Defined Benefit Investment Returns
Below are the annualized investment returns net of all fees and charges over different measurement periods until 31 May 2025.
| MEASUREMENT PERIODS --> |
1 Year |
5 Years |
Since Inception
1 July 1998
|
| Defined Benefit In-service members |
17.90% |
14.50% |
12.70% |
| Defined Benefit pensioners |
11.20% |
9.50% |
10.80% |
| Headline CPI |
2.8% |
5.2% |
5.4% |
The monthly investment returns net of all fees and charges from July 2025 are shown below:
|
Jul '25 |
YTD |
DB in-service
|
2.92% | 2.92% |
| DB Pensioner |
1.45% | 1.45% |
| Inflation |
0.25%* | 0.25% |
*Inflation for July 2025 has not been published and is therefore taken as the geometric average of the previous 12 months.