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Defined Benefit Scheme

Our investment returns are shown as a percentage, after the deduction of tax and fees. It’s important to note that these returns are historical and the past performance of an investment option is not necessarily an indicator of its future performance.

 

Investment Returns As at

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Investment Option 1mth 3mth FYTD 12mth 3yrs 5yrs 7yrs 10yrs
Defined Benefit Strategy -0.39% -3.17% -0.81% 2.96% 6.89% 7.01% 8.28% 6.94%

Performance Chart

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Monthly Returns
From
to

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Month Defined Benefit Strategy (%)
November 2018 -0.39
October 2018 -2.83
September 2018 0.04
August 2018 1.31
July 2018 1.11
June 2018 0.83
May 2018 0.40
April 2018 1.46
March 2018 -0.31
February 2018 -0.13
January 2018 0.77
December 2017 0.74

Yearly Returns

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Year Defined Benefit Strategy (%)
2017 10.62
2016 3.73
2015 8.83
2014 10.93
2013 14.19
2012 -2.01
2011 8.43
2010 10.82
2009 -19.73
2008 -7.92
2007 14.28
2006 17.31
2005 14.22
2004 13.40
2003 0.39
2002 -5.81
2001 2.51

Note: The 3, 5, 7 and 10 year figures are rolling and reflect an annualised compound rate.