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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 0.21% -0.85% 4.82% 6.89% 2.48% 7.80% N/A N/A
High Growth 0.45% 1.52% 9.62% 9.87% 7.65% 10.16% 8.94% 5.43%
Balanced Growth 0.42% 1.36% 7.76% 7.97% 6.66% 8.60% 7.92% 5.25%
Balanced 0.39% 1.28% 5.98% 6.08% 5.60% 6.65% 6.54% 4.67%
Conservative 0.29% 0.90% 3.98% 4.05% 4.23% 4.79% 5.19% 4.14%
Cash 0.14% 0.39% 1.56% 1.75% 2.00% 2.09% 2.52% 3.24%

Performance Chart

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Monthly Returns
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Month Sustainable Australian Shares (%) High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Cash (%)
May 2018 0.21 0.45 0.42 0.39 0.29 0.14
April 2018 1.69 2.11 1.55 0.97 0.35 0.16
March 2018 -2.70 -1.02 -0.60 -0.08 0.26 0.08
February 2018 0.66 -0.17 -0.15 -0.13 -0.05 0.11
January 2018 -0.10 1.02 0.78 0.53 0.34 0.17
December 2017 0.60 0.64 0.56 0.43 0.26 0.11
November 2017 1.39 1.51 1.21 0.91 0.60 0.17
October 2017 4.73 2.68 2.12 1.53 0.92 0.17
September 2017 0.14 1.29 0.93 0.55 0.26 0.13
August 2017 0.34 0.93 0.73 0.61 0.44 0.25
July 2017 -2.06 -0.15 -0.02 0.11 0.24 0.05
June 2017 1.97 0.23 0.19 0.10 0.07 0.18

Yearly Returns

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Year Sustainable Australian Shares (%) High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Cash (%)
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.