Net investment returns to 30 Jun 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* 7.3% N/A N/A 6.2% 5.2% -3.0% -3.0%
Growing lifestage* 6.4% N/A N/A 5.6% 5.2% -1.0% -1.0%
Consolidating lifestage* 5.5% N/A N/A 5.0% 4.9% -0.2% -0.2%
Secure^ 2.8% 2.1% 1.5% 1.3% 1.1% 0.5% 0.5%
Conservative^ 4.6% 4.9% 4.4% 4.1% 4.2% 1.3% 1.3%
Balanced^ 5.2% 6.3% 5.9% 5.1% 5.1% -0.2% -0.2%
Growth^ 5.7% 7.4% 7.1% 5.8% 5.5% -0.6% -0.6%
High Growth^ 6.0% 8.4% 8.3% 6.5% 5.9% -1.5% -1.5%
Property Securities^ 2.9% 6.8% 4.4% 1.6% -1.5% -15.0% -15.0%
Australian Shares^ 6.1% 6.2% 5.9% 4.4% 3.3% -7.4% -7.4%
International Shares (unhedged)^ 5.9% 10.3% 11.5% 8.5% 8.7% 3.7% 3.7%

* 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