 20%
International Equities 11.0% 0 - 21%
Property 10.0% 3 - 15%
Infrastructure 10.0% 3 - 15%
Australian Fixed Interest 10.0% 2 - 18%
International Fixed Interest 10.0% 2 - 18%
Alternative Defensive 12.0% 0 - 18%
Cash/Enhanced Cash 27.0% 17 - 37%
Currency exposure4%0 - 14%

12 months to 30 June
Super accounts Income Accounts – Pre-Retirement Income accounts – Post-Retirement
2021 5.28% 5.28% 5.96%
2020 1.37% 1.37% 1.41%
2019 5.24% 5.24% 5.79%
2018 4.64% 4.61% 5.14%
2017 5.60% 6.19% 6.19%
2016 3.87% 4.53% 4.53%

 

Five year compound average to 30 June 2021
Super accounts Income Accounts – Pre-Retirement Income accounts – Post-Retirement
4.41% 4.52% 4.87%

 

 

Investment performance

Find out the investment performance for all of the investment options

Learn more

Your investment options

Latest news

Restructure of the Socially Responsible investment option

Restructure of the Socially Responsible investment option

In February 2021 we advised members of the decision to redeem the assets supporting the Socially Responsible investment option... Read more
Claiming a tax deduction for your personal super contributions

Claiming a tax deduction for your personal super contributions

If you’ve made contributions to your super from your after-tax income you may be able to claim them as... Read more
Extension of temporary reduction in minimum drawdown requirements for account based income streams

Extension of temporary reduction in minimum drawdown requirements for account based income streams

In late May 2021, the Government announced an extension of the temporary reduction in the minimum drawdown requirements for... Read more