Net investment returns to 31 March 2019

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% 2.2% 1.8% 1.5% 1.4% 1.1% 21 Apr 2008
Conservative (Untaxed) 5.3% 6.5% 5.4% 4.8% 5.0% 5.8% 4.2% 4 Jun 2008
Balanced (Untaxed) 5.6% 8.2% 7.0% 6.1% 6.9% 7.2% 4.5% 27 Mar 2008
Growth (Untaxed) 10.5% 10.2% 9.1% 7.6% 9.2% 8.6% 4.4% 12 Feb 2009
High Growth (Untaxed) 9.2% N/A 10.6% 8.2% 10.4% 8.9% 3.3% 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) 3.0% 2.4% 1.9% 1.6% 1.3% 1.5% 1.1% 1 Jul 2005
Conservative (Taxed) 4.7% 5.7% 4.7% 4.3% 4.6% 5.6% 4.1% 1 Jul 2005
Balanced (Taxed) 5.4% 7.5% 6.6% 5.9% 6.8% 7.7% 5.0% 1 Jul 2005
Growth (Taxed) 5.9% 9.1% 8.1% 7.1% 8.5% 8.0% 4.1% 1 Jul 2005
High Growth (Taxed) 6.3% 10.3% 9.7% 8.2% 10.1% 8.5% 3.7% 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