Every month we publish rolling 12 months investment returns for our funds – to provide you with the latest information at your fingertips.
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 |