Net investment returns to 31 Dec 2019

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* 9.4% N/A N/A 9.0% 10.0% 20.5% 5.5%
Growing lifestage* 7.9% N/A N/A 7.5% 8.6% 17.2% 4.5%
Consolidating lifestage* 6.7% N/A N/A 6.4% 7.5% 15.4% 3.9%
Secure^ 2.9% 2.3% 1.6% 1.4% 1.1% 1.1% 0.3%
Conservative^ 4.8% 5.1% 4.8% 4.5% 5.1% 9.0% 2.0%
Balanced^ 5.7% 6.6% 7.1% 6.6% 7.6% 15.6% 4.0%
Growth^ 6.3% 7.6% 8.7% 7.8% 8.8% 17.4% 4.6%
High Growth^ 6.7% 8.5% 10.5% 9.0% 10.1% 20.6% 5.4%
Property Securities^ 4.5% 8.8% 8.5% 6.1% 7.3% 19.3% 5.9%
Australian Shares^ 7.1% 6.4% 8.1% 7.2% 8.1% 19.7% 2.9%
International Shares (unhedged)^ 6.5% 10.4% 14.8% 11.4% 12.6% 25.5% 8.6%

* 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