Net investment returns to 30 Sep 2020

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* 7.4% N/A N/A 7.2% 5.4% -3.4% 2.1%
Growing lifestage* 6.5% N/A 6.5% 6.5% 5.5% -1.0% 2.1%
Consolidating lifestage* 5.6% N/A 5.6% 5.5% 5.2% -0.5% 1.6%
Secure^ 2.8% 2.0% 1.4% 1.2% 1.0% 0.3% 0.0%
Conservative^ 4.6% 4.7% 4.2% 4.2% 4.4% 0.8% 1.0%
Balanced^ 5.2% 6.0% 5.6% 5.6% 5.4% -0.8% 1.6%
Growth^ 5.7% 7.0% 6.7% 6.6% 5.7% -1.2% 1.7%
High Growth^ 6.1% 7.9% 7.6% 7.5% 6.1% -1.9% 2.0%
Property Securities^ 2.9% 6.0% 4.3% 1.9% -1.2% -18.0% 1.7%
Australian Shares^ 6.0% 5.5% 4.5% 5.5% 3.4% -8.7% 0.5%
International Shares (unhedged)^ 6.1% 10.7% 11.3% 9.3% 9.1% 3.7% 3.6%

* 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