Investment Returns
Investment Returns
In the tables below we have shown annual returns. The returns arise from a single payment made at the start of the year, before investment fees, tax and expenses.
The investment returns set out below need to be considered in light of the market low caused by COVID-19 in March 2020. This is highlighted when comparing the returns shown for the year ending 31 March 2021. It should be reminded that any past performance is no guarantee of future performance.
| AUTOMATIC FUND YEAR ENDING | AGE 20 | AGE 30 | AGE 40 | AGE 50 | AGE 60 | AGE 70 | AGE 80 |
| 31/03/2021 | 29.88% | 27.08% | 24.24% | 21.23% | 18.27% | 13.81% | 8.96% |
| 28/02/2021 | 8.64% | 7.65% | 6.30% | 4.76% | 3.72% | 3.13% | 1.44% |
| 31/01/2021 | 5.62% | 5.39% | 4.67% | 3.95% | 3.65% | 3.74% | 2.68% |
| 31/12/2020 | 7.97% | 7.66% | 6.94% | 6.29% | 6.02% | 5.80% | 4.53% |
| 30/11/2020 | 5.65% | 5.65% | 5.16% | 4.72% | 4.60% | 4.62% | 3.63% |
| 31/10/2020 | 2.48% | 2.79% | 2.60% | 2.50% | 2.79% | 3.50% | 3.08% |
| 30/09/2020 | 3.69% | 3.54% | 2.91% | 2.35% | 2.35% | 3.01% | 2.42% |
| 31/08/2020 | 6.98% | 6.33% | 5.11% | 3.92% | 3.42% | 3.70% | 2.49% |
| 31/07/2020 | 2.94% | 2.91% | 2.31% | 1.87% | 2.01% | 2.86% | 2.48% |
| 30/06/2020 | 3.30% | 3.15% | 2.40% | 1.83% | 1.89% | 2.76% | 2.37% |
| 31/05/2020 | 5.62% | 5.28% | 4.45% | 3.82% | 3.79% | 4.32% | 3.67% |
| 30/04/2020 | 1.41% | 1.57% | 1.33% | 1.35% | 1.90% | 3.07% | 3.25% |
| 31/03/2020 | -2.71% | -2.51% | -2.65% | -2.57% | -1.95% | -0.32% | 0.55% |
| 29/02/2020 | 13.33% | 12.61% | 11.82% | 11.26% | 10.66% | 9.16% | 7.64% |
| 31/01/2020 | 23.46% | 21.53% | 19.44% | 17.55% | 15.73% | 12.73% | 9.51% |
| 31/12/2019 | 25.02% | 22.89% | 20.56% | 18.33% | 16.20% | 12.91% | 9.29% |
| 30/11/2019 | 20.97% | 19.44% | 17.83% | 16.48% | 15.09% | 12.43% | 9.74% |
| 31/10/2019 | 17.35% | 16.37% | 15.44% | 14.72% | 13.80% | 11.50% | 9.39% |
| 30/09/2019 | 8.24% | 8.49% | 8.80% | 9.35% | 9.59% | 8.69% | 8.05% |
| 31/08/2019 | 7.19% | 7.58% | 8.14% | 8.93% | 9.32% | 8.46% | 8.07% |
| 31/07/2019 | 10.61% | 10.53% | 10.49% | 10.61% | 10.43% | 9.15% | 8.04% |
| 30/06/2019 | 8.93% | 8.91% | 8.98% | 9.17% | 9.11% | 8.09% | 7.24% |
| 31/05/2019 | 8.24% | 8.04% | 7.92% | 7.93% | 7.83% | 7.07% | 6.40% |
| 30/04/2019 | 11.69% | 10.97% | 10.29% | 9.70% | 9.12% | 7.91% | 6.62% |
| Years ending 31 March | |||||||
| 31/03/2021 | 29.88% | 27.08% | 24.24% | 21.23% | 18.27% | 13.81% | 8.96% |
| 31/03/2020 | -2.71% | -2.51% | -2.65% | -2.57% | -1.95% | -0.32% | 0.55% |
| 31/03/2019 | 11.30% | 10.68% | 10.18% | 9.77% | 9.27% | 8.00% | 6.82% |
| 31/3/2018 | 9.28% | 8.57% | 7.63% | 6.67% | 6.02% | 5.51% | 4.28% |
