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 4.1% 4.1% 2.6% 2.1% 1.9%
Conservative 8.2% 7.4% 5.1% 5.3% 5.0%
Conservative balanced 9.9% 9.2% 6.7% 7.1% 6.7%
Balanced 12.1% 11.8% 9.1% 9.4% 8.6%
Balanced index 9.1% 11.5% 7.7% 8.6% 7.7%
Balanced Socially responsible 7.9% 8.9% 6.8% 7.7% 6.7%
Growth 13.3% 13.6% 10.2% 10.5% 9.6%
High growth 14.2% 15.3% 11.4% 11.7% 10.5%
Overseas shares 22.7% 24.8% 15.6% 16.0% 13.3%
Australian shares 10.2% 10.5% 8.7% 9.9% 9.2%

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%0.3%0.3%0.3%------
Conservative 0.9%0.7%0.9%0.7%-0.3%0.4%------
Conservative balanced 1.2%0.9%1.2%0.8%-0.5%0.5%------
Balanced 1.8%1.2%1.6%1.1%-0.6%0.6%------
Balanced index 2.2%1.8%0.2%1.1%-1.0%0.2%------
Balanced Socially responsible 0.9%1.4%0.6%1.3%-0.9%0.0%------
Growth 2.1%1.5%1.8%1.3%-0.8%0.6%------
High growth 2.5%1.6%1.9%1.4%-0.9%0.6%------
Overseas shares 2.7%1.5%5.3%2.0%-0.6%0.7%------
Australian shares 2.8%2.6%-0.7%0.5%-2.2%1.1%------

Please refer to the disclaimers and assumptions below.

FYTD returns at 3/2/2026

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Option Investment option Estimated FYTD Buy price Sell price
Cash 2.2% $1.5065 $1.5065
Conservative 3.8% $2.3380 $2.3362
Conservative balanced 4.6% $2.8884 $2.8856
Balanced 6.6% $3.5397 $3.5347
Balanced index 4.4% $3.2840 $3.2797
Balanced Socially responsible 3.1% $2.6149 $2.6083
Growth 7.4% $3.9966 $3.9910
High growth 8.0% $4.5773 $4.5705
Overseas shares 13.1% $6.3142 $6.3048
Australian shares 5.4% $3.6401 $3.6328
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.