Net investment returns to 31 May 2022
| 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* |
8.3% |
N/A |
7.2% |
7.5% |
7.7% |
0.2% |
-2.6% |
| Growing lifestage* |
7.6% |
N/A |
6.8% |
7.5% |
8.1% |
0.9% |
-1.4% |
| Consolidating lifestage* |
6.0% |
N/A |
5.4% |
5.8% |
5.7% |
-0.4% |
-2.0% |
| Secure^ |
2.5% |
1.3% |
0.9% |
0.7% |
0.2% |
0.2% |
0.2% |
| Conservative^ |
4.4% |
4.2% |
3.4% |
3.5% |
2.6% |
-1.7% |
-2.6% |
| Balanced^ |
5.4% |
6.6% |
5.4% |
5.8% |
5.5% |
-0.5% |
-2.2% |
| Growth^ |
6.1% |
8.1% |
6.3% |
6.6% |
6.5% |
0.0% |
-1.8% |
| High Growth^ |
6.6% |
9.8% |
7.3% |
7.7% |
7.9% |
0.4% |
-1.7% |
| Property Securities^ |
3.9% |
7.2% |
3.7% |
3.6% |
2.1% |
-1.3% |
-3.1% |
| Australian Shares^ |
7.1% |
8.7% |
6.4% |
7.6% |
7.8% |
2.6% |
1.2% |
| International Shares (unhedged)^ |
6.4% |
12.4% |
8.6% |
8.7% |
9.4% |
-1.7% |
-5.1% |
* 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