Defined Benefit Investment Returns
Below are the annualized investment returns net of all fees and charges over different measurement periods until 30 June 2024.
MEASUREMENT PERIODS --> |
1 Year |
5 Years |
Since Inception 1 July 1998
|
Defined Benefit In-service members |
10.90% |
10.50% |
12.78% |
Defined Benefit pensioners |
9.70% |
7.70% |
11.00% |
Headline CPI |
5.5% |
5.1% |
5.6% |
The monthly investment returns net of all fees and charges from July 2024 are shown below:
|
Jul '24 | Aug '24 | Sep '24 |
YTD |
DB in-service
|
2.96% | 1.51% | 2.46% | 7.08% |
DB Pensioner |
1.78% | 1.90% | 1.26% | 5.02% |
Inflation |
0.43% | 0.09% | 0.36%* | 0.88% |
*Inflation for September 2024 has not been published and is therefore taken as the geometric average of the previous 12 months.