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

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Investment returns

Long term returns to 30/6/2023

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Investment option 1 year 3 years 5 years 7 years 10 years
Cash 2.7% 0.8% 0.9% 1.1% 1.6%
Conservative 4.7% 3.6% 3.4% 4.2% 4.8%
Conservative balanced 6.8% 5.7% 4.9% 5.9% 6.5%
Balanced 9.0% 8.5% 6.5% 7.8% 8.2%
Balanced index 10.8% 6.8% 5.8% 6.7% 7.4%
Balanced Socially responsible 8.5% 7.0% 5.6% 6.5% 7.0%
Growth 10.7% 9.7% 7.1% 8.8% 9.1%
High growth 12.7% 11.1% 7.7% 9.7% 9.9%
Overseas shares 16.8% 12.4% 9.3% 11.1% 11.0%
Australian shares 12.9% 10.0% 6.8% 9.1% 9.3%
Investment option 1 year 3 years 5 years 7 years 10 years
Cash 4.0% 1.7% 1.3% 1.4% 1.6%
Conservative 5.6% 3.7% 3.8% 4.2% 4.5%
Conservative balanced 7.7% 5.3% 5.4% 5.9% 6.0%
Balanced 10.4% 7.6% 7.4% 7.7% 7.6%
Balanced index 12.3% 6.9% 6.9% 7.2% 7.1%
Balanced Socially responsible 9.2% 6.9% 6.6% 6.8% 6.4%
Growth 12.4% 8.6% 8.2% 8.6% 8.5%
High growth 14.7% 9.7% 9.1% 9.6% 9.2%
Overseas shares 24.5% 10.9% 11.5% 11.2% 10.6%
Australian shares 10.1% 8.6% 8.3% 9.0% 8.4%

Please refer to the disclaimers and assumptions below.

Monthly returns 2023 - 2024

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Option Investment option Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Cash 0.4%0.4%0.4%0.3%0.4%0.3%0.4%0.3%----
Conservative 0.9%-0.2%-0.7%-0.7%1.4%1.8%0.5%1.1%----
Conservative balanced 1.2%-0.3%-1.2%-1.1%2.1%2.4%0.7%1.6%----
Balanced 1.6%-0.5%-1.7%-1.5%2.7%2.9%1.0%2.3%----
Balanced index 1.9%0.3%-3.1%-2.3%4.4%4.6%1.4%1.9%----
Balanced Socially responsible 1.5%-0.1%-3.4%-2.5%4.9%4.2%1.1%2.0%----
Growth 1.9%-0.7%-2.1%-1.8%3.2%3.4%1.3%2.7%----
High growth 2.2%-0.9%-2.4%-2.1%3.8%3.9%1.5%3.2%----
Overseas shares 2.1%-1.4%-3.5%-2.0%5.1%3.7%2.4%6.4%----
Australian shares 2.9%-0.7%-2.5%-3.8%4.6%6.4%1.0%0.8%----

Please refer to the disclaimers and assumptions below.

FYTD returns at 27/3/2024

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Option Investment option Estimated FYTD Buy price Sell price
Cash 3.2% $1.3941 $1.3941
Conservative 5.1% $2.0372 $2.0356
Conservative balanced 6.6% $2.4549 $2.4525
Balanced 8.6% $2.8988 $2.8948
Balanced index 11.0% $2.7998 $2.7962
Balanced Socially responsible 8.6% $2.3031 $2.2973
Growth 10.1% $3.2083 $3.2038
High growth 11.7% $3.6163 $3.6109
Overseas shares 16.5% $4.3357 $4.3292
Australian shares 11.1% $3.1204 $3.1142
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.