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 '20 | Aug '20 | Sept '20 | Oct' 20 | Nov '20 | Dec '20 | Jan '21 | Feb '21 | Mar '21 | Apr '21 | May '21 | Jun '21 | YTD |
DB in-service
| 2.19% | 1.87% | -2.20% | -1.93% | 7.93% | 2.50% | 3.71% | 4.25% | -016% | 1.90% | 0.91% | 1.09% | 23.96% |
| DB Pensioner | 0.16% | 3.15% | -1.68% | 0.47% | 3.24% | 1.68% | 2.34% | 2.10% | -0.37% | 1.46% | 2.15% | -0.03% | 15.56% |
| Inflation | 1.31% | 0.17% | 0.17% | 0.26% | 0.00% | 0.17% | 0.34% | 0.68% | 0.68% | 0.67% | 0.08% | 0.42%* | 5.05% |
*Inflation for June 2021 has not been published and is therefore taken as the geometric average of the previous 12 months.