Compare the performance of investment options and see how they have grown over time.

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Investment returns

Long term returns to 30/6/2025

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Investment option 1 year 3 years 5 years 7 years 10 years
Cash 4.5% 3.9% 2.2% 1.9% 1.9%
Conservative 9.6% 6.8% 5.3% 4.7% 4.8%
Conservative balanced 11.7% 8.6% 7.2% 6.2% 6.4%
Balanced 13.8% 10.7% 9.7% 7.9% 8.1%
Balanced index 12.2% 11.4% 8.7% 7.4% 7.4%
Balanced Socially responsible 10.9% 9.1% 8.0% 6.6% 6.4%
Growth 15.5% 12.3% 11.0% 8.8% 9.0%
High growth 16.7% 13.8% 12.4% 9.6% 9.9%
Overseas shares 27.0% 20.6% 16.4% 12.9% 11.8%
Australian shares 11.3% 11.5% 10.3% 7.9% 9.2%
Investment option 1 year 3 years 5 years 7 years 10 years
Cash 4.4% 4.0% 2.4% 2.0% 1.9%
Conservative 9.3% 6.7% 5.3% 4.7% 5.0%
Conservative balanced 11.5% 8.5% 7.1% 6.2% 6.7%
Balanced 14.3% 10.7% 9.6% 8.0% 8.6%
Balanced index 12.5% 11.5% 9.0% 7.6% 7.8%
Balanced Socially responsible 9.2% 8.6% 8.0% 6.5% 6.8%
Growth 16.2% 12.3% 10.9% 8.9% 9.6%
High growth 18.0% 13.9% 12.2% 9.7% 10.5%
Overseas shares 28.0% 21.3% 15.6% 12.9% 12.5%
Australian shares 12.2% 10.9% 10.6% 8.3% 10.2%

Please refer to the disclaimers and assumptions below.

Monthly returns 2025 - 2026

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Option Investment option Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Cash 0.3%0.3%----------
Conservative 0.9%0.7%----------
Conservative balanced 1.2%0.9%----------
Balanced 1.8%1.2%----------
Balanced index 2.2%1.8%----------
Balanced Socially responsible 0.9%1.4%----------
Growth 2.1%1.5%----------
High growth 2.5%1.6%----------
Overseas shares 2.7%1.5%----------
Australian shares 2.8%2.6%----------

Please refer to the disclaimers and assumptions below.

FYTD returns at 15/9/2025

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Option Investment option Estimated FYTD Buy price Sell price
Cash 0.8% $1.4853 $1.4853
Conservative 2.0% $2.2965 $2.2947
Conservative balanced 2.6% $2.8328 $2.8300
Balanced 3.8% $3.4487 $3.4439
Balanced index 4.1% $3.2745 $3.2702
Balanced Socially responsible 2.5% $2.5999 $2.5934
Growth 4.5% $3.8906 $3.8852
High growth 5.1% $4.4526 $4.4459
Overseas shares 7.5% $6.0021 $5.9931
Australian shares 4.8% $3.6172 $3.6100
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.