Investment Returns StatePlus Retirement Fund products
View the investment returns of the investments options that were closed on 2 June 2022.
Historical investment performance by product
Tailored Super Plan
The returns below are the historical returns for the Tailored Super Plan closed investment options at 31 May 2022
| Year | Cash | Fixed Interest | Capital Stable | Moderate | Balanced | Growth | Australian Equities | International Equities |
|---|---|---|---|---|---|---|---|---|
| 2014 | 2.3% | 5.3% | 4.5% | 7.7% | 10.4% | 14.4% | 15.0% | 18.0% |
| 2015 | 2.3% | 4.1% | 4.3% | 6.8% | 8.7% | 11.0% | 7.3% | 18.0% |
| 2016 | 1.8% | 4.5% | 3.8% | 4.4% | 3.9% | 2.8% | 3.4% | 0.9% |
| 2017 | 1.6% | 1.6% | 4.1% | 4.7% | 6.2% | 8.2% | 12.0% | 13.2% |
| 2018 | 1.5% | 1.6% | 3.9% | 4.0% | 5.4% | 6.7% | 9.4% | 11.4% |
| 2019 | 1.6% | 6.0% | 5.2% | 6.3% | 7.5% | 8.9% | 10.7% | 8.5% |
| 2020 | 0.9% | 3.3% | 1.2% | 1.4% | 0.2% | -0.9% | -5.0% | 3.6% |
| 2021 | 0.4% | -1.1% | 3.9% | 6.4% | 10.4% | 14.6% | 27.0% | 25.0% |
| May-22 | 0.4% | -8.0% | -0.6% | 0.9% | 2.3% | -0.8% | 3.2% | -2.5% |
Personal Retirement Plan
The returns below are the historical returns for the Personal Retirement Plan closed investment options at 31 May 2022
| Year | Cash | Fixed Interest | Capital Stable | Moderate | Balanced | Growth | Growth Plus | Australian Equities | International Equities |
|---|---|---|---|---|---|---|---|---|---|
| 1998 | 3.0% | - | 5.2% | - | 8.8% | 9.7% | - | - | - |
| 1999 | 3.0% | - | 3.6% | - | 8.8% | 9.7% | - | - | - |
| 2000 | 3.4% | - | 5.3% | - | 11.8% | 14.9% | - | - | - |
| 2001 | 3.9% | - | 6.2% | - | 3.9% | 0.9% | - | - | - |
| 2002 | 2.7% | - | 3.5% | - | -5.5% | -12.9% | - | - | - |
| 2003 | 2.8% | - | 4.5% | - | -2.1% | -6.5% | - | - | - |
| 2004 | 3.2% | - | 4.4% | - | 10.4% | 13.5% | - | - | - |
| 2005 | 3.4% | - | 7.5% | - | 10.0% | 11.4% | - | - | - |
| 2006 | 4.1% | - | 5.5% | - | 11.2% | 14.6% | - | - | - |
| 2007 | 4.6% | - | 6.9% | - | 13.1% | 16.3% | - | - | - |
| 2008 | 5.5% | - | -0.5% | - | -7.7% | -11.6% | - | - | - |
| 2009 | 3.9% | - | 1.9% | - | -11.6% | -18.4% | - | - | - |
| 2010 | 2.6% | - | 6.6% | - | 12.3% | 12.8% | - | - | - |
| 2011 | 3.6% | - | 4.5% | - | 9.3% | 10.9% | - | - | - |
| 2012 | 3.4% | - | 4.1% | - | 0.7% | -1.6% | - | - | - |
| 2013 | 2.0% | 2.2% | 4.7% | 8.3% | 13.2% | 20.1% | 20.6% | 20.9% | 23.8% |
| 2014 | 1.6% | 4.7% | 4.0% | 7.4% | 10.2% | 14.6% | 16.3% | 15.2% | 17.4% |
| 2015 | 1.6% | 3.6% | 3.7% | 6.1% | 8.0% | 9.9% | 11.9% | 6.4% | 17.2% |
| 2016 | 1.2% | 3.8% | 3.1% | 3.5% | 3.2% | 2.6% | 1.7% | 2.1% | -0.3% |
| 2017 | 1.1% | 1.1% | 3.5% | 4.1% | 5.5% | 7.2% | 9.6% | 11.4% | 12.9% |
| 2018 | 1.0% | 1.0% | 3.2% | 4.0% | 5.0% | 7.0% | 8.1% | 8.8% | 10.6% |
| 2019 | 0.9% | 4.9% | 4.5% | 4.5% | 6.6% | 6.8% | 7.3% | 10.9% | 7.2% |
| 2020 | 0.7% | 3.1% | 1.0% | 1.2% | 0.1% | -1.0% | -0.9% | -5.1% | 3.5% |
| 2021 | 0.4% | -1.1% | 4.1% | 6.4% | 10.4% | 14.6% | 17.9% | 27.0% | 25.1% |
| May-22 | 0.4% | -8.0% | -0.6% | 0.9% | 2.3% | -0.8% | -0.5% | 3.3% | -2.5% |
Transition to Retirement Plan
The returns below are the historical returns for the Transition to Retirement Plan closed investment options at 31 May 2022
