Net investment returns to 31 Jan 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) 2.6% 2.1% 1.5% 1.1% 0.8% 0.1% -0.1% 21 Apr 2008
Conservative (Untaxed) 5.2% 5.4% 4.7% 4.9% 4.7% 1.2% 4.3% 4 Jun 2008
Balanced (Untaxed) 5.6% 6.6% 6.0% 6.4% 5.6% 0.5% 7.0% 27 Mar 2008
Growth (Untaxed) 9.9% 7.8% 7.5% 8.2% 6.4% -0.3% 9.6% 12 Feb 2009
High Growth (Untaxed) 8.8% 9.2% 8.1% 9.2% 6.5% -1.3% 12.3% 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) 2.7% 1.8% 1.3% 1.1% 0.8% 0.0% -0.1% 1 Jul 2005
Conservative (Taxed) 4.7% 4.9% 4.5% 4.8% 4.9% 2.2% 4.6% 1 Jul 2005
Balanced (Taxed) 5.5% 6.4% 6.3% 6.9% 6.6% 1.7% 8.6% 1 Jul 2005
Growth (Taxed) 6.1% 7.4% 7.4% 8.1% 6.9% 1.8% 9.8% 1 Jul 2005
High Growth (Taxed) 6.6% 8.4% 8.5% 9.5% 7.4% 1.9% 12.1% 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