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WEALTHMAKER 
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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
Financial Year 2025 Return
% Invested in Growth Assets*
HESTA - High Growth
12.00%
84.00%
WMFS - High Growth
14.64%
87.80%
UniSuper - High Growth
11.05%
100.00%
REST Super - High Growth
11.62%
90.00%
WMFS - High Growth Plus
15.89%
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.

History of Investment Actions

Website version - 7-year history of investment actions 090525.png

CONTACT US

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Sydney | Melbourne | Perth

Level 7, 88 Pitt Street

Sydney NSW 2000

+61 2 9233 1111

info@wmfs.com.au

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