Net investment returns to 31 Dec 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) |
2.6% |
2.2% |
1.5% |
1.2% |
0.8% |
0.1% |
0.0% |
21 Apr 2008 |
| Conservative (Untaxed) |
5.2% |
5.5% |
4.8% |
4.8% |
4.8% |
3.1% |
4.4% |
4 Jun 2008 |
| Balanced (Untaxed) |
5.7% |
6.7% |
6.0% |
6.2% |
5.6% |
2.7% |
7.0% |
27 Mar 2008 |
| Growth (Untaxed) |
10.0% |
8.0% |
7.3% |
7.7% |
6.5% |
2.4% |
9.5% |
12 Feb 2009 |
| High Growth (Untaxed) |
8.9% |
9.3% |
7.8% |
8.4% |
6.7% |
1.5% |
12.0% |
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% |
1.9% |
1.3% |
1.1% |
0.9% |
0.1% |
-0.1% |
1 Jul 2005 |
| Conservative (Taxed) |
4.7% |
5.0% |
4.6% |
4.8% |
4.9% |
3.9% |
4.6% |
1 Jul 2005 |
| Balanced (Taxed) |
5.6% |
6.5% |
6.2% |
6.6% |
6.7% |
4.1% |
8.5% |
1 Jul 2005 |
| Growth (Taxed) |
6.1% |
7.5% |
7.2% |
7.6% |
6.9% |
4.2% |
9.6% |
1 Jul 2005 |
| High Growth (Taxed) |
6.6% |
8.5% |
8.2% |
8.7% |
7.5% |
4.4% |
11.7% |
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