1 month 3 months 1 year 3 years 5 years 10 years Australian Equities -1.48% 2.41% -11.97% 6.79% -2.45% N/A International Equities 0.51% 2.58% -11.33% 1.93% -6.63% N/A Diversified Property 0.50% 3.40% 6.07% 11.99% -10.02% N/A Cash 0.46% 1.37% 5.84% 6.33% 5.84% 5.54% Balanced -0.13% 2.26% -5.62% 5.80% -1.47% 3.79% Capital Stable 0.21% 1.52% 0.10% 5.54% 1.94% 4.62% Growth -0.29% 2.66% -7.18% 6.77% -2.51% 3.48%
Notes:
Australian Equity, International Equity and Diversified Property pools were opened for investment from 1 March 2004. The Diversified Property Pool invested only in Australian Listed Property Trusts prior to 1 March 2004.
Monthly and quarterly rates are not annualised, all other rates are annualised. Rolling year returns are compound annual averages.
The investment performance for each pool cannot be calculated by dividing unit prices at different points in time. This is because administration fees are levied via a reduction in member units. The figures shown above allow for this. If you wish to know performance for different time periods to that shown above, please contact us.
The returns quoted above are subject to audit and year-end fee rebates.
Returns are net of all investment fees, administration fees and taxes.
Past performance should not be relied upon as an indication of future returns.