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