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 | 2.99% | 7.92% | 19.92% | 23.92% | 9.03% | 10.00% | 9.20% | 8.85% |
| Growth | 2.36% | 5.99% | 15.30% | 18.43% | 7.35% | 8.29% | 7.86% | 7.73% |
| Balanced Growth | 2.37% | 6.03% | 15.39% | 18.52% | 7.59% | 8.27% | 7.83% | 7.72% |
| Balanced | 1.77% | 4.12% | 10.73% | 12.93% | 6.06% | 6.53% | 6.42% | 6.63% |
| Conservative | 1.00% | 2.11% | 6.12% | 7.53% | 4.26% | 4.54% | 4.65% | 5.22% |
| Managed Cash | 0.00% | 0.03% | 0.46% | 0.74% | 1.19% | 1.49% | 1.80% | 2.37% |
Performance Chart
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Drag sliders to adjust date rangeMonthly Returns
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| Month | High Growth (%) | Growth (%) | Balanced Growth (%) | Balanced (%) | Conservative (%) | Managed Cash (%) |
|---|---|---|---|---|---|---|
| April 2021 | 2.99 | 2.36 | 2.37 | 1.77 | 1.00 | 0.00 |
| March 2021 | 2.57 | 2.03 | 2.05 | 1.58 | 1.01 | 0.03 |
| February 2021 | 2.16 | 1.49 | 1.49 | 0.72 | 0.10 | 0.00 |
| January 2021 | 0.07 | 0.07 | 0.07 | 0.07 | 0.09 | 0.04 |
| December 2020 | 1.42 | 1.17 | 1.18 | 0.94 | 0.66 | 0.00 |
| November 2020 | 6.38 | 4.87 | 4.91 | 3.24 | 1.59 | 0.07 |
| 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 |
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.
