Investment Choice Returns to 29 February 2024 for Pension Members (net of fees)
Cash | Fixed Interest | Moderate | Smoothed | Int Shares | Aust Shares | |
---|---|---|---|---|---|---|
1 Month | 0.38% | 0.19% | 1.98% | 3.15% | 8.45% | 0.71% |
3 Months | 1.15% | 1.86% | 5.51% | 8.04% | 16.11% | 8.74% |
6 Months | 2.30% | 2.51% | 5.91% | 8.02% | 15.62% | 6.98% |
1 Year | 4.27% | 4.48% | 11.54% | 15.56% | 33.93% | 10.45% |
2 Years | 3.00% | 0.87% | 6.28% | 9.06% | 14.93% | 8.59% |
3 Years | 2.03% | 0.55% | 6.01% | 8.67% | 13.24% | 9.48% |
4 Years | 1.62% | 0.26% | 4.82% | 8.00% | 10.42% | 8.99% |
5 Years | 1.58% | 1.53% | 5.30% | 8.24% | 11.59% | 8.65% |
6 Years | 1.62% | 2.00% | 5.22% | 8.02% | 11.19% | 7.97% |
7 Years | 1.67% | 1.99% | 5.36% | 7.78% | 12.59% | 8.49% |
8 Years | 1.77% | 2.31% | 5.94% | 8.45% | 11.77% | 10.28% |
9 Years | 1.87% | N/A | 4.92% | 6.98% | N/A | 7.18% |
10 Years | 2.01% | N/A | 5.12% | 7.48% | N/A | 7.78% |
11 Years | 2.12% | N/A | 5.34% | N/A | N/A | 8.49% |
12 Years | 2.26% | N/A | 5.90% | N/A | N/A | 9.93% |
13 Years | 2.47% | N/A | 5.55% | N/A | N/A | 8.43% |
14 Years | 2.65% | N/A | 5.68% | N/A | N/A | 8.53% |
15 Years | 2.68% | N/A | 6.47% | N/A | N/A | 10.72% |
16 Years | 2.92% | N/A | 5.44% | N/A | N/A | 7.07% |
17 Years | 3.12% | N/A | 5.17% | N/A | N/A | 6.47% |
18 Years | 3.25% | N/A | 5.47% | N/A | N/A | 7.31% |
19 Years | 3.36% | N/A | 5.79% | N/A | N/A | 8.11% |
20 Years | 3.46% | N/A | 6.11% | N/A | N/A | N/A |
21 Years | 3.51% | N/A | 6.31% | N/A | N/A | N/A |
22 Years | 3.56% | N/A | 5.91% | N/A | N/A | N/A |
Since 1 July 2000 | 3.67% | N/A | 5.87% | 6.58% | N/A | N/A |
Since 1 July 2001 | 3.58% | N/A | 5.82% | 6.50% | N/A | N/A |
Since 1 July 2002 | 3.55% | N/A | 6.04% | 6.72% | N/A | N/A |
Since 1 July 2003 | 3.50% | N/A | 6.23% | 7.13% | N/A | N/A |
Since 1 July 2004 | 3.43% | N/A | 6.08% | 7.06% | N/A | N/A |
Since 1 July 2005 | 3.33% | N/A | 5.73% | 6.88% | N/A | 8.02% |
Since 1 July 2006 | 3.22% | N/A | 5.46% | 6.36% | N/A | 7.22% |
Since 1 July 2007 | 3.06% | N/A | 5.06% | 5.78% | N/A | 6.07% |
Since 1 July 2008 | 2.82% | N/A | 5.65% | 6.44% | N/A | 7.75% |
Since 1 July 2009 | 2.68% | N/A | 6.10% | 7.87% | N/A | 9.58% |
Since 1 July 2010 | 2.60% | N/A | 5.87% | 7.85% | N/A | 9.24% |
Since 1 July 2011 | 2.40% | N/A | 5.71% | 7.82% | N/A | 9.04% |
Since 1 July 2012 | 2.19% | N/A | 6.06% | 8.49% | N/A | 10.67% |
Since 1 July 2013 | 2.10% | N/A | 5.62% | 7.90% | N/A | 9.17% |
Since 1 July 2014 | 1.96% | N/A | 5.12% | 7.43% | N/A | 7.81% |
Since 1 July 2015 | 1.83% | N/A | 5.23% | 7.43% | N/A | 8.11% |
