Net investment returns to 31 Oct 2023
| Investment portfolios |
Since inception
(p.a.) |
10 years
(p.a.) |
8 years
(p.a.) |
5 years
(p.a.) |
3 years
(p.a.) |
1 year
|
FYTD
|
| Building lifestage* |
7.4% |
7.3% |
6.8% |
6.5% |
7.3% |
6.4% |
-3.3% |
| Growing lifestage* |
6.7% |
6.6% |
6.4% |
6.7% |
7.2% |
5.1% |
-2.8% |
| Consolidating lifestage* |
5.3% |
5.2% |
5.0% |
5.1% |
4.5% |
4.3% |
-2.3% |
| Secure^ |
2.5% |
1.4% |
1.2% |
1.1% |
1.3% |
3.4% |
1.3% |
| Balanced^ |
5.1% |
5.1% |
4.9% |
4.9% |
4.1% |
3.7% |
-1.8% |
| Growth^ |
5.8% |
6.3% |
6.0% |
5.9% |
5.8% |
5.3% |
-3.0% |
* 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