Rates of return give you a recent and longer term perspective of how each investment 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.

Yearly rates of return less investment fees to 30 June 2018

Year High Growth* Growth# Balanced Moderate^ Conservative Capital Defensive+ Cash Socially Responsible~
2017-18 11.73% 10.09% 8.97% 7.23% 5.65% 3.93% 1.83% 9.05%
2016-17 14.04% 12.30% 10.96% 8.91% 7.24% 5.09% 1.91% 8.38%
2015-16 3.53% 3.78% 3.85% 3.72% 3.23% 3.36% 2.24% 0.24%
2014-15 10.91% 10.02% 9.38% 8.18% 6.90% 5.53% 2.69% 10.25%
2013-14 16.12% 14.90% 13.82% 12.06% 10.29% 8.02% 2.85% 13.31%
2012-13 19.70% 16.45% 14.73% 12.26% 9.66% 5.66% 3.44% 19.04%
2011-12 -0.60% 1.99% 3.10% 4.46% 6.93% 9.26% 4.80% -0.46%
2010-11 12.46% 11.44% 10.96% 9.75% 8.83% 7.46% 5.07% 8.64%
2009-10 12.91% 12.21% 12.59% 12.11% 12.06% 11.00% 3.85% 8.98%
2008-09 -20.50% -17.51% -15.32% -10.34% -6.63% -0.97% 5.64% -
2007-08 -13.00% -11.17% -9.26% -6.85% -3.83% 0.72% 6.19% -
2006-07 21.65% 19.47% 17.66% 14.39% 11.64% 8.40% 6.46% -
2005-06 21.60% 19.40% 17.60% - 11.70% 8.50% 5.90% -
2004-05 15.60% 15.20% 14.70% - 13.20% 9.30% 5.80% -
2003-04 20.00% - 16.00% - 10.50% - 5.60% -
2002-03 -2.66% - 1.10% - 6.30% - 5.14% -
2001-02 -7.24% - -3.65% - 1.83% - 4.64% -
2000-01 2.87% - 3.85% - 5.52% - 6.12% -

 

*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
~Option introduced on 1 March 2009

Keep in mind that the Lump Sum Scheme is an untaxed scheme, which means returns are reported without taking tax into account. Most other funds are taxed funds and report their investment earnings after tax.

Please note, these returns may differ from that reported by Funds SA due to differential year end cut off timeframe.