PERFORMANCE

iQ Retirement performance



pearl oyster shell

Pension

Fund Inception Date Performance (p.a.)
As of 30/9/2021
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Diversified options
Defensive Option - iQ Retirement (Pension) 1/7/2007 -1.34% 0.72% 9.59% 5.31% 5.08% 5.03%
Diversified 50 Option - iQ Retirement (Pension) 1/7/2007 -1.80% 0.97% 15.14% 6.62% 6.85% 5.37%
Balanced Growth Option - iQ Retirement (Pension) 1/7/2008 -2.24% 1.14% 20.91% 7.97% 8.47% 7.23%
Growth Option - iQ Retirement (Pension) 1/7/2007 -2.52% 1.38% 25.82% 8.76% 9.81% 5.49%
High Growth Option - iQ Retirement (Pension) 1/7/2007 -2.61% 1.65% 28.97% 9.04% 10.67% 5.72%
Blended Balanced Option - iQ Retirement (Pension) 24/11/2017 -2.33% 0.91% 20.28% 6.90% - 6.16%
Outcome orientated options
Multi-Asset Income Strategy Option - iQ Retirement (Pension) 24/11/2017 -1.07% 0.58% 10.83% 5.88% - 4.85%
Multi-Asset Growth Strategy Option - iQ Retirement (Pension) 24/11/2017 -1.23% 0.68% 14.65% 5.62% - 4.45%
Sector options
Australian Cash Option - iQ Retirement (Pension) 24/11/2017 -0.01% -0.02% -0.03% 0.66% - 0.87%
Australian Floating Rate Option - iQ Retirement (Pension) 1/7/2007 0.01% 0.12% 1.08% 1.61% 1.92% 3.53%
Australian Fixed Income Option - iQ Retirement (Pension) 24/11/2017 -1.54% 0.02% -1.45% 3.95% - 3.42%
Global Fixed Income - $A Hedged Option - iQ Pension 24/11/2017 -1.22% -0.07% -0.11% 4.24% - 3.28%
Australian Opportunities Option - iQ Retirement (Pension) 1/7/2007 -1.06% 1.95% 30.72% 8.68% 10.08% 6.14%
International Property Securities Option - $A Hedged Option - iQ Retirement (Pension) 1/7/2007 -5.11% 0.20% 28.58% 5.72% 5.30% 3.69%
Global Opportunities Option - iQ Retirement (Pension) 1/7/2007 -3.31% 1.85% 29.68% 11.38% 13.30% 7.31%
Global Opportunities - $A Hedged Option - iQ Retirement (Pension) 24/11/2017 -3.96% -1.71% 30.08% 9.87% - 8.75%
Emerging Markets Option - iQ Retirement (Pension) 24/11/2017 -2.42% -3.82% 20.50% 8.01% - 4.64%
Australian Cash Option 1/7/2003 -0.01% -0.01% -0.03% 0.55% 0.86% 2.74%
Responsible investment options
Responsible Australian Shares Option - iQ Retirement (Pension) 24/11/2017 -1.64% 2.37% 29.34% 10.96% - 10.29%
Responsible Global Shares Option - iQ Retirement (Pension) 24/11/2017 -3.13% 2.71% 24.40% 10.94% - 10.95%
Third party options
Third-Party Indexed Australian Shares Option - iQ Retirement (Pension) 24/11/2017 -1.68% 2.14% 31.29% 10.54% - 10.21%
Third-Party Indexed Global Shares Option - iQ Retirement (Pension) 24/11/2017 -3.10% 3.95% 27.65% 12.44% - 13.18%
Third-Party Indexed Global Shares - $A Hedged Option - iQ Retirement (Pension) 24/11/2017 -4.05% 0.29% 27.87% 10.40% - 10.33%

Past performance is not a reliable indicator of future performance. Performance has been calculated after allowing for tax and investment management expenses.  Administration fees are not included in the calculation. Performance for periods longer than 1 year are annualised. The inception date reflects the first day of investment into the option. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed.  Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.


Super

Fund Inception Date Performance (p.a.)
As of 30/9/2021
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Personalised option
- - - - - - -
Diversified options
Defensive Option 1/7/2003 -0.98% 0.81% 8.28% 4.64% 4.44% 5.40%
Diversified 50 Option 1/7/2003 -1.35% 1.05% 12.79% 5.49% 5.80% 6.16%
Blended Balanced Option 1/4/2005 -2.13% 1.05% 18.04% 6.74% 7.29% 6.55%
Balanced Growth Option 1/7/2008 -1.53% 1.48% 17.88% 7.57% 7.87% 6.33%
Growth Option 1/7/2003 -1.93% 1.57% 21.54% 7.56% 8.70% 7.69%
High Growth Option 1/4/2005 -2.09% 1.65% 25.10% 8.55% 9.88% 7.24%
Outcome Oriented options
Multi-Asset Income Strategy Option 24/11/2017 -1.00% 0.34% 9.28% 4.87% - 4.07%
Multi-Asset Growth Strategy Option 24/11/2017 -1.14% 0.46% 12.42% 4.62% - 3.92%
Sector options
Australian Cash Option 1/7/2003 -0.01% -0.01% -0.03% 0.55% 0.86% 2.74%
Australian Fixed Income Option 24/11/2017 -1.37% 0.05% -1.38% 3.48% - 2.97%
Global Fixed Income - $A Hedged Option 24/11/2017 -1.07% -0.25% -0.65% 4.07% - 3.08%
Australian Opportunities Option 1/11/2004 -0.94% 1.54% 26.26% 7.48% 8.86% 7.99%
International Property Securities - $A Hedged Option 1/4/2005 -4.84% -0.03% 25.05% 4.96% 4.75% 5.49%
Global Opportunities Option 1/4/2005 -2.89% 1.78% 25.98% 10.36% 12.29% 7.40%
Global Opportunities - $A Hedged Option 24/11/2017 -3.60% -1.66% 26.07% 8.44% - 7.54%
Emerging Markets Option 24/11/2017 -2.14% -3.46% 18.26% 6.68% - 4.13%
Australian Floating Rate Option 1/7/2007 0.02% 0.12% 0.92% 1.36% 1.62% 2.95%
Responsible Options
Responsible Australian Shares Option 1/7/2008 -1.52% 2.01% 25.95% 8.41% 9.94% 6.55%
Responsible Global Shares Option 24/11/2017 -2.88% 2.29% 21.86% 11.80% - 11.51%
Third party options
Third-Party Indexed Australian Shares Option 24/11/2017 -1.60% 1.78% 26.77% 9.12% - 8.68%
Third-Party Indexed Global Shares Option 24/11/2017 -2.74% 3.41% 24.05% 11.99% - 12.77%
Third-Party Index Global Shares - $A Hedged Option 24/11/2017 -3.42% 0.34% 24.17% 9.79% - 9.74%

Past performance is not a reliable indicator of future performance. Performance has been calculated after allowing for tax and investment management expenses.  Administration fees are not included in the calculation. Performance for periods longer than 1 year are annualised. The inception date reflects the first day of investment into the option. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed.  Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.


Note: Buy-sell spreads may apply. View the current buy-sell spreads for our investment options.

Past performance is not a reliable indicator of future performance. Performance has been calculated after allowing for tax and investment management expenses. Administration fees are not included in the calculation. Performance for periods longer than 1 year are annualised. The inception date reflects the first day of investment into the option. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed.  Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.

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