Net investment returns to 30 Nov 2021

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) 2.4% 1.8% 1.3% 1.1% 0.4% -0.2% -0.2% 21 Apr 2008
Conservative (Untaxed) 5.2% 5.5% 4.8% 5.2% 5.6% 4.3% 1.0% 4 Jun 2008
Balanced (Untaxed) 5.9% 7.4% 6.5% 7.2% 8.1% 8.9% 1.9% 27 Mar 2008
Growth (Untaxed) 10.3% 9.7% 8.3% 9.5% 10.7% 13.7% 2.6% 12 Feb 2009
High Growth (Untaxed) 9.7% 11.4% 9.3% 10.8% 12.7% 18.7% 3.5% 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) 2.6% 1.5% 1.0% 0.7% 0.4% 0.0% 0.0% 1 Jul 2005
Conservative (Taxed) 4.7% 4.9% 4.4% 4.8% 5.6% 4.1% 0.7% 1 Jul 2005
Balanced (Taxed) 5.9% 7.4% 6.8% 7.7% 9.5% 10.6% 1.8% 1 Jul 2005
Growth (Taxed) 6.5% 8.9% 8.0% 8.9% 10.6% 12.6% 2.2% 1 Jul 2005
High Growth (Taxed) 7.1% 10.6% 9.3% 10.5% 12.4% 15.6% 2.6% 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