Investment returns

How to find monthly returns

Here's how we've performed over the short and longer term.

Select the month and year from the first dropdown list. The page will automatically refresh and display the investment return figures for your chosen month.

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

See how we perform

Returns for the period ending - 31/10/2017

Superannuation plans (returns shown are net of fees and tax)

Superannuation Plans -

Returns for the period ending - 31/10/2017
 Options 10 Years (% pa) 7 Years (% pa) 5 Years (% pa) 3 Years (% pa) 1 Year (% pa) FYTD (%) Quarter (%) Month (%)
Vision Premixed Options
Conservative 5.25 6.34 6.39 5.67 7.73 2.57 2.19 1.39
Balanced 5.85 7.99 8.84 7.61 11.89 3.94 3.46 2.25
Sustainable Balanced Taxed N/A* N/A* N/A* N/A* 11.89 3.79 3.86 2.64
Balanced Growth 5.18 8.71 10.08 8.45 13.80 4.67 4.09 2.67
Growth 5.58 9.47 11.43 9.45 16.26 5.30 4.77 3.14
Just Shares 4.98 10.04 13.09 10.37 20.64 6.97 6.32 4.01
Vision Single Sector Options
Cash 3.70 3.09 2.49 2.13 1.81 0.58 0.43 0.16
Diversified Bonds 5.24 4.43 3.47 3.25 2.25 0.99 0.65 0.43
Australian Equities 3.84 7.23 9.07 6.42 14.08 4.88 4.90 3.88
International Equities 6.45 12.87 17.51 13.90 26.29 8.65 7.64 4.30

Pension plans (pension plans are untaxed, returns shown are net of fees)

Pension Plans

 Options 10 Years (% pa) 7 Years (% pa) 5 Years (% pa) 3 Years (% pa) 1 Year (% pa) FYTD (%) Quarter (%) Month (%)
Vision Premixed Options
Conservative 5.95 7.09 7.16 6.40 8.86 2.93 2.44 1.55
Balanced 6.27 8.89 9.83 8.45 13.29 4.42 3.77 2.46
Balanced Growth 6.00 9.79 11.25 9.31 15.19 5.15 4.40 2.87
Growth 6.20 10.63 12.79 10.35 17.93 5.99 5.12 3.36
Just Shares 5.64 11.42 14.81 11.31 22.77 7.85 6.77 4.28
Vision Single Sector Options
Cash 4.32 3.61 2.88 2.47 2.12 0.68 0.50 0.18
Diversified Bonds 5.97 5.21 4.05 3.73 2.77 1.13 0.74 0.49
Australian Equities 4.29 8.68 10.64 7.48 15.27 5.19 5.21 4.15
International Equities 6.62 14.08 19.07 14.81 28.10 9.14 8.07 4.52

Investors should be aware that returns may go up and down, so past returns are no guarantee of future performance.

* Option commenced April 2005.



 
 

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