Net investment returns to 31 Jan 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* |
9.8% |
N/A |
N/A |
9.1% |
11.2% |
19.6% |
8.6% |
| Growing lifestage* |
8.2% |
N/A |
N/A |
7.7% |
9.6% |
16.7% |
7.2% |
| Consolidating lifestage* |
7.0% |
N/A |
N/A |
6.6% |
8.4% |
15.1% |
6.5% |
| Secure^ |
2.9% |
2.3% |
1.6% |
1.4% |
1.1% |
1.0% |
0.4% |
| Conservative^ |
4.9% |
5.4% |
4.9% |
4.6% |
5.7% |
9.3% |
3.8% |
| Balanced^ |
5.8% |
7.1% |
7.1% |
6.7% |
8.5% |
15.2% |
6.5% |
| Growth^ |
6.4% |
8.2% |
8.6% |
7.9% |
9.8% |
16.8% |
7.2% |
| High Growth^ |
6.9% |
9.2% |
10.3% |
9.1% |
11.3% |
19.6% |
8.3% |
| Property Securities^ |
4.6% |
9.3% |
8.1% |
5.3% |
8.0% |
11.3% |
7.5% |
| Australian Shares^ |
7.3% |
7.3% |
8.1% |
7.6% |
9.9% |
20.1% |
7.0% |
| International Shares (unhedged)^ |
6.7% |
11.0% |
14.7% |
11.4% |
14.3% |
24.3% |
11.8% |
* 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