Investment returns

How to find monthly returns

Here's how we've performed over the short and longer term.  
You can read about all our different investment choice options here
To find out what stocks we invest in, visit the top stock holdings page

Monthly investment chart Investment history

 

Returns for the period ending 31 January 2019

SUPERANNUATION PLAN RETURNS  are shown net of fees and tax. 
PENSION PLANS are untaxed and returns are shown net of fees. 

  SUPER PLANS
Premixed10 Years (% pa)7 Years (% pa)5 Years (% pa)3 Years (% pa)1 Year (% pa)FYTD (%)Quarter (%)Month (%)
Conservative6.39%6.00%5.29%5.82%2.87%1.48%1.17%1.56%
Balanced8.01%8.04%6.93%8.12%3.12%1.14%1.19%2.41%
Sustainable BalancedN/AN/AN/AN/A2.59%0.23%1.23%3.29%
Balanced Growth7.68%8.88%7.55%8.70%2.63%0.37%1.16%2.75%
Growth9.36%10.05%8.42%10.25%2.99%0.22%1.01%3.45%
Single sector
Cash3.15%2.59%2.18%1.97%2.03%1.28%0.48%0.16%
Diversified Bonds5.01%3.80%3.65%3.36%3.25%2.49%2.07%0.71%
Australian Equities9.55%8.11%6.00%9.22%-0.33%-4.60%0.05%3.26%
International Equities11.25%13.85%10.81%12.11%-1.70%-2.50%0.66%5.22%
Just Shares10.23%10.86%8.47%10.93%-1.62%-3.68%0.46%4.50%
Innovation & disruptionN/AN/AN/AN/AN/A-5.01%2.13%6.28%
  PENSION PLANS
Premixed10 Years (% pa)7 Years (% pa)5 Years (% pa)3 Years (% pa)1 Year (% pa)FYTD (%)Quarter (%)Month (%)
Conservative7.22%6.67%5.93%6.54%3.06%1.51%1.31%1.75%
Balanced8.87%8.88%7.66%8.93%3.22%1.07%1.29%2.64%
Sustainable BalancedN/AN/AN/AN/A3.17%0.49%1.32%3.57%
Balanced Growth9.37%9.96%8.40%9.77%3.35%0.96%1.23%2.98%
Growth10.52%11.21%9.23%11.13%3.12%0.19%1.08%3.69%
Single sector
Cash3.67%2.98%2.51%2.25%2.22%1.35%0.56%0.19%
Diversified Bonds5.67%4.37%4.19%3.72%3.52%2.66%2.39%0.81%
Australian Equities11.10%9.66%7.10%10.41%0.42%-4.12%0.05%3.47%
International Equities12.40%15.08%11.42%12.81%-2.38%-2.93%0.72%5.61%
Just shares11.92%12.40%9.42%12.16%-1.15%-3.41%0.48%4.76%
Innovation & DisruptionN/AN/AN/AN/AN/A-5.93%2.03%6.76%
Investors should be aware that returns may go up and down, so past returns are no guarantee of future performance.

* These are newer Investment options that do not have a full ten year return history.

 

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