Net investment returns to 31 Jan 2020

Investment portfolios Since inception
(p.a.)
10 years
(p.a.)
7 years
(p.a.)
5 years
(p.a.)
3 years
(p.a.)
1 year
FYTD
Building lifestage* 9.8% N/A N/A 9.1% 11.2% 19.6% 8.6%
Growing lifestage* 8.2% N/A N/A 7.7% 9.6% 16.7% 7.2%
Consolidating lifestage* 7.0% N/A N/A 6.6% 8.4% 15.1% 6.5%
Secure^ 2.9% 2.3% 1.6% 1.4% 1.1% 1.0% 0.4%
Conservative^ 4.9% 5.4% 4.9% 4.6% 5.7% 9.3% 3.8%
Balanced^ 5.8% 7.1% 7.1% 6.7% 8.5% 15.2% 6.5%
Growth^ 6.4% 8.2% 8.6% 7.9% 9.8% 16.8% 7.2%
High Growth^ 6.9% 9.2% 10.3% 9.1% 11.3% 19.6% 8.3%
Property Securities^ 4.6% 9.3% 8.1% 5.3% 8.0% 11.3% 7.5%
Australian Shares^ 7.3% 7.3% 8.1% 7.6% 9.9% 20.1% 7.0%
International Shares (unhedged)^ 6.7% 11.0% 14.7% 11.4% 14.3% 24.3% 11.8%

* 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