Net investment returns to 31 Dec 2021
| 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 |
9.6% |
10.4% |
14.1% |
18.2% |
5.2% |
| Growing lifestage* |
8.8% |
N/A |
8.7% |
9.9% |
13.6% |
18.1% |
5.1% |
| Consolidating lifestage* |
7.0% |
N/A |
6.9% |
7.8% |
10.5% |
12.3% |
3.7% |
| Secure^ |
2.6% |
1.5% |
1.0% |
0.7% |
0.4% |
0.0% |
0.0% |
| Conservative^ |
4.7% |
4.9% |
4.4% |
4.7% |
5.7% |
4.3% |
1.2% |
| Balanced^ |
5.9% |
7.5% |
6.9% |
7.6% |
10.2% |
11.2% |
3.1% |
| Growth^ |
6.6% |
9.1% |
8.0% |
8.7% |
11.6% |
13.5% |
3.7% |
| High Growth^ |
7.2% |
10.9% |
9.4% |
10.2% |
13.7% |
16.7% |
4.5% |
| Property Securities^ |
4.8% |
9.3% |
6.2% |
6.9% |
10.4% |
27.1% |
9.8% |
| Australian Shares^ |
7.4% |
9.4% |
7.9% |
8.6% |
12.8% |
17.1% |
3.4% |
| International Shares (unhedged)^ |
7.4% |
14.3% |
12.1% |
13.1% |
17.6% |
22.4% |
6.9% |
* 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