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.
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Investment Returns As at
| Investment Option | 1mth | 3mth | FYTD | 12mth | 3yrs | 5yrs | 7yrs | 10yrs |
|---|---|---|---|---|---|---|---|---|
| High Growth | 0.61% | 1.61% | 2.93% | -1.22% | 5.01% | 6.68% | 7.63% | 7.84% |
| Growth | 0.55% | 1.35% | 2.47% | -0.84% | 4.37% | 5.98% | 6.75% | 7.00% |
| Balanced Growth | 0.56% | 1.27% | 2.44% | -0.71% | 4.50% | 5.95% | 6.68% | 7.03% |
| Balanced | 0.47% | 1.00% | 1.97% | -0.17% | 4.08% | 5.19% | 5.73% | 6.24% |
| Conservative | 0.37% | 0.78% | 1.54% | 0.64% | 3.32% | 4.11% | 4.47% | 5.17% |
| Managed Cash | 0.13% | 0.19% | 0.33% | 0.80% | 1.40% | 1.69% | 1.97% | 2.65% |
Performance Chart
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Drag sliders to adjust date rangeMonthly Returns
From
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| Month | High Growth (%) | Growth (%) | Balanced Growth (%) | Balanced (%) | Conservative (%) | Managed Cash (%) |
|---|---|---|---|---|---|---|
| October 2020 | 0.61 | 0.55 | 0.56 | 0.47 | 0.37 | 0.13 |
| September 2020 | -1.30 | -0.90 | -0.99 | -0.51 | -0.00 | -0.02 |
| August 2020 | 2.32 | 1.70 | 1.72 | 1.04 | 0.41 | 0.08 |
| July 2020 | 1.30 | 1.11 | 1.16 | 0.97 | 0.76 | 0.14 |
| 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 |
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.
