Asset class | Index | 1 mth % | 3 mths % | 6 mths % | 1 yr % pa | 2 yr % pa | 3 yr % pa | 5 yr % pa |
| Australian cash | UBSA bank bill index | 0.6 | 1.9 | 3.9 | 7.7 | 7.1 | 6.7 | 6.2 |
| Australian fixed interest | UBSA composite bond index | 1.3 | 5.3 | 5.8 | 8.4 | 5.9 | 5.5 | 5.5 |
| International fixed interest | Lehman global aggregate (hedged) | -0.6 | 2.0 | 1.4 | 7.0 | 6.0 | 5.4 | 6.4 |
| Australian property | S&P/ASX 300 A-REIT index | -5.9 | -1.7 | -17.2 | -41.8 | -16.4 | -4.2 | 5.8 |
| International property | UBS global investors index ($A hedged) | -4.8 | -1.0 | -9.5 | -22.6 | -9.2 | N/a | N/a |
| Australian share | S&P/ASX 300 accum index | -9.9 | -10.7 | -12.3 | -27.1 | -1.6 | 3.9 | 12.3 |
| International share (unhedged) | MSCI world ex Australia ($A unhedged) | -3.6 | 3.6 | -3.3 | -16.7 | -8.1 | -0.4 | 3.9 |
| International share (hedged) | MSCI world ex Australia ($A hedged) | -11.3 | -11.2 | -11.4 | -23.3 | -5.2 | 1.1 | 8.4 |
| International smaller companies | S&P / Citigroup World <US$1.5bn cap ($A unhedged net div) | -4.5 | 2.4 | -4.8 | -20.8 | -10.6 | N/a | N/a |
| Global emerging markets | MSCI EM in $A (div reinvested) | -9.9 | -11.1 | -16.2 | -25.1 | 0.0 | 7.2 | 15.1 |
