Investment performance

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

Investment Options

Investment Returns

Financial Year to Period ending 31/12/2019
20/03/2020 (%) 1 year (% p.a.) 3 year (% p.a.) 5 year (% p.a.) Since Inception* (% p.a.)
Growth -21.52 21.40 11.79 11.49 5.83
Balanced -15.71 17.33 9.72 9.33 5.58
Moderate -10.11 13.08 7.38 6.76 4.23
Conservative -5.87 9.68 5.60 5.03 4.37
Income 0.75 4.79 3.21 2.59 3.81
MySuper -15.46 17.19 9.54 9.12 8.27
Australian Shares -22.92 21.17 11.00 9.59 3.84
International Shares -8.60 25.03 14.81 13.88 5.90
Australian Fixed Interest 5.17 9.63 5.43 3.81 3.93
Listed Property Securities -36.95 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 $1.767389 20/03/2020 View Price History
Balanced $1.836312 20/03/2020 View Price History
Moderate $1.520656 20/03/2020 View Price History
Conservative $1.822254 20/03/2020 View Price History
Income $1.728679 20/03/2020 View Price History
MySuper $1.341841 20/03/2020 View Price History
Australian Shares $1.240317 20/03/2020 View Price History
International Shares $1.798980 20/03/2020 View Price History
Australian Fixed Interest $1.769809 20/03/2020 View Price History
International Fixed Interest $1.684524 27/09/2019 View Price History
Listed Property Securities $0.765840 20/03/2020 View Price History

The above results are from the fund’s inception date in 2/11/2013 to 20/03/2020.

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