Net investment returns to 31 Dec 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* 9.8% N/A 9.6% 10.4% 14.1% 18.2% 5.2%
Growing lifestage* 8.8% N/A 8.7% 9.9% 13.6% 18.1% 5.1%
Consolidating lifestage* 7.0% N/A 6.9% 7.8% 10.5% 12.3% 3.7%
Secure^ 2.6% 1.5% 1.0% 0.7% 0.4% 0.0% 0.0%
Conservative^ 4.7% 4.9% 4.4% 4.7% 5.7% 4.3% 1.2%
Balanced^ 5.9% 7.5% 6.9% 7.6% 10.2% 11.2% 3.1%
Growth^ 6.6% 9.1% 8.0% 8.7% 11.6% 13.5% 3.7%
High Growth^ 7.2% 10.9% 9.4% 10.2% 13.7% 16.7% 4.5%
Property Securities^ 4.8% 9.3% 6.2% 6.9% 10.4% 27.1% 9.8%
Australian Shares^ 7.4% 9.4% 7.9% 8.6% 12.8% 17.1% 3.4%
International Shares (unhedged)^ 7.4% 14.3% 12.1% 13.1% 17.6% 22.4% 6.9%

* 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