top of page

WEALTHMAKER 
   FINANCIAL SERVICES

WMFS-Logo.png

Financial Planning | Mortgage Broking | Family Office

Sydney | Melbourne | Perth

White Wall with Stairs

Comparative Returns

WMFS vs Industry Super Fund 

Portfolios
Financial Year 2024 Return
% Invested in Growth Assets*
UniSuper - Conservative Balanced
6.51%
54.00%
AustralianSuper - Conservative Balanced
6.47%
56.25%
HESTA - Conservative
5.44%
44.00%
REST Super - Capital Stable
4.71%
44.50%
WMFS - Balanced
10.38%
48.32%
UniSuper - Balanced
9.24%
72.00%
AustralianSuper - Balanced
8.46%
76.00%
HESTA - Balanced Growth
9.10%
75.25%
REST Super - Balanced
6.71%
64.50%
WMFS - Growth
13.21%
69.88%
UniSuper - Growth
11.86%
86.00%
AustralianSuper - High Growth
10.20%
90.00%
HESTA - High Growth
11.91
92.00%
REST Super - Diversified
8.42%
84.50%
WMFS - High Growth
15.47%
87.80%
UniSuper - High Growth
12.97%
100.00%
REST Super - High Growth
11.10%
95.00%
WMFS - High Growth Plus
16.85%
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.

6-year History of Investment Actions

CONTACT US

Book a free consultation!

Thanks for submitting!

Sydney | Melbourne | Perth

Level 7, 88 Pitt Street

Sydney NSW 2000

+61 2 9233 1111

  • Facebook
  • LinkedIn

 © 2023 WealthMaker Financial Services | AFSL & ACL 285043 | Privacy Statement | Disclaimers | Website Terms & Conditions

bottom of page