Investment returns
Investment returns by month - RI Allocated Pension
Investment returns by financial year - RI Allocated Pension
Investment returns - RI Allocated Pension
| Growth plan | Sustainable Balanced plan | Balanced plan | Conservative plan | Cash plan | |
|---|---|---|---|---|---|
| Risk level | High | High | Medium to high | Medium | Very low |
| Last month (%) | 2.65% | 1.82% | 2.07% | 1.34% | 0.36% |
| FYTD (%) | 11.79% | ... | 9.29% | 6.59% | 3.43% |
| 1 Year (%) | 14.62% | ... | 10.89% | 7.21% | 4.41% |
| 3 Years (% p.a.) | 7.87% | ... | 5.63% | 2.98% | 2.19% |
| 5 Years (% p.a.) | 7.84% | ... | 6.14% | 3.44% | 1.68% |
| 10 Years (% p.a.) | 7.82% | ... | 6.57% | 4.18% | 1.95% |
| Since inception (%) | ... | 11.03% | ... | ... | ... |
| Australian Shares | International Shares | Property | Fixed Interest | Cash | |
|---|---|---|---|---|---|
| Risk level | Very high | High | High | Medium | Very low |
| Last month (%) | 3.74% | 2.95% | 3.59% | 1.16% | 0.36% |
| FYTD (%) | 14.10% | 17.20% | 7.54% | 4.18% | 3.43% |
| 1 Year (%) | 15.31% | 24.83% | 8.84% | 2.14% | 4.41% |
| 3 Years (% p.a.) | 10.92% | 10.59% | 0.64% | -1.78% | 2.19% |
| 5 Years (% p.a.) | 10.02% | 11.46% | -0.23% | 0.18% | 1.68% |
| 10 Years (% p.a.) | 8.89% | 10.92% | 4.45% | 1.98% | 1.95% |
Investment update – 2022/23 financial year
Share markets rebounded strongly over the past 12 months despite high inflation, rising interest rates and isolated areas of stress.
See risk explained or view unit price explained.
Returns are reported after factoring in the investment fees and costs and applicable taxes, 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. Longer term returns are not available for Sustainable Balanced therefore since inception (2/10/2023) has been included for this plan only.
The performance of your investment plan 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.
The risk level is based upon the Standard Risk Measure (SRM). The SRM is based on industry guidance developed to allow members to compare investment options that are expected to deliver a similar number of negative returns over a 20 year period.