Net investment returns to 31 October 2018

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) 3.1% 2.9% 2.4% 1.9% 1.6% 1.4% 0.5% 21 Apr 2008
Conservative (Untaxed) 5.1% 6.0% 5.4% 4.4% 3.8% 2.7% 0.1% 4 Jun 2008
Balanced (Untaxed) 5.4% 7.4% 7.1% 5.7% 5.0% 2.9% -0.6% 27 Mar 2008
Growth (Untaxed) 10.3% N/A 9.3% 7.1% 6.5% 3.2% -1.7% 12 Feb 2009
High Growth (Untaxed) 8.9% N/A 10.7% 7.8% 7.5% 3.2% -3.1% 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) 3.1% 2.5% 2.0% 1.6% 1.5% 1.4% 0.5% 1 Jul 2005
Conservative (Taxed) 4.5% 5.0% 4.7% 3.9% 3.6% 2.8% 0.2% 1 Jul 2005
Balanced (Taxed) 5.1% 6.4% 6.5% 5.4% 4.8% 3.2% -0.5% 1 Jul 2005
Growth (Taxed) 5.7% 7.5% 8.1% 6.6% 6.1% 3.5% -1.3% 1 Jul 2005
High Growth (Taxed) 6.1% 8.4% 9.7% 7.8% 7.2% 3.5% -2.1% 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