Investment returns

What’s our investment approach?

We look to deliver a diversified strategy that focuses on achieving competitive investment returns and protecting members from risk over the long term. Our investment approach is deliberate – to target consistent, stable returns and not be the ‘star in one year’. We focus on medium to long term returns and not on the short-term.  

Latest returns

  • Term Deposit

    See the latest Term Deposit rates
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  • Weekly returns

    See our weekly investment returns
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  • Daily unit prices

    See the latest declared unit price and the past week's unit prices
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Ten, five, three and one year returns to 30 November 2017

10 year return pa 5 year return pa 3 year return pa 1 year return pa
Pre-mixed strategy
investment option
Aggressive 4.7% 10.6% 8.5% 13.5%
Growth 5.0% 9.0% 7.3% 11.5%
Balanced 5.0% 7.4% 6.0% 8.8%
Stable 4.7% 5.7% 4.6% 6.3%
Asset class
investment options
Australian Shares 3.9% 10.0% 9.3% 13.8%
International Shares 5.1% 14.3% 10.8% 22.2%
Property 3.0% 8.3% 8.1% 9.9%
Bonds 5.4% 3.5% 2.7% 4.1%
Cash 3.1% 2.1% 1.8% 1.6%
* Past performance isn't necessarily an indication of future performance. The risks for each investment option may vary. Check the Product Disclosure Statement before making any investment decision. All returns are rounded to one decimal place.

Historical returns

The links below show our historical investment option returns. Choose to view our one, three, five and ten year returns to 31 December and 30 June over the last few years.

Returns for periods ending:

Mine Wealth + Wellbeing's investment option returns are after tax, investment management and administration fees.