Net investment returns to 31 December 2018

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* 7.4% N/A N/A 7.4% 6.4% -1.4% -4.9%
Growing lifestage* 6.2% N/A N/A 6.2% 5.5% -0.3% -3.2%
Consolidating lifestage* 5.1% N/A N/A 5.1% 4.5% 0.5% -1.8%
Secure^ 3.1% 2.4% 1.9% 1.6% 1.4% 1.4% 0.7%
Conservative^ 4.5% 5.1% 4.6% 3.8% 3.7% 2.0% 0.2%
Balanced^ 5.0% 6.4% 6.3% 4.9% 4.6% 0.9% -1.5%
Growth^ 5.5% 7.7% 8.0% 5.8% 5.7% 0.0% -3.0%
High Growth^ 5.8% 8.5% 9.7% 6.6% 6.4% -1.4% -4.7%
Property Securities^ 3.5% 8.6% 8.8% 6.3% 2.7% -4.2% -5.3%
Australian Shares^ 6.2% 7.7% 7.9% 4.1% 4.4% -4.2% -8.4%
International Shares (unhedged)^ 5.2% 8.3% 13.0% 9.0% 7.5% -0.9% -4.5%

* 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