Since 1 July 2016 | 1.73% | 2.18% | 5.69% | 8.14% | 12.61% | 9.55% |
Since 1 July 2017 | 1.64% | 1.95% | 5.31% | 8.11% | 12.13% | 8.61% |
Since 1 July 2018 | 1.61% | 1.91% | 5.15% | 7.78% | 11.19% | 7.70% |
Since 1 July 2019 | 1.56% | 0.87% | 4.73% | 7.58% | 10.66% | 7.46% |
Since 1 July 2020 | 1.70% | 0.36% | 6.07% | 8.85% | 12.52% | 12.54% |
Since 1 July 2021 | 2.28% | 0.02% | 4.35% | 6.41% | 9.41% | 6.54% |
Since 1 July 2022 | 3.57% | 3.86% | 9.68% | 13.39% | 23.91% | 14.11% |
Since 1 July 2023 | 3.06% | 3.83% | 7.65% | 10.47% | 21.07% | 8.99% |
Since Inception (pa) | 3.69% | 2.27% | 6.01% | 6.58% | 11.11% | 8.11% |
Cash | Fixed Interest | Moderate | Smoothed | Int Shares | Aust Shares | |
---|---|---|---|---|---|---|
1 Month | 0.38% | 0.19% | 1.98% | 3.15% | 8.45% | 0.71% |
3 Months | 1.15% | 1.86% | 5.51% | 8.04% | 16.11% | 8.74% |
6 Months | 2.30% | 2.51% | 5.91% | 8.02% | 15.62% | 6.98% |
1 Year | 4.27% | 4.48% | 11.54% | 15.56% | 33.93% | 10.45% |
2 Years | 3.00% | 0.87% | 6.28% | 9.06% | 14.93% | 8.59% |
3 Years | 2.03% | 0.55% | 6.01% | 8.67% | 13.24% | 9.48% |
4 Years | 1.62% | 0.26% | 4.82% | 8.00% | 10.42% | 8.99% |
5 Years | 1.58% | 1.53% | 5.30% | 8.24% | 11.59% | 8.65% |
6 Years | 1.62% | 2.00% | 5.22% | 8.02% | 11.19% | 7.97% |
7 Years | 1.67% | 1.99% | 5.36% | 7.78% | 12.59% | 8.49% |
8 Years | 1.77% | 2.31% | 5.94% | 8.45% | 11.77% | 10.28% |
9 Years | 1.87% | N/A | 4.92% | 6.98% | N/A | 7.18% |
10 Years | 2.01% | N/A | 5.12% | 7.48% | N/A | 7.78% |
11 Years | 2.12% | N/A | 5.34% | N/A | N/A | 8.49% |
12 Years | 2.26% | N/A | 5.90% | N/A | N/A | 9.93% |
13 Years | 2.47% | N/A | 5.55% | N/A | N/A | 8.43% |
14 Years | 2.65% | N/A | 5.68% | N/A | N/A | 8.53% |
15 Years | 2.68% | N/A | 6.47% | N/A | N/A | 10.72% |
16 Years | 2.92% | N/A | 5.44% | N/A | N/A | 7.07% |
17 Years | 3.12% | N/A | 5.17% | N/A | N/A | 6.47% |
18 Years | 3.25% | N/A | 5.47% | N/A | N/A | 7.31% |
19 Years | 3.36% | N/A | 5.79% | N/A | N/A | 8.11% |
20 Years | 3.46% | N/A | 6.11% | N/A | N/A | N/A |
21 Years | 3.51% | N/A | 6.31% | N/A | N/A | N/A |
22 Years | 3.56% | N/A | 5.91% | N/A | N/A | N/A |
Since 1 July 2000 | 3.67% | N/A | 5.87% | 6.58% | N/A | N/A |
Since 1 July 2001 | 3.58% | N/A | 5.82% | 6.50% | N/A | N/A |
Since 1 July 2002 | 3.55% | N/A | 6.04% | 6.72% | N/A | N/A |
Since 1 July 2003 | 3.50% | N/A | 6.23% | 7.13% | N/A | N/A |
Since 1 July 2004 | 3.43% | N/A | 6.08% | 7.06% | N/A | N/A |
Since 1 July 2005 | 3.33% | N/A | 5.73% | 6.88% | N/A | 8.02% |
Since 1 July 2006 | 3.22% | N/A | 5.46% | 6.36% | N/A | 7.22% |
Since 1 July 2007 | 3.06% | N/A | 5.06% | 5.78% | N/A | 6.07% |
