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% 3.9% 2.3% 1.9% 1.9%
Conservative 9.0% 6.3% 5.3% 4.7% 4.8%
Conservative balanced 11.0% 8.0% 7.2% 6.2% 6.3%
Balanced 13.3% 10.0% 9.8% 8.0% 8.0%
Balanced index 10.8% 10.4% 9.0% 7.6% 7.2%
Balanced Socially responsible 8.2% 7.8% 7.8% 6.6% 6.2%
Growth 15.0% 11.5% 11.1% 8.9% 8.9%
High growth 16.2% 13.1% 12.6% 9.7% 9.8%
Overseas shares 27.1% 19.7% 16.2% 12.9% 11.7%
Australian shares 9.7% 10.3% 10.9% 8.2% 9.0%

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%-----------
Conservative 0.9%-----------
Conservative balanced 1.2%-----------
Balanced 1.8%-----------
Balanced index 2.2%-----------
Balanced Socially responsible 0.9%-----------
Growth 2.1%-----------
High growth 2.5%-----------
Overseas shares 2.7%-----------
Australian shares 2.8%-----------

Please refer to the disclaimers and assumptions below.

FYTD returns at 12/8/2025

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Option Investment option Estimated FYTD Buy price Sell price
Cash 0.5% $1.4804 $1.4804
Conservative 1.2% $2.2794 $2.2776
Conservative balanced 1.6% $2.8057 $2.8029
Balanced 2.4% $3.4025 $3.3977
Balanced index 2.8% $3.2321 $3.2279
Balanced Socially responsible 1.2% $2.5682 $2.5618
Growth 2.9% $3.8306 $3.8252
High growth 3.3% $4.3783 $4.3717
Overseas shares 3.6% $5.7832 $5.7745
Australian shares 4.2% $3.5962 $3.5890
For full history of unit prices download the CSV file
Download (CSV)

Please refer to the disclaimers and assumptions below.