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 4.3% 4.1% 2.4% 2.0% 1.9%
Conservative 9.3% 7.7% 5.5% 4.8% 5.1%
Conservative balanced 11.5% 9.8% 7.5% 6.4% 6.8%
Balanced 14.6% 12.6% 10.2% 8.3% 8.8%
Balanced index 11.0% 13.2% 9.3% 7.7% 8.0%
Balanced Socially responsible 8.8% 10.6% 8.4% 6.7% 7.0%
Growth 16.5% 14.5% 11.6% 9.2% 9.9%
High growth 18.4% 16.4% 13.1% 10.0% 10.9%
Overseas shares 32.5% 25.7% 17.1% 13.8% 13.3%
Australian shares 8.8% 13.2% 11.3% 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%0.3%---------
Conservative 0.9%0.7%0.9%---------
Conservative balanced 1.2%0.9%1.2%---------
Balanced 1.8%1.2%1.6%---------
Balanced index 2.2%1.8%0.2%---------
Balanced Socially responsible 0.9%1.4%0.6%---------
Growth 2.1%1.5%1.8%---------
High growth 2.5%1.6%1.9%---------
Overseas shares 2.7%1.5%5.3%---------
Australian shares 2.8%2.6%-0.7%---------

Please refer to the disclaimers and assumptions below.

FYTD returns at 24/10/2025

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Option Investment option Estimated FYTD Buy price Sell price
Cash 1.2% $1.4913 $1.4913
Conservative 3.4% $2.3296 $2.3277
Conservative balanced 4.5% $2.8835 $2.8807
Balanced 6.3% $3.5318 $3.5268
Balanced index 6.3% $3.3427 $3.3383
Balanced Socially responsible 4.8% $2.6590 $2.6524
Growth 7.4% $3.9970 $3.9914
High growth 8.3% $4.5869 $4.5800
Overseas shares 11.9% $6.2461 $6.2368
Australian shares 6.8% $3.6862 $3.6789
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.