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Raiz Invest Super Investment Performance: Past And Present Returns.pdf

Raiz Invest Super - Investment Performance FY 2023-1.pdf
Preview of Raiz Invest Super Investment Performance: Past and Present Returns
🔗 Source: files.raizinvest.com.au
📊 Size: 501 KB
👤 Author: betty
⬇️ Downloads: 72

Summary

The table presents the past performance of Raiz Invest Super investment options as of 30 June 2023, categorized by risk profiles: Conservative, Moderately Conservative, Moderate, Aggressive, and Emerald (with two sub-options: Property 10 & Property 30, both launched on 18/5/2023). Key highlights include:

- Annual Returns: FY2023 saw positive returns ranging from 5.68% to 12.74%, with notable outperformance in the Aggressive and Emerald (Property 30) options. FY2022 was less favorable, while FY2021 showed strong growth across all categories.
- Compound Annual Returns: Over one year, returns vary from 5.68% to 12.74%, while three-year and five-year compound annual returns provide a longer-term perspective on investment growth.
- Disclaimer: Past performance is not indicative of future results. Calculations consider month-end closing prices, indirect management costs, and transaction costs but do not account for insurance premiums deducted from member accounts.

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Description

Performance figures, calculated after costs, do not guarantee future results; insurance premiums are excluded.

Technical Information

  • File Format: PDF
  • File Size: 501 KB
  • Pages: 1
  • Language: EN
  • Author: betty
  • Total Downloads: 72
  • Last Updated: 3 weeks ago

Document Overview

This PDF document about Raiz Invest Super Investment Performance: Past and Present Returns provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Raiz Invest Super Investment Performance: Past and Present Returns.

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