Net investment returns to 30 Apr 2020
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) |
2.8% |
2.5% |
1.8% |
1.4% |
1.1% |
0.7% |
0.5% |
21 Apr 2008 |
| Conservative (Untaxed) |
4.9% |
5.2% |
4.3% |
3.6% |
3.5% |
0.7% |
-1.2% |
4 Jun 2008 |
| Balanced (Untaxed) |
5.1% |
6.0% |
5.3% |
4.1% |
3.6% |
-1.3% |
-3.4% |
27 Mar 2008 |
| Growth (Untaxed) |
9.3% |
6.9% |
6.6% |
4.7% |
3.8% |
-3.6% |
-5.9% |
12 Feb 2009 |
| High Growth (Untaxed) |
7.8% |
7.8% |
7.4% |
4.8% |
3.4% |
-6.5% |
-8.5% |
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% |
2.2% |
1.5% |
1.3% |
1.1% |
0.7% |
0.5% |
1 Jul 2005 |
| Conservative (Taxed) |
4.5% |
4.6% |
3.9% |
3.3% |
3.5% |
0.9% |
-1.1% |
1 Jul 2005 |
| Balanced (Taxed) |
5.0% |
5.7% |
5.2% |
4.2% |
3.9% |
-1.5% |
-3.6% |
1 Jul 2005 |
| Growth (Taxed) |
5.5% |
6.5% |
6.3% |
4.8% |
4.1% |
-2.1% |
-4.4% |
1 Jul 2005 |
| High Growth (Taxed) |
5.8% |
7.2% |
7.5% |
5.2% |
4.3% |
-3.3% |
-5.6% |
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