Net investment returns to 30 Apr 2022

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* 8.6% N/A 7.6% 7.9% 7.7% 3.5% -1.2%
Growing lifestage* 7.8% N/A 7.2% 7.9% 8.2% 3.8% -0.2%
Consolidating lifestage* 6.2% N/A 5.6% 6.1% 5.7% 1.7% -1.2%
Secure^ 2.5% 1.3% 0.9% 0.7% 0.2% 0.0% -0.1%
Conservative^ 4.4% 4.2% 3.5% 3.6% 2.9% -0.7% -2.3%
Balanced^ 5.5% 6.5% 5.6% 6.1% 5.6% 1.5% -1.4%
Growth^ 6.1% 7.9% 6.6% 6.9% 6.5% 2.4% -0.9%
High Growth^ 6.7% 9.4% 7.6% 8.0% 7.8% 3.3% -0.5%
Property Securities^ 4.1% 7.3% 4.3% 4.6% 3.5% 4.3% 1.1%
Australian Shares^ 7.2% 8.3% 6.9% 7.6% 8.8% 7.0% 3.6%
International Shares (unhedged)^ 6.5% 12.2% 9.2% 9.4% 8.3% 0.5% -4.4%

* 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