Net investment returns to 30 Jun 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% 2.7% 2.1% 1.8% 1.4% 1.4% 1.4% 21 Apr 2008
Conservative (Untaxed) 5.4% 6.4% 5.7% 5.0% 5.3% 7.2% 7.2% 4 Jun 2008
Balanced (Untaxed) 5.9% 7.8% 7.7% 6.5% 7.3% 8.3% 8.3% 27 Mar 2008
Growth (Untaxed) 10.7% 9.6% 10.2% 8.1% 9.7% 9.1% 9.1% 12 Feb 2009
High Growth (Untaxed) 9.5% N/A 12.1% 8.8% 11.0% 8.6% 8.6% 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% 2.3% 1.8% 1.6% 1.2% 1.4% 1.4% 1 Jul 2005
Conservative (Taxed) 4.8% 5.6% 5.1% 4.6% 5.0% 7.1% 7.1% 1 Jul 2005
Balanced (Taxed) 5.6% 7.3% 7.3% 6.5% 7.4% 9.4% 9.4% 1 Jul 2005
Growth (Taxed) 6.2% 8.7% 9.2% 7.7% 9.1% 8.9% 8.9% 1 Jul 2005
High Growth (Taxed) 6.6% 9.9% 11.1% 8.9% 10.8% 9.1% 9.1% 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