Since 1 July 2008 | 2.82% | N/A | 5.65% | 6.44% | N/A | 7.75% |
Since 1 July 2009 | 2.68% | N/A | 6.10% | 7.87% | N/A | 9.58% |
Since 1 July 2010 | 2.60% | N/A | 5.87% | 7.85% | N/A | 9.24% |
Since 1 July 2011 | 2.40% | N/A | 5.71% | 7.82% | N/A | 9.04% |
Since 1 July 2012 | 2.19% | N/A | 6.06% | 8.49% | N/A | 10.67% |
Since 1 July 2013 | 2.10% | N/A | 5.62% | 7.90% | N/A | 9.17% |
Since 1 July 2014 | 1.96% | N/A | 5.12% | 7.43% | N/A | 7.81% |
Since 1 July 2015 | 1.83% | N/A | 5.23% | 7.43% | N/A | 8.11% |
Since 1 July 2016 | 1.73% | 2.18% | 5.69% | 8.14% | 12.61% | 9.55% |
Since 1 July 2017 | 1.64% | 1.95% | 5.31% | 8.11% | 12.13% | 8.61% |
Since 1 July 2018 | 1.61% | 1.91% | 5.15% | 7.78% | 11.19% | 7.70% |
Since 1 July 2019 | 1.56% | 0.87% | 4.73% | 7.58% | 10.66% | 7.46% |
Since 1 July 2020 | 1.70% | 0.36% | 6.07% | 8.85% | 12.52% | 12.54% |
Since 1 July 2021 | 2.28% | 0.02% | 4.35% | 6.41% | 9.41% | 6.54% |
Since 1 July 2022 | 3.57% | 3.86% | 9.68% | 13.39% | 23.91% | 14.11% |
Since 1 July 2023 | 3.06% | 3.83% | 7.65% | 10.47% | 21.07% | 8.99% |
Since Inception (pa) | 3.69% | 2.27% | 6.01% | 6.58% | 11.11% | 8.11% |
Notes:
1. The Australian Share Option was introduced in February 2005. The Fixed Interest Option and the International Share Option were both introduced on 1 January 2016.
2. The Smoothed Option returns have only been calculated on a monthly basis since 1 July 2013, previously they were calculated on an annual basis.
3. Past performance of an investment option does not guarantee future performance of that investment option.
Investment Choice Returns to 29 February 2024 for Accumulation Members (net of fees and taxes)
Cash | Fixed Interest | Moderate | Smoothed | Int Shares | Aust Shares | |
---|---|---|---|---|---|---|
1 Month | 0.32% | 0.16% | 1.74% | 2.76% | 7.35% | 0.70% |
3 Months | 0.97% | 1.58% | 4.93% | 7.22% | 13.94% | 8.73% |
6 Months | 1.95% | 2.12% | 5.25% | 7.12% | 13.53% | 6.97% |
1 Year | 3.61% | 3.76% | 10.12% | 13.68% | 29.05% | 10.41% |
2 Years | 2.53% | 0.71% | 5.56% | 8.10% | 12.95% | 8.57% |
3 Years | 1.71% | 0.44% | 5.36% | 7.82% | 11.50% | 9.47% |
4 Years | 1.36% | 0.19% | 4.33% | 7.34% | 9.07% | 8.98% |
5 Years | 1.31% | 1.26% | 4.73% | 7.51% | 10.07% | 8.64% |
6 Years | 1.34% | 1.65% | 4.63% | 7.27% | 9.72% | 7.93% |
7 Years | 1.38% | 1.64% | 4.76% | 7.05% | 10.90% | 8.38% |
8 Years | 1.46% | 1.91% | 5.30% | 7.65% | 10.17% | 10.04% |
9 Years | 1.54% | N/A | 4.31% | 6.27% | N/A | 6.92% |
10 Years | 1.67% | N/A | 4.46% | 6.71% | N/A | 7.32% |
11 Years | 1.75% | N/A | 4.67% | N/A | N/A | 7.98% |
12 Years | 1.87% | N/A | 5.19% | N/A | N/A | 9.33% |
