Net investment returns to 29 Feb 2020
| 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* |
8.9% |
N/A |
N/A |
7.2% |
8.9% |
9.8% |
3.7% |
| Growing lifestage* |
7.5% |
N/A |
N/A |
6.3% |
7.9% |
9.1% |
3.7% |
| Consolidating lifestage* |
6.5% |
N/A |
N/A |
5.6% |
7.0% |
8.7% |
3.5% |
| Secure^ |
2.9% |
2.3% |
1.6% |
1.3% |
1.1% |
0.9% |
0.5% |
| Conservative^ |
4.8% |
5.2% |
4.6% |
4.1% |
5.1% |
6.5% |
2.7% |
| Balanced^ |
5.6% |
6.7% |
6.6% |
5.7% |
7.1% |
8.7% |
3.5% |
| Growth^ |
6.1% |
7.7% |
7.9% |
6.5% |
8.1% |
9.4% |
3.7% |
| High Growth^ |
6.6% |
8.6% |
9.3% |
7.2% |
9.1% |
10.0% |
3.7% |
| Property Securities^ |
4.1% |
8.3% |
6.9% |
3.8% |
4.3% |
2.9% |
-0.3% |
| Australian Shares^ |
6.9% |
6.6% |
6.5% |
5.1% |
7.2% |
8.2% |
1.2% |
| International Shares (unhedged)^ |
6.3% |
10.6% |
13.9% |
9.6% |
12.3% |
14.4% |
7.6% |
* 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