Accumulation Scheme

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.

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Investment Returns As at

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Investment Option 1mth 3mth FYTD 12mth 3yrs 5yrs 7yrs 10yrs
Sustainable Australian Shares N/A N/A N/A N/A N/A N/A N/A N/A
High Growth 2.31% 4.06% 3.63% 1.52% 6.64% 7.50% 8.33% 8.24%
Balanced Growth 1.71% 3.32% 2.88% 1.22% 5.75% 6.54% 7.24% 7.34%
Balanced 1.04% 2.43% 2.01% 0.76% 4.79% 5.46% 5.89% 6.14%
Conservative 0.41% 1.57% 1.17% 0.56% 3.59% 4.13% 4.45% 4.92%
Managed Cash 0.08% 0.35% 0.22% 0.90% 1.46% 1.72% 1.86% 2.45%

Performance Chart

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Monthly Returns
From
to

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Month Sustainable Australian Shares (%) High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Managed Cash (%)
August 2020 N/A 2.31 1.71 1.04 0.41 0.08
July 2020 N/A 1.29 1.15 0.97 0.76 0.14
June 2020 N/A 0.42 0.43 0.41 0.40 0.13
May 2020 N/A 2.89 2.27 1.57 0.92 0.15
April 2020 N/A 3.74 2.72 1.48 0.63 0.29
March 2020 N/A -10.30 -8.36 -6.06 -3.87 -0.48
February 2020 N/A -4.22 -3.08 -1.81 -0.57 0.07
January 2020 N/A 1.57 1.45 1.30 1.01 0.11
December 2019 N/A -0.07 -0.10 -0.12 -0.05 0.11
November 2019 N/A 2.64 2.01 1.33 0.69 0.09
October 2019 N/A 0.41 0.27 0.14 0.02 0.12
September 2019 1.58 1.70 1.27 0.78 0.30 0.09

Yearly Returns to June

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Year Sustainable Australian Shares (%) High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Managed Cash (%)
2020 5.27 -1.11 -0.54 0.06 0.67 0.94
2019 2.28 7.73 7.17 6.51 5.30 1.84
2018 6.64 10.68 8.62 6.61 4.37 1.68
2017 7.67 14.11 10.87 7.53 4.76 2.08
2016 -0.15 2.00 3.42 4.66 4.70 2.21
2015 15.54 11.55 9.33 7.03 4.51 2.10
2014 12.44 14.85 12.72 9.00 6.73 2.43
2013 22.47 16.59 13.84 9.87 7.03 2.98
2012 1.10 -3.44 -0.91 2.37 4.72 3.96
2011 N/A 9.12 8.47 7.70 6.91 4.92
2010 N/A 13.05 12.78 12.19 11.71 4.92
2009 N/A -21.52 -17.80 -14.81 -11.71 4.68
2008 N/A -10.67 -7.27 -3.73 0.06 4.84
2007 N/A 15.49 13.41 10.31 7.16 6.69
2006 N/A 18.69 14.65 10.96 7.46 4.63
2005 N/A 15.62 13.73 11.93 10.17 4.24
2004 N/A 16.57 12.90 9.58 6.42 4.21
2003 N/A -2.58 -0.05 2.67 5.21 3.50
2002 N/A -8.81 -5.36 -2.11 1.21 3.72
2001 N/A 2.87 3.98 5.01 6.17 6.94
2000 N/A 15.08 12.36 10.08 7.52 4.88

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

Please note: The Sustainable Australian Shares option closed on 24 September 2019; for this option investment returns are shown as at 24 September 2019.

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.