13 Years | 2.04% | N/A | 4.86% | N/A | N/A | 7.92% |
14 Years | 2.20% | N/A | 4.97% | N/A | N/A | 8.02% |
15 Years | 2.22% | N/A | 5.71% | N/A | N/A | 10.06% |
16 Years | 2.42% | N/A | 4.74% | N/A | N/A | 6.66% |
17 Years | 2.59% | N/A | 4.50% | N/A | N/A | 6.10% |
18 Years | 2.71% | N/A | 4.78% | N/A | N/A | 6.88% |
19 Years | 2.80% | N/A | 5.08% | N/A | N/A | 7.63% |
20 Years | 2.88% | N/A | 5.38% | N/A | N/A | N/A |
21 Years | 2.93% | N/A | 5.57% | N/A | N/A | N/A |
22 Years | 2.97% | N/A | 5.19% | N/A | N/A | N/A |
Since 1 July 2000 | 3.06% | N/A | 5.15% | 5.70% | N/A | N/A |
Since 1 July 2001 | 2.99% | N/A | 5.11% | 5.57% | N/A | N/A |
Since 1 July 2002 | 2.96% | N/A | 5.31% | 5.78% | N/A | N/A |
Since 1 July 2003 | 2.92% | N/A | 5.49% | 6.18% | N/A | N/A |
Since 1 July 2004 | 2.85% | N/A | 5.35% | 6.08% | N/A | N/A |
Since 1 July 2005 | 2.77% | N/A | 5.02% | 5.85% | N/A | 7.55% |
Since 1 July 2006 | 2.68% | N/A | 4.77% | 5.28% | N/A | 6.80% |
Since 1 July 2007 | 2.54% | N/A | 4.39% | 4.63% | N/A | 5.73% |
Since 1 July 2008 | 2.34% | N/A | 4.94% | 5.24% | N/A | 7.29% |
Since 1 July 2009 | 2.22% | N/A | 5.37% | 6.59% | N/A | 9.00% |
Since 1 July 2010 | 2.15% | N/A | 5.15% | 6.48% | N/A | 8.68% |
Since 1 July 2011 | 1.98% | N/A | 5.01% | 6.36% | N/A | 8.50% |
Since 1 July 2012 | 1.80% | N/A | 5.34% | 6.97% | N/A | 10.01% |
Since 1 July 2013 | 1.74% | N/A | 4.92% | 7.11% | N/A | 8.61% |
Since 1 July 2014 | 1.62% | N/A | 4.50% | 6.69% | N/A | 7.50% |
Since 1 July 2015 | 1.51% | N/A | 4.65% | 6.73% | N/A | 7.98% |
Since 1 July 2016 | 1.43% | 1.81% | 5.08% | 7.36% | 10.91% | 9.38% |
Since 1 July 2017 | 1.36% | 1.61% | 4.72% | 7.35% | 10.50% | 8.51% |
Since 1 July 2018 | 1.34% | 1.58% | 4.58% | 7.06% | 9.72% | 7.68% |
Since 1 July 2019 | 1.30% | 0.70% | 4.22% | 6.90% | 9.27% | 7.45% |
Since 1 July 2020 | 1.42% | 0.27% | 5.46% | 8.07% | 10.86% | 12.52% |
Since 1 July 2021 | 1.92% | -0.02% | 3.87% | 5.76% | 8.21% | 6.53% |
Since 1 July 2022 | 3.00% | 3.25% | 8.60% | 12.01% | 20.60% | 14.09% |
Since 1 July 2023 | 2.58% | 3.22% | 6.77% | 9.28% | 18.18% | 8.97% |
Since Inception (pa) | 3.08% | 1.87% | 5.28% | 6.14% | 9.60% | 7.63% |
NOTES:
1. The Australian Share Option was introduced in February 2005. The Fixed Interest Option and the International Share Option were both introduced on 1 January 2016.
2. The Smoothed Option returns have only been calculated on a monthly basis since 1 July 2013, previously they were calculated on an annual basis.
3. Past performance of an investment option does not guarantee future performance of that investment option.