Net investment returns to 30 Sep 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* 9.6% N/A 9.6% 10.4% 9.9% 26.9% 1.6%
Growing lifestage* 8.7% N/A 8.7% 9.7% 10.4% 25.0% 1.5%
Consolidating lifestage* 6.9% N/A 6.9% 7.6% 8.5% 17.1% 1.3%
Secure^ 2.6% 1.6% 1.1% 0.7% 0.5% -0.1% 0.0%
Conservative^ 4.7% 5.0% 4.5% 4.6% 5.2% 7.2% 0.5%
Balanced^ 5.9% 7.5% 6.9% 7.5% 8.3% 16.4% 1.0%
Growth^ 6.5% 9.0% 8.1% 8.7% 8.7% 19.1% 1.0%
High Growth^ 7.1% 10.8% 9.4% 10.3% 9.7% 23.7% 1.1%
Property Securities^ 4.2% 8.9% 6.1% 4.3% 4.8% 25.1% -0.7%
Australian Shares^ 7.4% 9.3% 7.8% 8.8% 8.2% 29.7% 1.1%
International Shares (unhedged)^ 7.2% 13.9% 12.5% 13.9% 12.1% 25.1% 2.0%

* 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