Retirement Savings Plan Returns (as at 30 September 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 1.2009 0.17% 0.52% 1.05% 2.19% 2.36% 2.65%
Conservative* 1.4208 0.11% 1.92% 4.36% 6.02% 5.25% 5.06%
Moderate* 1.5544 0.45% 2.40% 5.66% 6.52% 6.90% 6.35%
Balanced 1.6649 0.87% 2.82% 6.92% 6.68% 8.35% 7.22%
Growth 1.8328 1.37% 3.26% 8.12% 6.76% 10.38% 8.64%
Aggressive 1.8909 1.54% 3.37% 8.45% 6.02% 11.10% 8.94%
Global Equities 1.9753 1.96% 3.59% 9.07% 5.68% 12.12% 9.53%

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