Overview
Below are the annualized investment returns over different measurement periods until 30 June 2019.
MEASUREMENT PERIODS
| |
1 Year |
5 Years |
Since Inception - 1 July 1998
|
| Market Portfolio |
3.31% |
7.08% |
13.21% |
| Stable Portfolio |
2.77% |
8.55% |
10.33% |
| Money Market Portfolio |
8.75% |
8.21% |
8.13% |
| LEB Portfolio |
7.51% |
8.83% |
10.44%* |
| DC Pensioner |
3.99% |
6.75% |
12.36% |
| Shari'ah Portfolio |
5.29% |
4.82% |
8.53%** |
| Headline CPI |
4.46% |
5.02% |
5.68% |
* Inception date 31 March 2011
** Inception date 31 July 2012
The monthly investment returns from July 2019 are shown below:
| July '19 | Aug '19 | Sept '19 | Oct '19 | Nov '19 | Dec '19 | Jan '20 | Feb '20 | Mar '20 | Apr '20 | May '20 | YTD |
Market Portfolio
| -0.38% | -0.03% | 1.28% | 1.52% | -0.68% | 1.48% | 1.18% | -4.82% | -11.75% | 10.12% | 1.18% | -2.26% |
Stable Portfolio
| 0.29% | 0.15% | 0.05% | 0.15% | 0.12% | 0.33% | 0.34% | 0.55% | 0.38% | 0.00% | 0.00% | 2.39% |
Money Market Portfolio
| 0.75% | 0.73% | 0.68% | 0.72% | 0.67% | 0.70% | 0.73% | 0.61% | 0.58% | 0.54% | 0.65% | 7.59% |
LEB Portfolio
| 0.61% | 1.09% | 0.86% | 1.09% | -0.20% | 0.68% | 1.85% | -1.49% | -6.09% | 5.66% | 1.67% | 5.46% |
Shari'ah Portfolio
| -0.5% | 0.79% | 0.28% | 1.88% | -0.78% | 0.60% | 0.96% | -3.63% | -5.67% | 6.90% | -0.20% | 0.15% |
DC Pensioner
| -0.32% | 0.01% | 0.54% | -0.18% | -1.55% | 1.08% | 0.50% | -0.62% | -9.12% | 6.05% | 1.58% | -2.66% |
|
Headline CPI
| 0.36% | 0.27% | 0.27% | 0.00% | 0.09% | 0.26% | 0.26% | 0.96% | 0.35% | 0.34%* | 0.31%* | 3.52% |
*Inflation for April and May 2020 has not been published and is therefore taken as the geometric average of the previous 12 months.