Overview
Below are the annualized investment returns net of all fees and charges over different measurement periods until 31 May 2025.
MEASUREMENT PERIODS
| |
1 Year |
5 Years |
Since Inception - 1 July 1998
|
| Market Portfolio |
17.90% |
14.50% |
13.10% |
| Stable Portfolio |
11.60% |
8.20% |
9.60% |
| Money Market Portfolio |
9.60% |
7.50% |
8.00% |
| LEB Portfolio |
13.50% |
10.90% |
9.50%* |
| DC Pensioner |
11.50% |
9.40% |
10.80% |
| Shari'ah Portfolio |
9.70% |
10.50% |
7.00%** |
| Headline CPI |
2.80% |
5.20% |
5.40% |
* Inception date 01 March 2011
** Inception date 01 July 2012
The monthly investment returns net of all fees and charges from July 2025 are shown below:
|
July '25 |
YTD |
Market Portfolio
|
2.92% |
2.92% |
Stable Portfolio
|
0.97% |
0.97% |
Money Market Portfolio
|
0.76% |
0.76% |
LEB Portfolio
|
2.21% |
2.21% |
Shari'ah Portfolio
|
2.74% |
2.74% |
DC Pensioner
|
1.23% |
1.23% |
Headline CPI
|
0.25%* |
0.25% |
*Inflation for July 2025 has not been published and is therefore taken as the geometric average of the previous 12 months.