Retirement Savings Plan Returns (as at 31 December 2019)

Unit prices and returns are after fees and before tax.

Financial Year to date is from 1 April. 

FUND UNIT PRICE 1 MONTH 3 MONTHS FY TO DATE 1 YEAR 3 YEARS P.A. 5 YEARS P.A.
Cash 1.2062 0.15% 0.44% 1.50% 2.03% 2.30% 2.54%
Conservative* 1.4276 -0.22% 0.48% 4.85% 8.99% 5.21% 4.74%
Moderate* 1.5794 0.14% 1.61% 7.36% 13.32% 6.92% 6.36%
Balanced 1.7081 0.20% 2.59% 9.69% 17.79% 8.43% 7.57%
Growth 1.9022 0.33% 3.79% 12.21% 22.65% 10.52% 9.31%
Aggressive 1.9705 0.30% 4.21% 13.01% 24.37% 11.09% 9.86%
Global Equities 2.0772 0.50% 5.16% 14.69% 27.82% 12.19% 10.75%

Note: Conservative was previously called Defensive, and Moderate was previously Conservative.