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