At smartMonday we think about members' working lives as days of the week, not decades. Whether it's the Monday, Wednesday or Friday of your working life, you can set yourself up for a bright weekend - your retirement. Many of us start to plan on a Friday and go on to have a good weekend. But get going earlier in the week means more time to prepare something truly amazing. That's because small steps today add up to a brighter tomorrow.
smartMonday is an award-winning super fund that is part of the Future Super Group. Joining forces with Future Super will accelerate smartMonday's responsible investment journey, benefiting from Future Super's world-class expertise in identifying and managing responsible investment risks and opportunities to positively impact members, society and the planet.
Combined funds under management for the Future Super Group is $9.84 billion serving around 250,000 members.
| Investment Performance |
Growth Asset Weighting |
1 year |
3 years (p.a.) |
5 years (p.a.) |
10 years (p.a.) |
| smartMonday MySuper- Age 35 and below |
90.0% |
9.8% |
9.2% |
9.1% |
N/O* |
| smartMonday MySuper - Age 40 |
85.5% |
9.3% |
8.9% |
8.9% |
N/O* |
| smartMonday MySuper - Age 45 |
79.8% |
8.5% |
8.4% |
8.6% |
N/O* |
| smartMonday MySuper - Age 50 |
73.4% |
7.7% |
7.9% |
8.0% |
N/O* |
| smartMonday MySuper - Age 55 |
65.5% |
6.6% |
7.2% |
7.1% |
N/O* |
| smartMonday MySuper - Age 60 |
55.1% |
5.3% |
6.3% |
6.2% |
N/O* |
| smartMonday MySuper - Age 65 |
40.0% |
3.3% |
5.0% |
5.0% |
N/O* |
| smartMonday MySuper - Age 70 |
35.0% |
2.5% |
4.4% |
4.2% |
N/O* |
| smartMonday MySuper - Age 75 and above |
30.0% |
1.8% |
3.9% |
3.7% |
N/O* |
| High Growth - Index |
100.0% |
12.4% |
10.5% |
9.8% |
11.0% |
| High Growth - Active |
100.0% |
11.0% |
9.6% |
8.9% |
10.3% |
| Growth - Index |
85.0% |
10.0% |
9.1% |
8.6% |
10.0% |
| Growth - Active |
85.0% |
9.5% |
8.6% |
8.0% |
9.4% |
| Balanced Growth - Index |
70.0% |
7.7% |
7.7% |
7.4% |
8.7% |
| Balanced Growth - Active |
70.0% |
7.5% |
7.4% |
7.0% |
8.3% |
| Moderate - Index |
35.0% |
1.3% |
2.8% |
3.6% |
5.1% |
| Moderate - Active |
35.0% |
2.4% |
3.3% |
3.7% |
5.2% |
| Defensive - Index |
19.0% |
-0.5% |
1.1% |
1.6% |
2.4% |
| Defensive - Active |
19.0% |
0.1% |
1.5% |
1.8% |
2.7% |
| Australian Shares - Index |
100.0% |
14.9% |
10.9% |
9.1% |
9.4% |
| Australian Shares - Diversified |
100.0% |
13.6% |
11.0% |
8.6% |
9.7% |
| Australian Shares - Core |
100.0% |
13.8% |
10.9% |
8.9% |
9.7% |
| International Shares - Index |
100.0% |
10.7% |
11.5% |
11.6% |
13.1% |
| International Shares - Diversified |
100.0% |
8.2% |
10.6% |
10.2% |
11.3% |
| Property - Australian Index |
100.0% |
17.5% |
4.2% |
6.7% |
10.4% |
| Property - Diversified |
100.0% |
16.5% |
4.5% |
6.4% |
9.2% |
| Fixed Interest - Diversified |
0.0% |
-3.2% |
0.6% |
1.6% |
3.1% |
| Fixed Interest - Diversified - Index |
0.0% |
N/O* |
N/O* |
N/O* |
N/O* |
| Cash |
0.0% |
-0.1% |
0.3% |
0.6% |
1.2% |
*N/O Product not offered in this time period.
The performance returns shown above are calculated net of investment fees and transaction costs and an allowance for tax on investment income. The returns are based on unit prices of each investment option calculated as at the end of the month. Unit prices are based on the latest available investment valuations at the time of calculation, which means they could be 1 or 2 days behind the current market indices. Past performance is not a reliable indicator of future performance. smartMonday and the trustee take no responsibility for you acting on the information provided. Any decision that you make is at your own risk.
