We launched a new investment option menu on 1 July 2024. Please visit the info hub to learn how this affects Accumulation and Income accounts.
Returns over the last 10 years1
Suggested timeframe
Fees2 + admin fees and costs
Suitable if you're an investor who:
Expected number of years of negative annual returns in any 20 years: 3 to less than 4. The risk is based on the standard risk measure (SRM).
As at 31 March 2024 1 (updated quarterly)
Accumulation accounts | Retirement Income accounts4 | |
---|---|---|
10 years (p.a.) | 6.72% | 7.61% |
7 years (p.a.) | 5.67% | 6.60% |
5 years (p.a.) | 4.87% | 5.81% |
3 years (p.a.) | 3.94% | 5.00% |
1 year | 5.86% | 6.70% |
3 months | 2.59% | 3.20% |
Past performance isn't a reliable indicator of future performance. Investment returns for this option are after admin fees and costs, investment fees and costs, transaction costs, and where applicable, investment taxes. Investment tax generally doesn't apply to Retirement Income accounts.
This is different to the investment returns for all other options. All other investment options show returns after investment fees and costs, transaction costs and where applicable, investment taxes, but before admin fees and costs. Keep this in mind when comparing returns between options.
Strategic asset allocation5 | |
---|---|
Australian
shares
|
22.0% |
International
shares
|
22.75% |
Unlisted
assets and alternatives
|
29.5% |
Fixed
income
|
23.75% |
Cash
|
2.0% |
Total | 100% |
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Balanced Risk-Adjusted returns are calculated based on the valuation date unit price.