Overview
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
|
| Market Portfolio |
0.62% |
6.18% |
12.61% |
| Stable Portfolio |
2.39% |
5.54% |
9.96% |
| Money Market Portfolio |
8.22% |
8.55% |
8.14% |
| LEB Portfolio |
6.54% |
8.62% |
9.79%* |
| DC Pensioner |
-3.06% |
4.98% |
11.61% |
| Shari'ah Portfolio |
2.99% |
4.52% |
7.39%** |
| Headline CPI |
2.22% |
4.52% |
5.5% |
* Inception date 31 March 2011
** Inception date 31 July 2012
The monthly investment returns from July 2020 are shown below:
| Jul '20 | Aug '20 | Sept '20 | Oct '20 | Nov '20 | Dec '20 | Jan '21 | YTD |
Market Portfolio
| 2.19% | 1.87% | -2.19% | -1.92% | 7.93% | 2.50% | 3.71% | 14.57% |
Stable Portfolio
| 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.10% |
Money Market Portfolio
| 0.55% | 0.50% | 0.47% | 0.43% | 0.30% | 0.40% | 0.39% | 3.09% |
LEB Portfolio
| 1.61% | 1.83% | -1.58% | -0.63% | 4.51% | 1.10% | 2.35% | 9.45% |
Shari'ah Portfolio
| 2.21% | 1.14% | -1.38% | -2.71% | 4.60% | 2.43% | 2.78% | 9.21% |
DC Pensioner
| -0.22% | 3.81% | -2.45% | 0.16% | 3.64% | 2.53% | 2.51% | 10.25% |
Headline CPI
| 1.31% | 0.17% | 0.17% | 0.26% | 0.00 | 0.17% | 0.25%* | 2.35% |
*Inflation for January 2021 has not been published and is therefore taken as the geometric average of the previous 12 months.