Investment Returns

In the tables below we have shown rolling 12 month returns. The returns arise from a single payment made at the start of the year, before investment fees, tax and expenses.

It should be reminded that any past performance is no guarantee of future performance.

Period Aggressive Fund Return (%pa) Growth Fund Return (%pa) Balanced Fund Return (%pa) Conservative Fund Return (%pa)
31/12/2024 21.46 15.42 12.77 8.15
30/11/2024 25.11 19.76 16.64 10.72
31/10/2024 26.14 21.60 18.67 12.52
30/09/2024 21.21 17.76 16.21 11.58
31/08/2024 16.02 13.65 12.54 9.42
31/07/2024 15.39 11.68 10.76 8.13
30/06/2024 13.18 9.62 9.00 6.43
31/05/2024 14.71 10.97 9.59 6.10
30/04/2024 14.19 10.36 8.53 5.30
31/03/2024 20.01 14.99 12.32 7.43
29/02/2024 16.86 12.63 10.95 7.12
31/01/2024 14.51 10.89 9.16 6.08
Automatic
Fund Period 		Age 20 Age 30 Age 40 Age 50 Age 60 Age 70 Age 80
31/12/2024 22.30 19.25 16.26 13.79 11.35 9.51 7.69
30/11/2024 25.71 22.99 20.31 18.00 15.72 13.17 10.65
31/10/2024 26.54 24.29 22.06 20.09 18.14 15.37 12.64
30/09/2024 21.00 19.37 17.75 16.39 15.03 13.15 11.28
31/08/2024 15.88 14.74 13.60 12.62 11.65 10.46 9.26
31/07/2024 15.78 13.94 12.12 10.70 9.30 8.40 7.49
30/06/2024 12.92 11.25 9.59 8.26 6.94 6.32 5.67
31/05/2024 14.77 12.94 11.14 9.55 7.97 6.88 5.77
30/04/2024 14.63 12.67 10.73 9.06 7.42 6.34 5.26
31/03/2024 20.66 18.06 15.50 13.34 11.21 9.31 7.42
29/02/2024 17.25 15.13 13.03 11.29 9.57 8.19 6.81
31/01/2024 15.11 13.22 11.35 9.82 8.31 7.17 6.03