
Please refer to the notes below the table for further information.
| Investment options (select the option below for more information) | 3 year avg (% p.a) |
|---|---|
| Capital Guaranteed | 3.36 |
| Capital Stable | 5.57 |
| Conservative Balanced | 5.12 |
| Balanced | 4.50 |
| Sustainable Balanced | 2.88 |
| Growth | 3.49 |
| Alternative Growth | 4.62 |
| Capital Secure | 4.70 |
| Fixed Interest | 8.55 |
| Direct Property | -0.05 |
| Australian Shares | 2.51 |
| Overseas Shares | 3.05 |
| Last updated 30 June 2011 |
| Investment options (select the option below for more information) |
2010 - 2011 (% p.a) |
2009 - 2010 (% p.a) |
2008 - 2009 (% p.a) |
2007 - 2008 (% p.a) |
|---|---|---|---|---|
| Capital Guaranteed | 3.3 | 2.8 | 4.0 | 6.6 |
| Capital Stable | 9.1 | 10.5 | -2.4 | -0.6 |
| Conservative Balanced | 10.0 | 10.8 | -4.7 | -3.3 |
| Balanced | 11.5 | 11.6 | -8.3 | -6.5 |
| Sustainable Balanced | 10.9 | 10.8 | -11.4 | -8.0 |
| Growth | 12.0 | 11.7 | -11.4 | -10.5 |
| Alternative Growth | 13.0 | 11.1 | -8.8 | -6.0 |
| Capital Secure | 5.7 | 4.7 | 3.7 | 5.2 |
| Fixed Interest | 8.1 | 12.8 | 4.9 | 6.3 |
| Direct Property | 9.7 | 5.1 | -13.4 | 10.2 |
| Australian Shares | 13.2 | 13.4 | -16.1 | -15.8 |
| Overseas Shares | 9.6 | 10.8 | -9.9 | -18.2 |
| Last updated 30 June 2011 | ||||
| Investment options (select the option below for more information) |
Dec '10 (%) |
Jan '11 (%) |
Feb '11 (%) |
Mar '11 (%) |
Apr '11 (%) |
May '11 (%) |
Jun '11 (%) |
Jul '11 (%) |
Aug '11 (%) |
Sep '11 (%) |
Oct '11 (%) |
Nov '11 (%) |
Dec '11 (%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Guaranteed | 0.25 | 0.26 | 0.24 | 0.27 | 0.32 | 0.29 | 0.27 | 0.31 | 0.31 | 0.29 | 0.2 | 0.22 | 0.17 |
| Capital Stable | 1.12 | 0.94 | 0.91 | 0.52 | 0.33 | 0.33 | 0.06 | -0.17 | -0.38 | -0.42 | 1.3 | 0.16 | 0.48 |
| Conservative Balanced | 1.46 | 1.15 | 1.05 | 0.47 | 0.20 | 0.13 | -0.08 | -0.67 | -1.06 | -0.91 | 1.9 | -0.11 | 0.31 |
| Balanced | 2.12 | 1.39 | 1.30 | 0.47 | -0.02 | -0.20 | -0.18 | -1.40 | -1.98 | -1.60 | 2.8 | -0.60 | 0.15 |
| Sustainable Balanced | 1.91 | 1.84 | 1.25 | 0.24 | 0.21 | -0.16 | -0.47 | -1.88 | -1.10 | -1.39 | 2.8 | -0.58 | 0.32 |
| Growth | 2.35 | 1.56 | 1.51 | 0.37 | -0.25 | -0.47 | -0.53 | -2.03 | -2.67 | -2.43 | 3.4 | -0.88 | -0.27 |
| Alternative Growth | 2.43 | 1.34 | 1.38 | 0.63 | 0.17 | -0.28 | 0.08 | -1.25 | -2.30 | -1.74 | 2.4 | -0.47 | 0.29 |
| Capital Secure | 0.49 | 0.46 | 0.43 | 0.48 | 0.47 | 0.44 | 0.51 | 0.46 | 0.37 | 0.43 | 0.5 | 0.38 | 0.39 |
| Fixed Interest | 0.10 | 0.72 | 0.68 | 0.58 | 0.78 | 1.21 | 0.28 | 1.25 | 1.76 | 1.02 | -0.1 | 0.94 | 1.21 |
| Direct Property | 1.28 | 1.31 | 0.47 | 1.12 | 0.48 | 0.49 | 1.46 | 0.48 | 0.55 | 1.09 | 0.4 | 0.39 | 1.52 |
| Australian Shares | 3.96 | 0.29 | 2.34 | 0.66 | -0.76 | -1.81 | -0.96 | -3.82 | -1.85 | -5.20 | 6.9 | -3.08 | -0.97 |
| Overseas Shares | 1.37 | 3.44 | 0.86 | -0.86 | -0.48 | 0.07 | -1.55 | -2.60 | -6.12 | -1.85 | 3.7 | -0.01 | -0.94 |
| Last updated 30 January 2012 | |||||||||||||
| Investment options (select the option below for more information) | Estimate Financial Year to Date 2011-2012 (%)** |
|---|---|
| Capital Guaranteed | 1.80 |
| Capital Stable | 2.84 |
| Conservative Balanced | 1.91 |
| Balanced | 0.54 |
| Sustainable Balanced | 0.85 |
| Growth | -0.96 |
| Alternative Growth | -0.05 |
| Capital Secure | 3.17 |
| Fixed Interest | 7.05 |
| Direct Property | 5.22 |
| Australian Shares | -3.80 |
| Overseas Shares | -2.39 |
| Returns calculated to 26 February 2012 |