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

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Investment Option 1mth 3mth FYTD 12mth 3yrs 5yrs 7yrs 10yrs
High Growth -1.17% 2.91% 2.91% -1.40% 6.41% 8.54% 8.73% 8.85%
Balanced Growth -0.88% 2.38% 2.38% -0.94% 5.73% 7.45% 7.63% 7.93%
Balanced -0.42% 1.88% 1.88% -0.37% 5.04% 6.32% 6.51% 6.90%
Conservative 0.05% 1.43% 1.43% 0.51% 4.06% 4.91% 5.04% 5.62%
Managed Cash -0.01% 0.26% 0.26% 0.95% 1.67% 1.92% 2.10% 2.78%

Performance Chart

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Monthly Returns
From
to

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Month High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Managed Cash (%)
September 2020 -1.17 -0.88 -0.42 0.05 -0.01
August 2020 2.61 1.95 1.18 0.48 0.09
July 2020 1.47 1.32 1.12 0.90 0.18
June 2020 0.48 0.50 0.48 0.48 0.16
May 2020 3.20 2.52 1.76 1.05 0.18
April 2020 4.38 3.21 1.78 0.79 0.33
March 2020 -11.64 -9.48 -6.89 -4.38 -0.54
February 2020 -4.56 -3.33 -1.95 -0.62 0.06
January 2020 1.66 1.56 1.42 1.11 0.13
December 2019 -0.06 -0.10 -0.12 -0.03 0.14
November 2019 2.87 2.19 1.45 0.78 0.10
October 2019 0.45 0.30 0.16 0.04 0.14

Yearly Returns to June

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Year High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Managed Cash (%)
2020 -1.37 -0.68 0.08 0.83 1.10
2019 8.58 8.05 7.39 6.10 2.24
2018 11.82 9.59 7.44 4.99 1.94
2017 15.34 12.12 8.94 6.01 2.25
2016 2.75 4.10 5.23 5.25 2.35
2015 12.43 9.94 7.60 4.82 2.56
2014 16.23 13.43 10.61 7.75 2.86
2013 19.52 15.96 11.55 8.16 3.49
2012 -3.58 -0.38 3.18 5.78 4.62
2011 10.55 9.91 8.97 8.03 5.73
2010 14.63 14.21 13.70 13.15 5.18
2009 -23.83 -19.48 -16.62 -13.62 5.03
2008 -12.09 -7.96 -4.59 -0.15 5.08
2007 17.17 14.62 11.03 7.49 6.75
2006 18.94 15.30 11.44 7.63 4.53
2005 15.34 14.00 12.25 10.63 4.36
2004 17.52 13.90 10.45 7.03 4.78
2003 -4.13 -0.95 2.14 5.24 3.75
2002 -10.87 -6.96 -3.32 0.29 3.57
2001 1.33 3.56 4.77 5.93 6.50
2000 N/A 13.68 11.06 8.68 5.78
1999 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.

 

The information on this website is of a general nature only and does not take into account your personal objectives, situation or needs. You should consider obtaining professional financial, taxation and or legal advice tailored to your personal circumstances prior to making any financial decision.