Investment Performance

Rates of return give you a recent and longer term perspective of how each option has performed. It is important to remember that past performance should not be taken as an indication of future performance. Analyse returns in relation to the performance of the market as a whole to get the big picture.

Please note, the Growth investment option will no longer be available after 25 January 2021.

 

Rates of returns to 30 June 2021
net of investment fees and tax.
Investment Option 1 mth 3 mths FYTD 1 year 3 years 5 years 10 years
  % % % % % p.a. % p.a. % p.a.
High Growth 1.51 5.79 22.4 22.4 9.11 10.07 9.28
Socially Responsible~ 2.35 6.11 19.83 19.83 8.21 8.29 7.86
Growth 4 - - - - - - -
Balanced 1.41 5.32 19.44 19.44 8.34 8.55 7.98
Moderate 0.94 3.92 13.64 13.64 6.38 6.7 6.72
Conservative 0.44 2.65 9.47 9.47 5.02 5.29 5.69
Capital Defensive 0.15 1.6 5.45 5.45 3.63 3.73 4.38
Cash - 0.01 0.08 0.08 0.84 1.14 1.92

~ Option introduced on1 March 2009