iQ RetirementTM - Member


Contribution

Fund Inception Date Performance (p.a.)
As of 30/9/2017
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Multi-asset
Defensive Portfolio - iQ Retirement (Contribution) 1/7/2007 0.39% 1.03% 4.05% 4.32% 4.87% 4.08%
Diversified 50 Portfolio - iQ Retirement (Contribution) 1/7/2007 0.68% 1.47% 6.48% 5.67% 6.60% 4.01%
Balanced Portfolio - iQ Retirement (Contribution) 1/7/2007 1.57% 2.47% 9.56% 7.04% 8.43% 3.87%
Balanced Opportunities Portfolio - iQ Retirement (Contribution) 1/7/2008 1.10% 1.94% 8.43% 6.14% 6.05% 4.83%
Growth Portfolio - iQ Retirement (Contribution) 1/7/2007 0.41% 1.33% 9.55% 7.41% 9.29% 3.13%
High Growth Portfolio - iQ Retirement (Contribution) 1/7/2007 1.35% 2.39% 11.32% 7.39% 9.30% 2.86%
Australian shares
Australian Shares Portfolio - iQ Retirement (Contribution) 1/7/2007 0.72% 1.99% 9.47% 6.04% 7.95% 2.98%
Australian Opportunities Portfolio - iQ Retirement (Contribution) 1/7/2007 0.30% 1.33% 10.49% 8.76% 11.06% 4.32%
International shares
International Shares Portfolio - iQ Retirement (Contribution) 1/7/2007 2.99% 2.26% 14.25% 10.16% 14.89% 3.56%
International Shares Portfolio - $A Hedged - iQ Retirement (Contribution) 1/7/2007 2.34% 3.89% 17.83% 9.21% 12.30% 3.73%
Global Opportunities Portfolio - iQ Retirement (Contribution) 1/7/2007 2.99% 3.41% 15.57% 13.03% 16.00% 4.98%
Property
International Property Securities Portfolio - Hedged - iQ Retirement (Contribution) 1/7/2007 -0.22% 0.42% 2.42% 7.57% 8.92% 2.28%
Cash
Australian Cash Enhanced Portfolio - iQ Retirement (Contribution) 1/7/2007 0.13% 0.44% 2.02% 2.00% 2.48% 3.51%

Pension

Fund Inception Date Performance (p.a.)
As of 30/9/2017
1 Month 3 Months 1 Year 3 Years 5 Years Since Inception
Multi-asset
Russell Investments Defensive Portfolio - iQ Retirement (Pension) 1/7/2007 0.40% 1.11% 5.09% 5.21% 6.01% 5.01%
Diversified 50 Portfolio - iQ Retirement (Pension) 1/7/2007 0.71% 1.61% 7.78% 6.64% 7.99% 4.89%
Balanced Portfolio - iQ Retirement (Pension) 1/7/2007 1.00% 1.97% 10.46% 8.01% 9.80% 4.71%
Balanced Opportunities Portfolio - iQ Retirement (Pension) 1/7/2008 1.14% 2.09% 10.34% 8.05% 9.76% 6.89%
Growth Portfolio - iQ Retirement (Pension) 1/7/2007 1.10% 2.17% 12.54% 9.04% 11.40% 4.11%
High Growth Portfolio - iQ Retirement (Pension) 1/7/2007 1.64% 2.79% 14.90% 10.10% 12.77% 4.23%
Australian shares
Australian Shares Portfolio - iQ Retirement (Pension) 1/7/2007 0.81% 2.20% 13.62% 8.50% 10.29% 3.87%
Australian Opportunities Portfolio - iQ Retirement (Pension) 1/7/2007 0.24% 1.22% 11.37% 9.21% 12.34% 4.76%
International shares
International Shares Portfolio - iQ Retirement (Pension) 1/7/2007 2.98% 2.10% 15.33% 10.10% 16.17% 3.65%
International Shares Portfolio - $A Hedged - iQ Retirement (Pension) 1/7/2007 2.52% 4.24% 19.79% 8.90% 13.43% 4.33%
Global Opportunities Portfolio - iQ Retirement (Pension) 1/7/2007 2.74% 2.77% 16.98% 12.30% 16.91% 5.38%
Property
International Property Securities Portfolio - $A Hedged - iQ Retirement (Pension) 1/7/2007 -0.20% 0.49% 2.53% 7.89% 10.15% 2.80%
Cash
Australian Cash Enhanced Portfolio - iQ Retirement (Pension) 1/7/2007 0.18% 0.52% 2.42% 2.41% 3.08% 4.21%

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.

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