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
High Growth 0.61% 1.59% 2.91% -1.28% 5.01% 6.85% 7.63% 7.74%
Balanced Growth 0.55% 1.35% 2.52% -0.67% 4.57% 6.05% 6.64% 6.98%
Balanced 0.47% 1.05% 2.02% -0.15% 4.08% 5.17% 5.59% 5.93%
Conservative 0.37% 0.79% 1.55% 0.62% 3.32% 4.05% 4.29% 4.83%
Managed Cash 0.13% 0.19% 0.33% 0.79% 1.39% 1.68% 1.81% 2.38%

Performance Chart

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Monthly Returns
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Month High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Managed Cash (%)
October 2020 0.61 0.55 0.47 0.37 0.13
September 2020 -1.30 -0.90 -0.46 0.01 -0.02
August 2020 2.31 1.71 1.04 0.41 0.08
July 2020 1.29 1.15 0.97 0.76 0.14
June 2020 0.42 0.43 0.41 0.40 0.13
May 2020 2.89 2.27 1.57 0.92 0.15
April 2020 3.74 2.72 1.48 0.63 0.29
March 2020 -10.30 -8.36 -6.06 -3.87 -0.48
February 2020 -4.22 -3.08 -1.81 -0.57 0.07
January 2020 1.57 1.45 1.30 1.01 0.11
December 2019 -0.07 -0.10 -0.12 -0.05 0.11
November 2019 2.64 2.01 1.33 0.69 0.09

Yearly Returns to June

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

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.