Net investment returns to 31 May 2018
| Investment portfolios |
FYTD
|
1 year
|
3 years
(p.a.) |
5 years
(p.a.) |
7 years
(p.a.) |
10 years
(p.a.) |
Since inception
(p.a.) |
| Building lifestage* |
8.7% |
8.0% |
6.8% |
N/A |
N/A |
N/A |
9.1% |
| Growing lifestage* |
6.7% |
6.2% |
5.5% |
N/A |
N/A |
N/A |
7.4% |
| Consolidating lifestage* |
4.9% |
4.5% |
4.5% |
N/A |
N/A |
N/A |
5.9% |
| Secure^ |
1.1% |
1.2% |
1.3% |
1.7% |
2.2% |
2.7% |
3.1% |
| Conservative^ |
3.6% |
3.3% |
3.3% |
4.2% |
4.7% |
4.3% |
4.6% |
| Balanced^ |
5.2% |
4.7% |
4.6% |
6.0% |
6.2% |
4.9% |
5.2% |
| Growth^ |
6.9% |
6.4% |
5.8% |
7.8% |
7.5% |
5.1% |
5.9% |
| High Growth^ |
8.8% |
8.1% |
6.8% |
9.5% |
8.8% |
5.5% |
6.3% |
| Property Securities^ |
3.5% |
4.2% |
4.0% |
7.4% |
7.8% |
3.9% |
4.0% |
| Australian Shares^ |
9.2% |
9.4% |
5.5% |
7.6% |
7.1% |
5.4% |
7.0% |
| International Shares (unhedged)^ |
10.7% |
8.3% |
8.3% |
13.3% |
12.0% |
6.2% |
5.7% |
* 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