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