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