Performance: RI Allocated Pension Conservative plan

Growth of $10,000 over time

Actual returns - financial year to date

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For more information visit investment returns or unit prices.

Growth of $10,000 over time

The graph shows the value of $10,000 invested since 1 July 2016 in the RI Allocated Pension Conservative plan, when compared to the RI Allocated Pension Cash plan.

The growth in plan balances are net of the investment fees and costs and inclusive of franking credits.

Comparison between return target and return

Comparison between return target and return

Our RI Allocated Pension Conservative plan invests predominately in defensive assets like Global Government bonds and Diversified Fixed Interest. It is designed for people who want some of their money invested in Shares and Property for an increased likelihood of achieving some growth, but who want seek fairly stable earnings from year to year.

Both the Moving average return^ and Moving average return target^ are annualised returns over rolling 10 year periods. For years where the full 10 year data is not available, the Moving average return and Moving average return target, will not be shown.

For more information on this plan, refer to the Retirement Income Pension Product Information Booklet.

^ Returns are reported after factoring in the investment fees and costs, administration fees and inclusive of franking credits, and are based on transactional prices. The investment fees and costs include all investment costs, transaction costs and any other underlying costs relating to your investment. The returns shown here are different from those shown on other pages as they are based on a member with an account balance of $50,000 and are reported net of administration fees.

The return target is the average annual return expected over the next 10 years. The return target is an estimate and is not guaranteed. The method to calculate the return target is prescribed by the Australian Prudential Regulation Authority (APRA) as a way of comparing different MySuper funds.

Our schemes are Exempt Public Sector Superannuation Schemes and are regulated by the Treasurer of Western Australia and not the Commonwealth Government.

The performance of your investment option(s) is not guaranteed, and returns may move up or down depending on factors such as investment market conditions. Past performance should not be relied on as an indication of future performance.