Net investment returns to 31 Aug 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* 7.7% N/A N/A 7.1% 6.4% -0.2% 3.7%
Growing lifestage* 6.8% N/A N/A 6.5% 6.4% 1.9% 3.7%
Consolidating lifestage* 5.8% N/A N/A 5.6% 5.7% 1.5% 2.6%
Secure^ 2.8% 2.0% 1.4% 1.2% 1.0% 0.3% 0.0%
Conservative^ 4.6% 4.8% 4.4% 4.3% 4.6% 1.5% 1.3%
Balanced^ 5.3% 6.3% 5.9% 5.6% 5.9% 1.3% 2.5%
Growth^ 5.8% 7.4% 7.0% 6.5% 6.3% 1.2% 2.7%
High Growth^ 6.2% 8.5% 8.1% 7.4% 6.9% 1.2% 3.4%
Property Securities^ 3.1% 6.6% 5.2% 2.6% -0.5% -14.2% 3.8%
Australian Shares^ 6.3% 6.3% 5.4% 5.7% 4.7% -4.0% 3.8%
International Shares (unhedged)^ 6.1% 10.8% 11.4% 8.8% 10.1% 5.7% 3.6%

* 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