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Financial Planning | Mortgage Broking | Family Office

Sydney | Melbourne | Perth

White Wall with Stairs

Comparative Returns

WMFS vs Industry Super Fund 

Portfolios
Calendar Year 2023 Returns
% Invested in Growth Assets*
UniSuper - Conservative Balanced
6.37%
54.00%
Hostplus - Conservative Balanced
7.75%
57.00%
HESTA - Conservative
7.18%
34.00%
REST Super - Capital Stable
6.15%
42.50%
WMFS - Balanced
11.03%
48.32%
UniSuper - Balanced
10.34%
72.00%
Hostplus - Balanced
8.46%
76.00%
HESTA - Balanced Growth
10.46%
68.00%
REST Super - Balanced
7.78%
62.50%
WMFS - Growth
14.10%
69.88%
UniSuper - Growth
11.75%
86.00%
Hostplus - Shares Plus
10.93%
90.00%
HESTA - High Growth
13.09%
84.00%
REST Super - Diversified
9.31%
82.50%
WMFS - High Growth
16.37%
87.80%
UniSuper - High Growth
12.89%
100.00%
REST Super - High Growth
11.56%
95.00%
WMFS - High Growth Plus
17.78%
98.81%

*The higher percentage invested in growth assets, the riskier the portfolio will be.

**WMFS Returns are for Standard Core Portfolios.

***Past performance is not an indicator of future returns.

****Returns in above tables are before tax, admin and investment management fees, but after fund manager fees.

5-year History of Investment Actions

5-year investment actions.png

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Sydney NSW 2000

+61 2 9233 1111

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