• Back
  • Print

Account-Based Pension Plan

Our investment returns are shown as a percentage, after the deduction of tax and fees. It’s important to note that these returns are historical and the past performance of an investment option is not necessarily an indicator of its future performance.

Investment Returns As at

Swipe horizontally to see all columns or rotate device for wider view.

Investment Option 1mth 3mth FYTD 12mth 3yrs 5yrs 7yrs 10yrs
Sustainable Australian Shares 0.23% -0.97% 5.17% 7.42% 3.20% 8.82% N/A N/A
High Growth 0.53% 1.57% 10.66% 10.97% 8.57% 11.21% 10.02% 6.09%
Balanced Growth 0.49% 1.39% 8.65% 8.91% 7.54% 9.42% 8.86% 5.97%
Balanced 0.46% 1.31% 6.74% 6.87% 6.46% 7.61% 7.58% 5.41%
Conservative 0.35% 0.95% 4.56% 4.65% 4.99% 5.52% 6.03% 4.77%
Cash 0.17% 0.44% 1.80% 2.02% 2.18% 2.37% 2.90% 3.64%

Performance Chart

Loading chart.../investments/performance/account-based-pension-plan/investment_growth

Drag sliders to adjust date range

Monthly Returns
From
to

Swipe horizontally to see all columns or rotate device for wider view.

Month Sustainable Australian Shares (%) High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Cash (%)
May 2018 0.23 0.53 0.49 0.46 0.35 0.17
April 2018 1.84 2.33 1.72 1.08 0.39 0.19
March 2018 -2.98 -1.26 -0.81 -0.23 0.21 0.08
February 2018 0.74 -0.22 -0.18 -0.16 -0.06 0.13
January 2018 -0.15 1.14 0.88 0.60 0.40 0.20
December 2017 0.62 0.77 0.67 0.51 0.32 0.13
November 2017 1.49 1.77 1.40 1.09 0.75 0.15
October 2017 5.06 2.92 2.32 1.70 1.04 0.20
September 2017 0.18 1.42 1.03 0.62 0.30 0.15
August 2017 0.40 0.98 0.83 0.73 0.51 0.31
July 2017 -2.16 -0.12 0.01 0.14 0.28 0.06
June 2017 2.14 0.29 0.24 0.13 0.09 0.21

Yearly Returns

Swipe horizontally to see all columns or rotate device for wider view.

Year Sustainable Australian Shares (%) High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Cash (%)
2017 9.18 15.34 12.12 8.94 6.01 2.25
2016 0.54 2.75 4.10 5.23 5.25 2.35
2015 17.13 12.43 9.94 7.60 4.82 2.56
2014 13.51 16.23 13.43 10.61 7.75 2.86
2013 13.86 19.52 15.96 11.55 8.16 3.49
2012 N/A -3.58 -0.38 3.18 5.78 4.62
2011 N/A 10.55 9.91 8.97 8.03 5.73
2010 N/A 14.63 14.21 13.70 13.15 5.18
2009 N/A -23.83 -19.48 -16.62 -13.62 5.03
2008 N/A -12.09 -7.96 -4.59 -0.15 5.08
2007 N/A 17.17 14.62 11.03 7.49 6.75
2006 N/A 18.94 15.30 11.44 7.63 4.53
2005 N/A 15.34 14.00 12.25 10.63 4.36
2004 N/A 17.52 13.90 10.45 7.03 4.78
2003 N/A -4.13 -0.95 2.14 5.24 3.75
2002 N/A -10.87 -6.96 -3.32 0.29 3.57
2001 N/A 1.33 3.56 4.77 5.93 6.50
2000 N/A N/A 13.68 11.06 8.68 5.78
1999 N/A N/A -0.37 -0.57 -0.56 1.25

 

Important: Transition to Retirement members who want historical performance after 1 July 2017 should contact Member Services on 1300 LGSUPER (1300 547 873) between 8.30am and 5.00pm, Monday to Friday.

Note: The 3, 5, 7 and 10 year figures are rolling and reflect an annualised compound rate.