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