Net investment returns to 31 Jan 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* 8.5% N/A 8.3% 9.2% 6.9% 0.6% 12.6%
Growing lifestage* 7.6% N/A 7.4% 8.4% 7.3% 3.5% 12.2%
Consolidating lifestage* 6.3% N/A 6.2% 6.8% 6.4% 1.7% 8.6%
Secure^ 2.7% 1.8% 1.3% 1.1% 0.8% 0.0% -0.1%
Conservative^ 4.7% 4.9% 4.5% 4.8% 4.9% 2.2% 4.6%
Balanced^ 5.5% 6.4% 6.3% 6.9% 6.6% 1.7% 8.6%
Growth^ 6.1% 7.4% 7.4% 8.1% 6.9% 1.8% 9.8%
High Growth^ 6.6% 8.4% 8.5% 9.5% 7.4% 1.9% 12.1%
Property Securities^ 3.4% 6.2% 5.2% 3.5% 0.7% -13.1% 9.9%
Australian Shares^ 6.8% 6.4% 6.4% 8.0% 5.6% -1.3% 14.0%
International Shares (unhedged)^ 6.4% 10.9% 11.0% 11.3% 9.2% 3.2% 11.3%

* 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