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

Returns for the period ending 31 May 2018

Superannuation plan returns are shown net of fees and tax. Pension plans are untaxed and returns are shown net of fees.

SUPER PLANS - Premixed
10 Years (% pa)7 Years (% pa)5 Years (% pa)3 Years (% pa)1 Year (% pa)FYTD (%)Quarter (%)Month (%)
Conservative5.386.245.864.805.155.111.040.31
Balanced6.258.028.026.437.797.761.460.48
Sustainable BalancedN/A*N/A*N/A*N/A*6.067.201.580.77
Balanced Growth5.868.729.137.029.079.081.660.58
Growth6.619.6710.327.8410.5310.561.880.70
Just Shares6.5710.3511.308.4112.2512.591.351.01
SUPER PLANS - Single Sector
Cash3.432.832.301.971.821.680.460.16
Diversified Bonds4.914.253.372.691.862.030.500.06
Australian Equities5.647.598.005.8311.2010.461.681.59
International Equities7.8313.0714.8310.3112.8114.271.170.47
Innovation & DisruptionN/A*N/A*N/A*N/A*N/A*N/A*7.134.52
PENSION PLANS - Premixed
10 Years (% pa)7 Years (% pa)5 Years (% pa)3 Years (% pa)1 Year (% pa)FYTD (%)Quarter (%)Month (%)
Conservative6.106.956.585.425.785.741.140.32
Balanced6.868.878.917.118.648.611.580.51
Sustainable BalancedN/A*N/A*N/A*N/A*N/A*N/A*1.740.84
Balanced Growth6.829.7110.117.729.879.871.740.59
Growth7.3510.7311.388.5311.5611.581.960.70
Just Shares7.4211.6212.599.2313.5513.921.431.05
PENSION PLANS - Single Sector
Cash4.003.312.662.302.121.950.530.19
Diversified Bonds5.624.953.873.032.102.300.550.04
Australian Equities6.398.949.246.8011.9311.141.761.67
International Equities8.1814.1715.8910.6713.4514.971.190.45
Innovation & DisruptionN/A*N/A*N/A*N/A*N/A*N/A*N/A*N/A*

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.

 

Super saver plans                
Premixed options                        
  10 Years (% pa) 7 Years (% pa) 5 Years (% pa) 3 Years (% pa) 1 Year (% pa) FYTD (%) Quarter (%) Month (%)
Conservative 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Balanced 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Sustainable Balanced 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Balanced Growth 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Growth 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Just Shares 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Single sector                
Cash 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Diversified Bonds 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Australian Equities 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
International Equities 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Innovation & Disruption 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
                 
Pension plans                    
  10 Years (% pa) 7 Years (% pa) 5 Years (% pa) 3 Years (% pa) 1 Year (% pa) FYTD (%) Quarter (%) Month (%)
Conservative 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Balanced 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Sustainable Balanced 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Balanced Growth 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Growth 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Just Shares 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Single sector                
Cash 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Diversified Bonds 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Australian Equities 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
International Equities 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%
Innovation & Disruption 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11% 1.11%

 

 

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