Defined Benefit Investment Returns
Below are the annualized investment returns net of all fees and charges over different measurement periods until 30 June 2023.
MEASUREMENT PERIODS --> |
1 Year |
5 Years |
Since Inception 1 July 1998
|
Defined Benefit In-service members |
17.7% |
9.0% |
12.8% |
Defined Benefit pensioners |
6.8% |
6.7% |
11.1% |
Headline CPI |
5.4% |
4.9% |
5.6% |
The monthly investment returns net of all fees and charges from July 2023 are shown below:
|
Jul '23 | Aug' 23
| Sept' 23
| Oct' 23
| Nov' 23 | Dec '23 | Jan '24 | Feb '24 |
YTD |
DB in-service
|
1.42% | 0.17%
| -3.89%
| -2.92%
| 8.76% | 1.83% | 0.57% | 1.37% |
7.01% |
DB Pensioner |
1.27% | 0.55%
| -1.50%
| -0.88%
| 4.85% | 1.65% | 0.53% | 0.10% |
6.64% |
Inflation |
0.91% | 0.27%
| 0.63%
| 0.89%
| -0.09% | 0.00% | 0.09% | 0.43%* |
3.18% |
*Inflation for February 2024 has not been published and is therefore taken as the geometric average of the previous 12 months.