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 4.2% 4.1% 2.5% 2.0% 1.9%
Conservative 10.0% 7.4% 5.7% 5.2% 5.0%
Conservative balanced 12.3% 9.3% 7.6% 6.9% 6.7%
Balanced 15.1% 11.8% 10.4% 9.0% 8.6%
Balanced index 12.3% 12.0% 9.4% 8.5% 7.7%
Balanced Socially responsible 10.4% 9.5% 8.7% 7.4% 6.8%
Growth 16.9% 13.6% 11.8% 10.1% 9.6%
High growth 18.3% 15.2% 13.3% 11.1% 10.5%
Overseas shares 31.1% 24.2% 17.8% 15.2% 12.8%
Australian shares 11.2% 11.5% 10.9% 9.4% 9.7%

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%0.3%0.3%--------
Conservative 0.9%0.7%0.9%0.7%--------
Conservative balanced 1.2%0.9%1.2%0.8%--------
Balanced 1.8%1.2%1.6%1.1%--------
Balanced index 2.2%1.8%0.2%1.1%--------
Balanced Socially responsible 0.9%1.4%0.6%1.3%--------
Growth 2.1%1.5%1.8%1.3%--------
High growth 2.5%1.6%1.9%1.4%--------
Overseas shares 2.7%1.5%5.3%2.0%--------
Australian shares 2.8%2.6%-0.7%0.5%--------

Please refer to the disclaimers and assumptions below.

FYTD returns at 4/12/2025

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Option Investment option Estimated FYTD Buy price Sell price
Cash 1.6% $1.4971 $1.4971
Conservative 2.9% $2.3170 $2.3151
Conservative balanced 3.6% $2.8591 $2.8562
Balanced 5.2% $3.4944 $3.4895
Balanced index 4.1% $3.2731 $3.2689
Balanced Socially responsible 2.8% $2.6090 $2.6025
Growth 6.0% $3.9448 $3.9393
High growth 6.7% $4.5195 $4.5128
Overseas shares 11.5% $6.2217 $6.2124
Australian shares 3.0% $3.5564 $3.5493
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.