Defined Benefit Investment Returns
Below are the annualized investment returns over different measurement periods until 30 June 2019.
| MEASUREMENT PERIODS --> |
1 Year |
5 Years |
Since Inception
1 July 1998
|
| Defined Benefit In-service members |
3.37% |
7.01% |
12.71% |
| Defined Benefit pensioners |
5.10% |
5.79% |
11.71% |
| Headline CPI |
4.47% |
5.65% |
5.68% |
The monthly investment returns from July 2019 are shown below:
| July '19 | Aug '19 | Sept '19 | Oct '19 | Nov '19 | Dec '19 | Jan '20 | Feb '20 | Mar '20 | Apr '20 | May '20 | YTD |
DB in-service
| -0.37% | -0.01% | 1.28% | 1.52% | -0.68% | 1.49% | 1.18% | -4.84% | -11.74% | 10.11% | 1.18% | -2.66% |
| DB Pensioner | -0.07% | 0.24% | 0.63% | 0.19% | -1.10% | 0.91% | 0.62% | -0.70% | -7.44% | 4.91% | 1.95% | -0.30% |
| Inflation |
0.36% | 0.27% | 0.27% | 0.00% | 0.09% | 0.26% | 0.26% | 0.96% | 0.35% | 0.34%* | 0.31%* |
3.52% |
*Inflation for April and May 2020 has not been published and is therefore taken as the geometric average of the previous 12 months.