PERFORMANCE

iQ Retirement performance



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Pension

Fund Inception Date Performance (p.a.)
As of 29/2/2024
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Diversified options
Defensive Option - iQ Retirement (Pension) 1/7/2007 0.91% 4.59% 7.93% 3.64% 3.94% 4.61%
Diversified 50 Option - iQ Retirement (Pension) 1/7/2007 1.49% 6.21% 9.81% 5.01% 5.17% 5.01%
Balanced Growth Option - iQ Retirement (Pension) 1/7/2008 2.11% 7.74% 12.16% 7.02% 6.89% 6.80%
Growth Option - iQ Retirement (Pension) 1/7/2007 2.67% 8.80% 13.96% 7.98% 7.66% 5.41%
High Growth Option - iQ Retirement (Pension) 1/7/2007 3.00% 9.93% 15.72% 9.02% 8.46% 5.73%
Sector options
Australian Cash Option - iQ Retirement (Pension) 24/11/2017 0.31% 1.05% 3.88% 1.77% 1.32% 1.39%
Australian Floating Rate Option - iQ Retirement (Pension) 1/7/2007 0.42% 1.53% 5.78% 2.61% 2.26% 3.46%
Australian Fixed Income Option - iQ Retirement (Pension) 24/11/2017 -0.27% 2.86% 4.19% -1.32% 0.35% 1.05%
Global Fixed Income - $A Hedged Option - iQ Pension 24/11/2017 -0.97% 2.06% 2.74% -3.58% -0.34% 0.09%
Listed International Property Securities - $A Hedged Option - iQ Retirement (Pension) 1/7/2007 0.74% 4.34% 1.30% -0.65% -0.32% 2.23%
Global Shares Option - iQ Retirement (Pension) 1/7/2007 5.18% 10.81% 22.87% 11.69% 11.11% 7.40%
Global Shares - $A Hedged Option - iQ Retirement (Pension) 24/11/2017 3.97% 8.77% 17.48% 5.78% 8.33% 6.65%
Emerging Markets Option - iQ Retirement (Pension) 24/11/2017 6.85% 6.43% 10.30% -1.47% 2.68% 1.55%
Australian Shares Option - Pension - iQ Retirement (Pension) 12/12/2023 2.52% - - - - 9.59%
Responsible investment options
Low Carbon Global Shares Option - iQ Retirement (Pension) 24/11/2017 5.93% 12.00% 27.34% 12.32% 11.25% 10.06%
Low Carbon Australian Shares Option - Pension - iQ Retirement (Pension) 12/12/2023 1.47% - - - - 7.87%
Third party options
Third-Party Indexed Australian Shares Option - iQ Retirement (Pension) 24/11/2017 1.03% 9.45% 11.59% 10.15% 9.62% 8.97%
Third-Party Indexed Global Shares Option - iQ Retirement (Pension) 24/11/2017 5.87% 12.66% 29.80% 15.13% 13.29% 12.22%
Third-Party Indexed Global Shares - $A Hedged Option - iQ Retirement (Pension) 24/11/2017 4.62% 10.74% 23.63% 8.93% 10.14% 8.62%

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 day the fund was constituted. 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.


Contribution/Transition to Retirement

Fund Inception Date Performance (p.a.)
As of 29/2/2024
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Diversified options
Defensive Option 1/7/2003 0.85% 3.20% 5.93% 2.70% 3.28% 4.94%
Diversified 50 Option 1/7/2003 1.39% 4.74% 7.64% 4.05% 4.42% 5.71%
Balanced Growth Option 1/7/2008 1.98% 6.13% 10.06% 5.99% 6.44% 5.95%
Growth Option 1/7/2003 2.41% 7.18% 11.78% 7.35% 7.11% 7.35%
High Growth Option 1/4/2005 2.94% 8.70% 14.15% 8.39% 8.22% 7.05%
Sector options
Australian Cash Option 1/7/2003 0.29% 0.93% 3.41% 1.56% 1.15% 2.65%
Australian Fixed Income Option 24/11/2017 -0.25% 2.53% 3.75% -1.38% 0.18% 0.79%
Global Fixed Income - $A Hedged Option 24/11/2017 -0.87% 1.84% 1.17% -3.92% -0.47% -0.08%
Global Shares – $A Hedged Option 24/11/2017 3.55% 7.64% 14.17% 5.31% 7.28% 5.84%
Emerging Markets Option 24/11/2017 5.80% 5.26% 7.82% -1.75% 1.81% 1.17%
Australian Floating Rate Option 1/7/2007 0.36% 1.32% 5.01% 2.25% 1.94% 2.91%
Global Shares Option 1/4/2005 4.48% 9.25% 19.22% 10.27% 9.95% 7.35%
Listed International Property Securities – $A Hedged Option 1/4/2005 0.65% 3.43% 0.51% -1.05% -0.64% 3.96%
Australian Shares Option 12/12/2023 2.18% - - - - 8.26%
Responsible Options
Low Carbon Global Shares Option 24/11/2017 5.30% 10.58% 23.76% 10.79% 10.96% 9.93%
Low Carbon Australian Shares Option 12/12/2023 1.30% - - - - 6.74%
Third party options
Third-Party Indexed Australian Shares Option 24/11/2017 0.93% 8.41% 9.85% 9.01% 8.49% 7.80%
Third-Party Indexed Global Shares Option 24/11/2017 5.28% 11.28% 26.49% 13.87% 12.53% 11.73%
Third-Party Index Global Shares - $A Hedged Option 24/11/2017 4.18% 9.49% 19.48% 7.97% 9.15% 8.01%

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 day the fund was constituted. 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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