Retirement Savings Plan Returns (as at 30 November 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 1.2044 0.14% 0.46% 1.35% 2.07% 2.31% 2.59%
Conservative* 1.4308 0.82% 0.81% 5.09% 8.46% 5.55% 4.85%
Moderate* 1.5772 1.47% 1.92% 7.21% 11.34% 7.31% 6.28%
Balanced 1.7047 2.19% 3.28% 9.47% 14.29% 8.99% 7.33%
Growth 1.8960 2.97% 4.87% 11.85% 17.31% 11.26% 9.03%
Aggressive 1.9647 3.32% 5.51% 12.68% 18.22% 11.95% 9.41%
Global Equities 2.0669 3.85% 6.68% 14.12% 20.00% 13.13% 10.17%

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