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 | YTD |
DB in-service
| 2.19% | 1.87% | 4.11% |
| DB Pensioner | 0.16% | 3.15% | 3.31% |
| Inflation | 1.31% | 0.26%* | 1.57% |
*Inflation for August 2020 has not been published and is therefore taken as the geometric average of the previous 12 months.