Net investment returns to 31 May 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* 7.4% N/A N/A 5.4% 4.9% 0.2% -3.4%
Growing lifestage* 6.3% N/A N/A 4.8% 4.5% 0.5% -2.5%
Consolidating lifestage* 5.4% N/A N/A 4.4% 4.4% 1.4% -1.3%
Secure^ 2.8% 2.1% 1.5% 1.2% 1.1% 0.6% 0.4%
Conservative^ 4.5% 4.8% 4.1% 3.6% 3.8% 1.9% 0.4%
Balanced^ 5.1% 6.1% 5.6% 4.6% 4.6% 1.5% -1.2%
Growth^ 5.6% 7.1% 6.7% 5.1% 4.9% 1.3% -1.8%
High Growth^ 6.0% 7.9% 7.9% 5.6% 5.2% 0.9% -2.8%
Property Securities^ 2.8% 6.5% 3.8% 0.5% -1.7% -15.3% -16.0%
Australian Shares^ 6.0% 5.7% 5.2% 3.1% 2.7% -5.8% -9.1%
International Shares (unhedged)^ 6.0% 10.0% 11.8% 8.2% 8.1% 9.0% 4.1%

* 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