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