Net investment returns to 30 Apr 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* |
9.3% |
N/A |
9.0% |
10.1% |
9.4% |
26.6% |
21.8% |
| Growing lifestage* |
8.4% |
N/A |
8.2% |
9.4% |
9.8% |
26.3% |
20.9% |
| Consolidating lifestage* |
6.8% |
N/A |
6.6% |
7.4% |
8.0% |
18.2% |
14.1% |
| Secure^ |
2.7% |
1.7% |
1.2% |
0.9% |
0.7% |
-0.1% |
0.0% |
| Conservative^ |
4.7% |
4.9% |
4.5% |
4.7% |
5.1% |
8.7% |
6.1% |
| Balanced^ |
5.8% |
6.7% |
6.6% |
7.4% |
8.0% |
17.7% |
13.7% |
| Growth^ |
6.4% |
7.8% |
7.8% |
8.7% |
8.6% |
20.7% |
16.1% |
| High Growth^ |
7.0% |
9.0% |
9.1% |
10.3% |
9.7% |
25.6% |
20.3% |
| Property Securities^ |
4.1% |
7.0% |
6.2% |
4.9% |
5.2% |
26.7% |
24.1% |
| Australian Shares^ |
7.3% |
7.2% |
7.0% |
9.1% |
8.6% |
32.2% |
24.7% |
| International Shares (unhedged)^ |
6.9% |
12.0% |
12.4% |
13.1% |
11.7% |
23.4% |
20.9% |
* 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