Secure Access Login


Rates of returns to 28 February 2010
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
High Growth* 1.37 1.41 14.90 29.37 -5.37 3.89 4.74
Growth# 1.15 1.42 13.25 24.29 -4.30 4.03 5.39
Balanced 1.05 1.50 12.81 22.29 -3.11 4.33 5.46
Moderate^ 0.94 1.44 11.93 20.43 -1.08 n.a. n.a.
Conservative 0.73 1.63 10.25 16.27 0.48 5.01 6.36
Capital Defensive+ 0.52 1.71 7.88 10.49 2.96 5.51 n.a.
Cash 0.32 0.98 2.39 3.48 5.47 5.70 n.a.
Socially Responsible~ 1.19 0.91 11.62 n.a. n.a. n.a. n.a.

Returns greater than one year have been annualised.
*Prior to 1 July 2004, the High Growth option was called Growth
#Option introduced on 1 July 2004
^Option introduced on 1 July 2006
+Option introduced on 1 July 2004. No members invested in option until September 2004. Investment earnings for five and ten years not available.
~Option introduced on 1 March 2009. Earnings between 1 March 2009 and 30 June 2009 are 9.87%.

 

Find out more:

Monthly market commentary

Top sectors

Top shareholdings

Yearly rates of return

Monthly asset allocation position

Historical unit prices