Net investment returns to 30 Jun 2021

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* 9.7% N/A 9.5% 10.9% 10.3% 27.5% 27.5%
Growing lifestage* 8.7% N/A 8.6% 9.9% 10.5% 25.7% 25.7%
Consolidating lifestage* 7.0% N/A 6.9% 7.7% 8.5% 17.5% 17.5%
Secure^ 2.6% 1.7% 1.2% 0.8% 0.6% 0.0% 0.0%
Conservative^ 4.8% 5.0% 4.6% 4.8% 5.4% 7.8% 7.8%
Balanced^ 5.9% 7.1% 6.9% 7.7% 8.5% 17.1% 17.1%
Growth^ 6.5% 8.2% 8.1% 9.1% 9.1% 19.9% 19.9%
High Growth^ 7.1% 9.6% 9.5% 10.8% 10.3% 24.8% 24.8%
Property Securities^ 4.3% 7.4% 6.1% 4.7% 5.1% 28.1% 28.1%
Australian Shares^ 7.4% 7.9% 7.6% 9.7% 8.3% 28.8% 28.8%
International Shares (unhedged)^ 7.1% 12.7% 12.9% 13.8% 13.3% 27.1% 27.1%

* 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