Investment performance

Performance
Based on $10,000 investment at 1 Jul 2014 .

Investment Options

Investment Returns

Financial Year to Period ending 31/12/2019
14/02/2020 (%) 1 year (% p.a.) 3 year (% p.a.) 5 year (% p.a.) Since Inception* (% p.a.)
Growth 8.13 21.40 11.79 11.49 5.83
Balanced 6.57 17.33 9.72 9.33 5.58
Moderate 4.90 13.08 7.38 6.76 4.23
Conservative 3.40 9.68 5.60 5.03 4.37
Income 1.56 4.79 3.21 2.59 3.81
MySuper 6.45 17.19 9.54 9.12 8.27
Australian Shares 7.13 21.17 11.00 9.59 3.84
International Shares 14.24 25.03 14.81 13.88 5.90
Australian Fixed Interest 5.49 9.63 5.43 3.81 3.93
Listed Property Securities 2.26 16.74 9.03 11.81 1.05

* Returns (% p.a.) are since the fund's inception of 2nd November 2013.
The above returns are calculated before fees and taxes. They also assume reinvestment of distributions.
Past performance is not indicative of future performance.

Unit Prices

Investment Option Sell Price Date Past Prices
Growth $2.435193 14/02/2020 View Price History
Balanced $2.321737 14/02/2020 View Price History
Moderate $1.774617 14/02/2020 View Price History
Conservative $2.001726 14/02/2020 View Price History
Income $1.742525 14/02/2020 View Price History
MySuper $1.689732 14/02/2020 View Price History
Australian Shares $1.723915 14/02/2020 View Price History
International Shares $2.248473 14/02/2020 View Price History
Australian Fixed Interest $1.775183 14/02/2020 View Price History
International Fixed Interest $1.684524 27/09/2019 View Price History
Listed Property Securities $1.242077 14/02/2020 View Price History

The above results are from the fund’s inception date in 2/11/2013 to 14/02/2020.

Unit prices reflect the value of the assets or investments within each investment option. Past performance is not indicative of future performance.