DEFINED BENEFIT

DB INVESTMENT RETURNS

Defined Benefit Investment Returns

Below are the annualized investment returns over different measurement periods until 30 June 2020.

MEASUREMENT PERIODS --> 1 Year 5 Years

Since Inception
1 July 1998

Defined Benefit In-service members 0.61% 6.09% 12.21%
Defined Benefit pensioners -0.23% 4.5% 11.3%
Headline CPI 3.07%

4.4%

5.5%


The monthly investment returns from July 2020 are shown below:


Jul '20Aug '20Sept '20Oct' 20YTD
DB in-service
2.19%1.87%-2.20%-1.93%-0.15%
DB Pensioner0.16%3.15%-1.68%0.47%2.06%
Inflation1.31%0.17%0.17%0.25%*1.90%

*Inflation for October 2020 has not been published and is therefore taken as the geometric average of the previous 12 months.


PENSION FUND RULE BOOK

The registered rules of the Fund contain everything you need to know about your Fund, its Governance, Management, Investments and Benefits. The Fund is bound by the Rules of the Fund. In the event of a dispute between any information provided and the Rules of the Fund, the rules will apply.

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