Monthly Returns

2026

Balanced Growth

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Conservative Growth

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Banker

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Shari'ah High Growth

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Woolworths Group Retirement Fund

Portfolio Performance

The chart below shows the investment performance of the Fund’s main investment portfolio – the Balanced Growth Portfolio – ending 30 June 2026.

These returns are after deducting investment management fees.

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The Balanced Growth Portfolio performance

This chart compares the returns of the Balanced Growth Portfolio to inflation. The amount earned above inflation is called the real return. The portfolio aims for a real return of 5.5% per year over 7 years. For periods longer than one year, returns are shown as an average annual return.
Unless you are approaching retirement, say over the age of 55, saving for retirement is a long-term journey. This is why we show the Fund’s longer-term performance first, to give you a better picture of how your retirement savings are growing over time.

  • Over the past 10 years, the portfolio delivered an average return of 9.8%, compared with inflation of 4.7%. This means members earned a real return of 5.1%, just slightly behind the Fund’s long-term objective of 5.5% above inflation.

  • The portfolio continues to deliver strong growth over time. Over the past 7 and 5 years, returns averaged more than 12% a year, well ahead of inflation.

  • More recently, the portfolio achieved real returns of 9.3% over three years and 8.4% over one year. This means members’ retirement savings continued to grow faster than inflation, helping their savings keep pace with increases in the cost of living.

What does this mean for you?

Think of your retirement savings like growing a tree – it takes time. Markets have periods of ups and downs, but staying invested gives your savings time to recover and continue growing faster than inflation.

STAY INVESTED AND GIVE YOUR SAVINGS TIME TO GROW.
Long-term growth helps your money stay ahead of inflation.

2025

2024

  Balanced Growth Portfolio
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  Conservative Growth Portfolio
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  Banker Portfolio
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  Shari'ah High Growth Portfolio
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2023

2022