| Year | Cash | Capital Stable | Moderate | Balanced | Growth | Australian Equities | International Equities |
|---|---|---|---|---|---|---|---|
| 2020 | 0.9% | 1.2% | 1.3% | 0.1% | -1% | -5.1% | 3.2% |
| 2021 | 0.4% | 3.8% | 6.4% | 10.5% | 16.2% | 27.2% | 25.4% |
| May-22 | 0.4% | -0.6% | 0.9% | 2.3% | -0.8% | 3.2% | -2.5% |
Flexible Income Plan
The returns below are the historical returns for the Flexible Income Plan closed investment options at 31 May 2022
| Year | Cash | Fixed Interest | Capital Stable | Moderate | Balanced | Growth | Australian Equities | International Equities |
|---|---|---|---|---|---|---|---|---|
| 2014 | 2.4% | 6.0% | 5.3% | 9% | 12% | 16.2% | 17.3% | 20.1% |
| 2015 | 2.3% | 4.4% | 4.8% | 7.3% | 9.4% | 11.9% | 8.2% | 19.2% |
| 2016 | 2.1% | 5.4% | 4.4% | 5% | 4.5% | 3.6% | 4.1% | 0.6% |
| 2017 | 1.7% | 1.7% | 4.5% | 5.1% | 6.7% | 8.9% | 13.5% | 13.8% |
| 2018 | 1.7% | 2.0% | 4.3% | 4.3% | 5.7% | 7.3% | 11% | 11.2% |
| 2019 | 1.9% | 7.5% | 6.2% | 7.5% | 8.7% | 9.7% | 11.4% | 10.9% |
| 2020 | 1.1% | 3.8% | 1.4% | 1.8% | 0.3% | -1% | -7.1% | 2.7% |
| 2021 | 0.5% | -1% | 4.4% | 7.3% | 12% | 16.6% | 29.8% | 27.3% |
| May-22 | 0.5% | -9.3% | -1.4% | 0% | 1.0% | -1.3% | 4.0% | -3.1% |
Allocated Pension/ Term Allocated Pension
The returns below are the historical returns for the Allocated Pension closed investment options at 31 May 2022
| Year | Cash | Fixed Interest | Capital Stable | Moderate | Balanced | Growth | Growth Plus | Australian Equities | International Equities |
|---|---|---|---|---|---|---|---|---|---|
| 1998 | 4.1% | - | 6.2% | - | 10.5% | 12.1% | - | - | - |
| 1999 | 4.1% | - | 4.3% | - | 8.8% | 10.7% | - | - | - |
| 2000 | 4.6% | - | 6.3% | - | 12.6% | 16.8% | - | - | - |
| 2001 | 5.0% | - | 7.0% | - | 4.3% | 1.3% | - | - | - |
| 2002 | 3.7% | - | 3.8% | - | -5.6% | -13.1% | - | - | - |
| 2003 | 3.9% | - | 5.2% | - | -1.0% | -5.4% | - | - | - |
| 2004 | 4.3% | - | 5.3% | - | 12.4% | 15.7% | - | - | - |
| 2005 | 4.6% | - | 8.8% | - | 11.3% | 12.6% | - | - | - |
| 2006 | 4.8% | - | 6.5% | - | 13.3% | 17.2% | - | - | - |
| 2007 | 5.4% | - | 7.7% | - | 13.9% | 17.2% | - | - | - |
| 2008 | 6.3% | - | -0.4% | - | -8.5% | -12.7% | - | - | - |
| 2009 | 4.5% | - | 2.3% | - | -10.9% | -17.4% | - | - | - |
| 2010 | 3.0% | - | 7.7% | - | 12.4% | 13.0% | - | - | - |
| 2011 | 4.1% | - | 5.2% | - | 10.0% | 11.4% | - | - | - |
| 2012 | 3.8% | - | 4.6% | - | 1.3% | -0.8% | - | - | - |
| 2013 | 2.3% | 2.7% | 5.3% | 9.2% | 14.2% | 19.7% | 22.7% | 23.4% | 25.8% |
| 2014 | 1.7% | 5.3% | 4.6% | 8.2% | 11.4% | 15.5% | 17.8% | 16.8% | 19.3% |
| 2015 | 1.8% | 3.9% | 4% | 6.5% | 8.7% | 11% | 12.3% | 7.4% | 18.5% |
| 2016 | 1.6% | 4.8% | 3.7% | 4.3% | 3.8% | 2.8% | 2.7% | 3.1% | -0.1% |
| 2017 | 1.2% | 1.1% | 3.8% | 4.4% | 6% | 8.1% | 10.2% | 12.4% | 13% |
| 2018 | 1.0% | 1.3% | 3.6% | 3.6% | 5.0% | 6.5% | 8.0% | 10.2% | 10.5% |
| 2019 | 1.3% | 6.9% | 5.5% | 6.7% | 8% | 8.9% | 9.3% | 10.5% | 10.1% |
| 2020 | 0.9% | 3.6% | 1.2% | 1.5% | 0.1% | -1.2% | -1.3% | -7.3% | 2.5% |
| 2021 | 0.6% | -1.0% | 4.4% | 7.3% | 12.0% | 16.6% | 19.4% | 29.9% | 27.3% |
| May-22 | 0.5% | -9.3% | -1.4% | 0% | 1% | -1.3% | -0.8% | 4% | -3.1% |