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Financial Planning | Mortgage Broking | Family Office

Sydney | Melbourne | Perth

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Comparative Returns

WMFS vs Industry Super Fund 

Portfolios
Financial Year 2025 Return
% Invested in Growth Assets*
UniSuper - Conservative Balanced
8.69%
57.00%
AustralianSuper - Conservative Balanced
8.58%
59.40%
HESTA - Conservative
7.38%
34.00%
REST Super - Balanced
8.07%
55.50%
WMFS - Balanced
10.01%
48.32%
UniSuper - Balanced
10.10%
76.00%
AustralianSuper - Balanced
9.52%
75.30%
HESTA - Balanced Growth
10.18%
68.00%
REST Super - Growth
9.85%
73.50%
WMFS - Growth
12.61%
69.88%
UniSuper - Growth
10.66%
87.00%
AustralianSuper - High Growth
10.61%
88.70%
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.

7-year History of Investment Actions

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

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Sydney | Melbourne | Perth

Level 7, 88 Pitt Street

Sydney NSW 2000

+61 2 9233 1111

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

Sydney | Melbourne | Perth

Level 7, 88 Pitt Street

Sydney NSW 2000

+61 02 9233 1111

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

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