Contributor Financed Benefit
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
| Investment Option | 1mth | 3mth | FYTD | 12mth | 3yrs | 5yrs | 7yrs | 10yrs |
|---|---|---|---|---|---|---|---|---|
| High Growth | 0.42% | 7.24% | -1.03% | -1.03% | 5.60% | 6.40% | 8.39% | 8.16% |
| Growth | 0.42% | 5.31% | -0.66% | -0.66% | 4.85% | 5.82% | 7.35% | 7.23% |
| Balanced Growth | 0.43% | 5.53% | -0.46% | -0.46% | 4.95% | 5.77% | 7.28% | 7.33% |
| Balanced | 0.41% | 3.50% | 0.12% | 0.12% | 4.36% | 5.11% | 6.11% | 6.46% |
| Conservative | 0.40% | 1.97% | 0.71% | 0.71% | 3.43% | 4.05% | 4.65% | 5.35% |
| Managed Cash | 0.13% | 0.57% | 0.96% | 0.96% | 1.50% | 1.82% | 2.10% | 2.82% |
Performance Chart
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Drag sliders to adjust date rangeMonthly Returns
From
to
| Month | High Growth (%) | Growth (%) | Balanced Growth (%) | Balanced (%) | Conservative (%) | Managed Cash (%) |
|---|---|---|---|---|---|---|
| June 2020 | 0.42 | 0.42 | 0.43 | 0.41 | 0.40 | 0.13 |
| May 2020 | 2.91 | 2.28 | 2.28 | 1.57 | 0.92 | 0.15 |
| April 2020 | 3.77 | 2.53 | 2.74 | 1.48 | 0.63 | 0.29 |
| March 2020 | -10.35 | -8.29 | -8.38 | -6.07 | -3.87 | -0.48 |
| February 2020 | -4.21 | -3.07 | -3.07 | -1.80 | -0.56 | 0.08 |
| January 2020 | 1.58 | 1.48 | 1.46 | 1.30 | 1.01 | 0.11 |
| December 2019 | -0.07 | -0.10 | -0.10 | -0.12 | -0.05 | 0.11 |
| November 2019 | 2.67 | 1.97 | 2.04 | 1.35 | 0.71 | 0.09 |
| October 2019 | 0.41 | 0.28 | 0.28 | 0.14 | 0.02 | 0.12 |
| September 2019 | 1.71 | 1.28 | 1.27 | 0.78 | 0.30 | 0.09 |
| August 2019 | -0.71 | -0.33 | -0.29 | 0.23 | 0.49 | 0.09 |
| July 2019 | 1.70 | 1.42 | 1.42 | 1.10 | 0.79 | 0.18 |
Yearly Returns to June
| Year | High Growth (%) | Growth (%) | Balanced Growth (%) | Balanced (%) | Conservative (%) | Managed Cash (%) |
|---|---|---|---|---|---|---|
| 2020 | -1.03 | -0.66 | -0.46 | 0.12 | 0.71 | 0.96 |
| 2019 | 7.66 | 6.72 | 7.13 | 6.56 | 5.31 | 1.87 |
| 2018 | 10.53 | 8.74 | 8.40 | 6.52 | 4.31 | 1.67 |
| 2017 | 13.13 | 10.79 | 10.42 | 7.56 | 4.97 | 2.05 |
| 2016 | 2.38 | 3.90 | 3.73 | 4.96 | 5.01 | 2.57 |
| 2015 | 11.91 | 9.61 | 9.68 | 7.41 | 4.94 | 2.54 |
| 2014 | 15.16 | 12.99 | 12.61 | 9.91 | 7.42 | 3.02 |
| 2013 | 16.57 | 13.70 | 13.88 | 10.35 | 7.39 | 3.38 |
| 2012 | -3.44 | -1.31 | -1.30 | 2.65 | 5.44 | 4.40 |
| 2011 | 10.70 | 9.04 | 10.41 | 9.01 | 8.16 | 5.83 |
| 2010 | 13.56 | 10.36 | 13.00 | 12.35 | 11.82 | 4.98 |
| 2009 | -21.46 | -19.73 | -16.96 | -13.33 | -9.68 | 5.12 |
| 2008 | -11.63 | -7.92 | -7.98 | -4.54 | -1.16 | 4.33 |
| 2007 | 15.56 | 14.28 | 12.80 | 9.93 | 7.01 | 6.89 |
| 2006 | 10.77 | 17.31 | 8.69 | 6.81 | 4.97 | 3.44 |
| 2005 | N/A | 14.22 | N/A | N/A | N/A | N/A |
| 2004 | N/A | 13.40 | N/A | N/A | N/A | N/A |
| 2003 | N/A | 0.39 | N/A | N/A | N/A | N/A |
| 2002 | N/A | -5.81 | N/A | N/A | N/A | N/A |
| 2001 | N/A | 2.51 | N/A | N/A | N/A | N/A |
Note: The 3, 5, 7 and 10 year figures are rolling and reflect an annualised compound rate.
