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