Investment Returns

Investment Returns

AUTOMATIC FUND YEAR ENDING AGE 20 AGE 30 AGE 40 AGE 50 AGE 60 AGE 70 AGE 80
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
31/03/2019 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)
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
31/3/2019 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%