Net investment returns to 31 Oct 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* 9.6% N/A 9.4% 10.9% 11.9% 26.1% 2.1%
Growing lifestage* 8.6% N/A 8.6% 10.1% 11.9% 24.7% 2.1%
Consolidating lifestage* 6.9% N/A 6.8% 7.8% 9.3% 16.4% 1.4%
Secure^ 2.6% 1.5% 1.1% 0.7% 0.4% 0.0% 0.0%
Conservative^ 4.7% 4.9% 4.4% 4.7% 5.3% 6.2% 0.1%
Balanced^ 5.8% 7.2% 6.8% 7.7% 9.1% 15.8% 1.1%
Growth^ 6.5% 8.7% 7.9% 9.1% 10.1% 18.6% 1.4%
High Growth^ 7.1% 10.3% 9.3% 10.8% 11.7% 23.3% 1.6%
Property Securities^ 4.5% 8.6% 6.0% 6.3% 7.7% 35.9% 4.8%
Australian Shares^ 7.3% 8.6% 7.4% 9.4% 10.7% 27.4% 1.3%
International Shares (unhedged)^ 7.2% 13.8% 12.5% 14.2% 14.3% 25.5% 2.5%

* 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