Investment returns
Investment returns by month - RI Term Allocated Pension
Investment returns by financial year - RI Term Allocated Pension
Investment returns - RI Term Allocated Pension
| Growth plan | Balanced plan | Conservative plan | Cash plan | |
|---|---|---|---|---|
| Risk level | High | Medium to high | Medium | Very low |
| Last month (%) | 2.37% | 1.88% | 1.22% | 0.34% |
| FYTD (%) | 9.77% | 7.57% | 5.39% | 3.68% |
| 1 Year (%) | 11.41% | 8.91% | 6.32% | 4.04% |
| 3 Years (% p.a.) | 12.05% | 9.49% | 6.81% | 4.35% |
| 5 Years (% p.a.) | 8.28% | 6.21% | 4.04% | 3.10% |
| 10 Years (% p.a.) | 8.13% | 6.64% | 4.18% | 2.13% |
| Australian Shares | International Shares | Property | Fixed Interest | Cash | |
|---|---|---|---|---|---|
| Risk level | Very high | High | High | Medium | Very low |
| Last month (%) | 1.88% | 4.70% | 0.00% | 1.23% | 0.34% |
| FYTD (%) | 5.76% | 18.23% | 0.00% | 1.55% | 3.68% |
| 1 Year (%) | 7.18% | 21.69% | 0.00% | 2.58% | 4.04% |
| 3 Years (% p.a.) | 11.41% | 19.15% | 0.00% | 3.28% | 4.35% |
| 5 Years (% p.a.) | 9.02% | 12.33% | -3.07% | 0.08% | 3.10% |
| 10 Years (% p.a.) | 9.24% | 12.20% | 0.57% | 1.53% | 2.13% |
Investment update – March 2026 quarter
Risk sentiment weakened during the March quarter as geopolitical escalation, higher energy prices and expectations that interest rates would stay higher for longer weighed on equities and bonds.
See risk explained or view unit price explained.
Returns are reported after factoring in the investment fees and costs, and are based on transactional prices, and inclusive of franking credits. The investment fees and costs include all investment costs, transaction costs and any other underlying costs relating to your investment.
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.
While our RI Term Allocated Pension Property investment plan remains open, no members are currently invested in this option.