Defined Benefit Investment Returns
Below are the annualized investment returns net of all fees and charges over different measurement periods until 30 June 2022.
| MEASUREMENT PERIODS --> |
1 Year |
5 Years |
Since Inception
1 July 1998
|
| Defined Benefit In-service members |
1.25% |
7.84% |
12.19% |
| Defined Benefit pensioners |
7.00% |
6.34% |
11.27% |
| Headline CPI |
7.40% |
4.69% |
5.57% |
The monthly investment returns net of all fees and charges from July 2022 are shown below:
|
Jul' 22 | Aug' 22 | Sept' 22 | Oct' 22 | Nov' 22 | Dec' 22 | Jan '23 | Feb '23 | Mar '23 | Apr '23 |
YTD |
DB in-service
|
3.42% | 0.82% | -3.89% | 3.90% | 4.30% | -096% | 7.94% | -0.27% | -1.72% | 2.51% |
16.65% |
| DB Pensioner |
0.34% | 2.14% | -2.41% | 0.44% | 1.42% | 1.69% | 1.31% | 0.31% | 0.67% | 0.75% |
6.78% |
| Inflation |
1.54% | 0.19% | 0.09% | 0.38% | 0.28% | 0.60% | -0.09% | 0.75% | 1.02% | 0.57%* |
5.20% |
*Inflation for April 2023 has not been published and is therefore taken as the geometric average of the previous 12 months.