Net investment returns to 31 Dec 2019

These are the investment returns for an Account-Based Pension account where you have met a Condition of Release.

"
Investment portfolios Since inception
(p.a.)
10 years
(p.a.)
7 years
(p.a.)
5 years
(p.a.)
3 years
(p.a.)
1 year
"
FYTD
Inception date
Secure (Untaxed) 2.9% 2.6% 1.9% 1.6% 1.2% 1.0% 0.3% 21 Apr 2008
Conservative (Untaxed) 5.4% 5.8% 5.3% 4.8% 5.5% 9.6% 2.2% 4 Jun 2008
Balanced (Untaxed) 5.9% 6.9% 7.2% 6.4% 7.2% 14.2% 3.6% 27 Mar 2008
Growth (Untaxed) 10.7% 8.3% 9.5% 8.2% 9.2% 18.6% 4.8% 12 Feb 2009
High Growth (Untaxed) 9.6% N/A 11.4% 8.9% 10.5% 22.8% 5.8% 22 Feb 2010

Past performance is no indication of future performance.
The investment option returns are calculated after deduction of investment fees.
FYTD = Financial Year To Date


These are the investment returns for a Transition To Retirement account where you have not met a Condition of Release.

"
Investment portfolios Since inception
(p.a.)
10 years
(p.a.)
7 years
(p.a.)
5 years
(p.a.)
3 years
(p.a.)
1 year
FYTD
"
Inception date
Secure (Taxed) 2.9% 2.3% 1.6% 1.4% 1.1% 1.1% 0.3% 1 Jul 2005
Conservative (Taxed) 4.8% 5.1% 4.8% 4.5% 5.1% 9.0% 2.0% 1 Jul 2005
Balanced (Taxed) 5.7% 6.6% 7.1% 6.6% 7.6% 15.6% 4.0% 1 Jul 2005
Growth (Taxed) 6.3% 7.6% 8.7% 7.8% 8.8% 17.4% 4.6% 1 Jul 2005
High Growth (Taxed) 6.7% 8.5% 10.5% 9.0% 10.1% 20.6% 5.4% 1 Jul 2005

Past performance is no indication of future performance.
The investment option returns are calculated after deduction of investment fees and investment tax.
FYTD = Financial Year To Date