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