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