Net investment returns to 31 Dec 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* 8.7% N/A 8.2% 8.7% 7.4% 4.3% 13.5%
Growing lifestage* 7.6% N/A 7.3% 7.9% 7.4% 5.9% 11.8%
Consolidating lifestage* 6.3% N/A 6.1% 6.5% 6.5% 4.2% 8.5%
Secure^ 2.7% 1.9% 1.3% 1.1% 0.9% 0.1% -0.1%
Conservative^ 4.7% 5.0% 4.6% 4.8% 4.9% 3.9% 4.6%
Balanced^ 5.6% 6.5% 6.2% 6.6% 6.7% 4.1% 8.5%
Growth^ 6.1% 7.5% 7.2% 7.6% 6.9% 4.2% 9.6%
High Growth^ 6.6% 8.5% 8.2% 8.7% 7.5% 4.4% 11.7%
Property Securities^ 3.5% 6.4% 5.3% 2.8% 0.5% -11.1% 10.7%
Australian Shares^ 6.8% 6.4% 5.9% 6.9% 5.5% 2.3% 13.7%
International Shares (unhedged)^ 6.4% 11.3% 10.7% 10.6% 9.6% 6.0% 11.0%

* 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