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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 2.08% 4.40% 2.28% 2.28% 5.50% 6.26% 9.32% N/A
High Growth 2.93% 3.78% 7.73% 7.73% 10.81% 9.13% 10.98% 9.46%
Balanced Growth 2.28% 3.28% 7.17% 7.17% 8.87% 7.85% 9.38% 8.54%
Balanced 1.59% 2.71% 6.51% 6.51% 6.89% 6.47% 7.31% 7.32%
Conservative 0.91% 2.00% 5.30% 5.30% 4.81% 4.73% 5.34% 6.05%
Managed Cash 0.16% 0.46% 1.84% 1.84% 1.87% 1.98% 2.19% 2.91%

Performance Chart

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Monthly Returns
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Month Sustainable Australian Shares (%) High Growth (%) Balanced Growth (%) Balanced (%) Conservative (%) Managed Cash (%)
June 2019 2.08 2.93 2.28 1.59 0.91 0.16
May 2019 -0.34 -1.20 -0.61 0.00 0.42 0.14
April 2019 2.62 2.04 1.60 1.11 0.65 0.15
March 2019 0.10 0.69 0.77 0.86 0.83 0.10
February 2019 4.89 3.68 2.91 2.04 1.27 0.23
January 2019 1.38 3.02 2.39 1.67 0.86 0.21
December 2018 -1.20 -2.21 -1.47 -0.71 -0.05 0.12
November 2018 -3.02 -0.52 -0.41 -0.28 -0.18 0.06
October 2018 -6.12 -4.06 -2.93 -1.74 -0.59 0.15
September 2018 -2.22 -0.09 -0.07 -0.03 0.03 0.14
August 2018 3.38 1.85 1.43 1.07 0.58 0.19
July 2018 1.23 1.63 1.23 0.82 0.46 0.17

Yearly Returns

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