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 |
6.83% |
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 |
YTD |
DB in-service
|
3.42% | 0.82% | -3.89% | 3.90% | 4.30% |
8.60% |
| DB Pensioner |
0.34% | 2.14% | -2.41% | 0.44% | 1.42% |
1.88% |
| Inflation |
1.57% | 0.19% | 0.09% | 0.38% | 0.61%* |
2.84% |
*Inflation for November 2022 has not been published and is therefore taken as the geometric average of the previous 12 months.