Defined Benefit Investment Returns
Below are the annualized investment returns net of all fees and charges over different measurement periods until 30 June 2026.
| MEASUREMENT PERIODS --> |
1 Year |
5 Years |
Since Inception
1 July 1998
|
| Defined Benefit In-service members |
13.70% |
12.30% |
12.90% |
| Defined Benefit pensioners |
17.00% |
10.00% |
11.20% |
| Headline CPI |
5.00% |
5.2% |
5.4% |
The monthly investment returns net of all fees and charges from July 2026 are shown below:
|
Jul '26 | Aug '26 |
YTD |
DB in-service
|
0.08% | 1.34% | 1.43% |
| DB Pensioner |
-0.05% | 0.91% | 0.86% |
| Inflation |
0.19% | 0.36%* | 0.54% |
*Inflation for August 2026 has not been published and is therefore taken as the geometric average of the previous 12 months.