Net investment returns to 31 Aug 2021

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* 10.1% N/A 9.7% 11.0% 10.7% 28.0% 4.1%
Growing lifestage* 9.1% N/A 8.9% 10.2% 11.1% 25.9% 3.9%
Consolidating lifestage* 7.3% N/A 7.1% 8.0% 9.0% 18.1% 3.1%
Secure^ 2.6% 1.6% 1.1% 0.8% 0.5% 0.0% 0.0%
Conservative^ 4.8% 5.1% 4.6% 4.9% 5.5% 8.1% 1.6%
Balanced^ 6.0% 7.5% 7.1% 7.9% 8.9% 17.3% 2.7%
Growth^ 6.7% 8.9% 8.2% 9.2% 9.3% 20.1% 2.9%
High Growth^ 7.3% 10.6% 9.6% 10.8% 10.4% 24.7% 3.3%
Property Securities^ 4.6% 8.6% 6.3% 5.2% 6.1% 29.6% 4.9%
Australian Shares^ 7.5% 8.9% 7.4% 9.5% 8.6% 28.2% 3.3%
International Shares (unhedged)^ 7.4% 14.2% 13.5% 14.2% 13.2% 28.8% 5.0%

* 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