Net investment returns to 30 Apr 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* 9.3% N/A 9.0% 10.1% 9.4% 26.6% 21.8%
Growing lifestage* 8.4% N/A 8.2% 9.4% 9.8% 26.3% 20.9%
Consolidating lifestage* 6.8% N/A 6.6% 7.4% 8.0% 18.2% 14.1%
Secure^ 2.7% 1.7% 1.2% 0.9% 0.7% -0.1% 0.0%
Conservative^ 4.7% 4.9% 4.5% 4.7% 5.1% 8.7% 6.1%
Balanced^ 5.8% 6.7% 6.6% 7.4% 8.0% 17.7% 13.7%
Growth^ 6.4% 7.8% 7.8% 8.7% 8.6% 20.7% 16.1%
High Growth^ 7.0% 9.0% 9.1% 10.3% 9.7% 25.6% 20.3%
Property Securities^ 4.1% 7.0% 6.2% 4.9% 5.2% 26.7% 24.1%
Australian Shares^ 7.3% 7.2% 7.0% 9.1% 8.6% 32.2% 24.7%
International Shares (unhedged)^ 6.9% 12.0% 12.4% 13.1% 11.7% 23.4% 20.9%

* 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