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

Weekly returns

See our weekly investment returns

Daily unit prices

See the latest declared unit price and the past week's unit prices

Ten, five, three and one year returns to 28 February 2018

10 year return pa5 year return pa3 year return pa1 year return pa
Pre-mixed strategy
investment option
Asset class
investment options
Australian Shares5.7%7.9%6.5%12.4%
International Shares6.6%13.0%8.0%16.7%
* 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.