Net investment returns to 31 December 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) 3.0% 2.8% 2.3% 1.9% 1.6% 1.4% 0.7% 21 Apr 2008
Conservative (Untaxed) 5.0% 5.9% 5.3% 4.2% 3.8% 1.7% 0.0% 4 Jun 2008
Balanced (Untaxed) 5.2% 7.2% 6.9% 5.1% 4.8% 0.5% -1.8% 27 Mar 2008
Growth (Untaxed) 9.9% N/A 9.1% 6.2% 6.0% -0.5% -3.6% 12 Feb 2009
High Growth (Untaxed) 8.3% N/A 10.5% 6.4% 6.3% -2.6% -6.5% 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) 3.1% 2.4% 1.9% 1.6% 1.4% 1.4% 0.7% 1 Jul 2005
Conservative (Taxed) 4.5% 5.1% 4.6% 3.8% 3.7% 2.0% 0.2% 1 Jul 2005
Balanced (Taxed) 5.0% 6.4% 6.3% 4.9% 4.6% 0.9% -1.5% 1 Jul 2005
Growth (Taxed) 5.5% 7.7% 8.0% 5.8% 5.7% 0.0% -3.0% 1 Jul 2005
High Growth (Taxed) 5.8% 8.5% 9.7% 6.6% 6.4% -1.4% -4.7% 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