iQ RetirementTM - Member


Contribution

Fund Inception Date Performance (p.a.)
As of 30/11/2017
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Multi-asset
Defensive Option - iQ Retirement (Contribution) 1/7/2007 0.77% 2.32% 6.79% 4.41% 5.11% 4.21%
Diversified 50 Option - iQ Retirement (Contribution) 1/7/2007 1.18% 3.58% 9.70% 5.93% 7.04% 4.22%
Balanced Option - iQ Retirement (Contribution) 1/7/2007 0.99% 4.74% 12.31% 7.18% 8.90% 4.12%
Balanced Opportunities Option - iQ Retirement (Contribution) 1/7/2008 1.40% 4.74% 12.13% 6.51% 7.47% 5.14%
Growth Option - iQ Retirement (Contribution) 1/7/2007 2.54% 5.58% 14.33% 8.15% 10.21% 3.58%
High Growth Option - iQ Retirement (Contribution) 1/7/2007 2.42% 6.88% 16.23% 8.20% 10.37% 3.34%
Australian shares
Australian Shares Portfolio - iQ Retirement (Contribution) 1/7/2007 - - - - - -
Australian Opportunities Option - iQ Retirement (Contribution) 1/7/2007 1.32% 5.40% 15.52% 10.38% 11.52% 4.75%
International shares
International Shares Portfolio - iQ Retirement (Contribution) 1/7/2007 - - - - - -
International Shares Portfolio - $A Hedged - iQ Retirement (Contribution) 1/7/2007 - - - - - -
Global Opportunities Option - iQ Retirement (Contribution) 1/7/2007 2.48% 10.17% 20.51% 13.35% 17.47% 5.58%
Property
International Property Securities Option - Hedged Option - iQ Retirement (Contribution) 1/7/2007 2.76% 2.50% 10.60% 5.91% 8.92% 2.51%
Cash
Australian Cash Enhanced Option - iQ Retirement (Contribution) 1/7/2007 0.15% 0.56% 2.23% 2.04% 2.41% 3.50%

Pension

Fund Inception Date Performance (p.a.)
As of 30/11/2017
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Multi-asset
Defensive Option - iQ Retirement (Pension) 1/7/2007 0.85% 2.52% 7.79% 5.26% 6.21% 5.13%
Diversified 50 Option - iQ Retirement (Pension) 1/7/2007 1.17% 3.76% 10.79% 6.81% 8.36% 5.11%
Balanced Option - iQ Retirement (Pension) 1/7/2007 1.54% 4.93% 13.66% 8.27% 10.30% 5.01%
Balanced Opportunities Option - iQ Retirement (Pension) 1/7/2008 1.55% 5.15% 13.76% 8.35% 10.27% 7.21%
Growth Option - iQ Retirement (Pension) 1/7/2007 1.79% 5.76% 15.81% 9.41% 11.98% 4.49%
High Growth Option - iQ Retirement (Pension) 1/7/2007 2.11% 7.16% 18.39% 10.62% 13.47% 4.69%
Australian shares
Australian Shares Portfolio - iQ Retirement (Pension) 1/7/2007 - - - - - -
Australian Opportunities Option - iQ Retirement (Pension) 1/7/2007 1.33% 5.75% 16.61% 10.94% 12.67% 5.22%
International shares
International Shares Portfolio - iQ Retirement (Pension) 1/7/2007 - - - - - -
International Shares Portfolio - $A Hedged - iQ Retirement (Pension) 1/7/2007 - - - - - -
Global Opportunities Option - iQ Retirement (Pension) 1/7/2007 2.68% 10.75% 22.17% 12.64% 18.62% 6.06%
Property
International Property Securities Option - $A Hedged Option - iQ Retirement (Pension) 1/7/2007 2.65% 2.42% 11.16% 5.74% 10.15% 3.01%
Cash
Australian Cash Enhanced Option - iQ Retirement (Pension) 1/7/2007 0.18% 0.66% 2.55% 2.43% 2.99% 4.19%

Past performance is not a reliable indicator of future performance. Performance is net of fees and charges. Performance for periods longer than 1 year are annualised. 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.

Site preferences