Net investment returns to 30 Apr 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) 2.8% 2.5% 1.8% 1.4% 1.1% 0.7% 0.5% 21 Apr 2008
Conservative (Untaxed) 4.9% 5.2% 4.3% 3.6% 3.5% 0.7% -1.2% 4 Jun 2008
Balanced (Untaxed) 5.1% 6.0% 5.3% 4.1% 3.6% -1.3% -3.4% 27 Mar 2008
Growth (Untaxed) 9.3% 6.9% 6.6% 4.7% 3.8% -3.6% -5.9% 12 Feb 2009
High Growth (Untaxed) 7.8% 7.8% 7.4% 4.8% 3.4% -6.5% -8.5% 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) 2.9% 2.2% 1.5% 1.3% 1.1% 0.7% 0.5% 1 Jul 2005
Conservative (Taxed) 4.5% 4.6% 3.9% 3.3% 3.5% 0.9% -1.1% 1 Jul 2005
Balanced (Taxed) 5.0% 5.7% 5.2% 4.2% 3.9% -1.5% -3.6% 1 Jul 2005
Growth (Taxed) 5.5% 6.5% 6.3% 4.8% 4.1% -2.1% -4.4% 1 Jul 2005
High Growth (Taxed) 5.8% 7.2% 7.5% 5.2% 4.3% -3.3% -5.6% 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