Net investment returns to 31 July 2018
| Investment portfolios |
FYTD
|
1 year
|
3 years
(p.a.) |
5 years
(p.a.) |
7 years
(p.a.) |
10 years
(p.a.) |
Since inception
(p.a.) |
| Building lifestage* |
1.7% |
12.7% |
7.9% |
N/A |
N/A |
N/A |
9.6% |
| Growing lifestage* |
1.2% |
9.8% |
6.5% |
N/A |
N/A |
N/A |
7.7% |
| Consolidating lifestage* |
0.8% |
7.1% |
5.1% |
N/A |
N/A |
N/A |
6.1% |
| Secure^ |
0.2% |
1.4% |
1.5% |
1.7% |
2.1% |
2.6% |
3.1% |
| Conservative^ |
0.6% |
4.9% |
3.8% |
4.4% |
4.9% |
4.6% |
4.7% |
| Balanced^ |
1.0% |
7.4% |
5.2% |
6.2% |
6.7% |
5.5% |
5.3% |
| Growth^ |
1.3% |
10.0% |
6.6% |
8.0% |
8.3% |
6.2% |
6.0% |
| High Growth^ |
1.6% |
12.5% |
7.8% |
9.7% |
10.0% |
6.9% |
6.5% |
| Property Securities^ |
0.7% |
5.2% |
4.8% |
8.2% |
8.6% |
5.5% |
4.1% |
| Australian Shares^ |
1.3% |
13.6% |
6.9% |
7.9% |
8.5% |
7.0% |
7.2% |
| International Shares (unhedged)^ |
2.0% |
16.1% |
8.4% |
12.6% |
13.4% |
7.5% |
5.9% |
* Inception date 1 October 2013
^ Inception date 1 July 2005
Past performance is no indication of future performance.
The investment option returns are calculated after deduction of investment fees and investment tax.
FYTD = Financial Year To Date