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