| 31/3/2017 | 10.59% | 9.58% | 8.42% | 7.21% | 6.23% | 5.18% | 3.70% |
| 31/3/2016 | 4.88% | 5.02% | 5.04% | 5.19% | 5.26% | 5.13% | 4.95% |
| 31/3/2015 | 20.26% | 18.72% | 17.55% | 16.57% | 15.38% | 12.67% | 10.55% |
| 31/3/2014 | 15.76% | 13.82% | 11.72% | 9.66% | 7.92% | 6.12% | 4.14% |
| 31/3/2013 | 11.94% | 11.65% | 11.15% | 10.75% | 10.01% | 8.04% | 6.16% |
| 31/3/2012 | -3.38% | -1.89% | -0.62% | 0.72% | 1.82% | 2.50% | 2.95% |
| 31/3/2011 | 6.01% | 6.25% | 6.59% | 6.96% | 6.82% | 5.48% | 4.70% |
| 31/3/2010 | 25.11% | 25.66% | 26.31% | 27.11% | 25.94% | 20.00% | 16.17% |
| 31/3/2009 | -18.45% | -18.39% | -17.95% | -17.53% | -13.61% | -6.94% | -0.75% |
| FUND YEAR ENDING | AGGRESSIVE FUND RETURN (% pa) |
GROWTH FUND RETURN (% pa) |
BALANCED FUND RETURN (% pa) |
CONSERVATIVE FUND RETURN (% pa) |
| 31/03/2021 | 28.73% | 22.95% | 17.25% | 7.52% |
| 28/02/2021 | 8.35% | 5.49% | 4.55% | 1.85% |
| 31/01/2021 | 5.59% | 4.17% | 4.11% | 3.26% |
| 31/12/2020 | 7.86% | 6.48% | 6.16% | 4.96% |
| 30/11/2020 | 5.73% | 4.83% | 4.85% | 4.11% |
| 31/10/2020 | 2.64% | 2.35% | 3.06% | 3.82% |
| 30/09/2020 | 3.62% | 2.43% | 3.04% | 3.31% |
| 31/08/2020 | 6.69% | 4.29% | 4.24% | 3.39% |
| 31/07/2020 | 2.86% | 1.81% | 2.75% | 3.55% |
| 30/06/2020 | 3.12% | 1.77% | 2.62% | 3.49% |
| 31/05/2020 | 5.35% | 3.86% | 4.37% | 4.61% |
| 30/04/2020 | 1.32% | 1.05% | 2.41% | 4.30% |
| 31/03/2020 | -2.82% | -2.94% | -1.08% | 1.75% |
| 29/02/2020 | 12.83% | 11.44% | 9.64% | 7.19% |
| 31/01/2020 | 22.38% | 18.36% | 14.53% | 8.72% |
| 31/12/2019 | 23.94% | 19.38% | 15.21% | 8.46% |
| 30/11/2019 | 20.06% | 17.05% | 13.73% | 8.92% |
| 31/10/2019 | 16.78% | 15.11% | 12.45% | 8.50% |
| 30/9/2019 | 8.28% | 9.12% | 8.35% | 7.49% |
| 31/8/2019 | 7.30% | 8.62% | 7.96% | 7.39% |
| 31/7/2019 | 10.52% | 10.58% | 9.09% | 7.32% |
| 30/6/2019 | 8.90% | 9.16% | 8.00% | 6.60% |
| 31/5/2019 | 8.03% | 7.90% | 6.79% | 5.92% |
| 30/4/2019 | 11.26% | 9.97% | 8.21% | 6.11% |
| Years ending 31st March | ||||
| 31/03/2021 | 28.73% | 22.95% | 17.25% | 7.52% |
| 31/03/2020 | -2.82% | -2.94% | -1.08% | 1.75% |
| 31/3/2019 | 10.92% | 9.99% | 8.19% | 6.16% |
| 31/3/2018 | 8.93% | 7.02% | 5.89% | 4.36% |
| 31/3/2017 | 10.17% | 7.84% | 6.51% | 3.65% |
| 31/3/2016 | 4.82% | 4.94% | 4.48% | 4.82% |
| 31/3/2015 | 19.39% | 17.22% | 14.14% | 9.41% |
| 31/3/2014 | 14.88% | 10.34% | 7.68% | 3.95% |
| 31/3/2013 | 12.21% | 11.42% | 9.58% | 6.71% |
| 31/3/2012 | -2.74% | 0.40% | 2.53% | 4.38% |
| 31/3/2011 | 6.79% | 7.66% | 7.30% | 6.04% |
| 31/3/2010 | 27.71% | 26.88% | 21.64% | 11.71% |
| 31/3/2009 | -22.50% | -19.70% | -8.15% | -0.08% |