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 |
YTD |
DB in-service
|
1.42% | 0.17% | -3.89% | -2.92% | 8.76% |
3.09% |
| DB Pensioner |
1.27% | 0.55% | -1.50% | -0.88% | 4.85% |
4.24% |
| Inflation |
0.91% | 0.27% | 0.63% | 0.89% | 0.48%* |
3.23% |
*Inflation for November 2023 has not been published and is therefore taken as the geometric average of the previous 12 months.