Net investment returns to 30 Apr 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* 6.9% N/A N/A 4.9% 3.8% -4.7% -6.8%
Growing lifestage* 5.9% N/A N/A 4.3% 3.6% -3.3% -5.3%
Consolidating lifestage* 5.1% N/A N/A 4.0% 3.7% -1.7% -3.7%
Secure^ 2.9% 2.2% 1.5% 1.3% 1.1% 0.7% 0.5%
Conservative^ 4.5% 4.6% 3.9% 3.3% 3.5% 0.9% -1.1%
Balanced^ 5.0% 5.7% 5.2% 4.2% 3.9% -1.5% -3.6%
Growth^ 5.5% 6.5% 6.3% 4.8% 4.1% -2.1% -4.4%
High Growth^ 5.8% 7.2% 7.5% 5.2% 4.3% -3.3% -5.6%
Property Securities^ 2.8% 5.9% 3.0% 0.3% -1.7% -16.2% -16.7%
Australian Shares^ 5.8% 4.6% 4.1% 2.4% 0.6% -9.0% -12.7%
International Shares (unhedged)^ 5.9% 9.7% 12.6% 8.3% 8.2% 2.4% 1.6%

* 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