Investment data

What's on this page:

    Calendar year investment returns over the past 10 years

    Year % per annum
    2008 -9.4%
    2009 11.9%
    2010 9.4%
    2011 0.4%
    2012 11.9%
    2013 12.5%
    2014 8.4%
    2015 6.14%
    2016 8.1%
    2017 10.8%
    Since Inception 8.6%

    Net Assets since inception

    Year $ millions
    1990 $7,845
    1991 $9,026
    1992 $10,250
    1993 $11,733
    Post-split 1994 $7,802
    1995 $8,495
    1996 $9,143
    1997 $10,037
    1998 $10,974
    1999 $11,196
    2000 $11,951
    2001 $11,945
    2002 $11,490
    2003 $12,284
    2004 $13,068
    2005 $14,192
    2006 $15,745
    2007 $16,379
    2008 $14,607
    2009 $16,043
    2010 $17,376
    2011 $17,270
    2012 $18,991
    2013 $20,915
    2014 $22,231
    2015 $23,075
    2016 $24,381
    2017 $26,482

    Asset mix as of December 31, 2017

    Asset Percentage
    Fixed Income 26.6%
    Equity 50.3%
    Real Assets 23.1%