(As at 23 August 2008)
How the investment options performed for 2006/2007.
|
Warning:
Returns are volatile and may go up and down significantly. Members should note that past performance does not guarantee future returns and is not an indicator of future performance.
Investment Returns and Interim Earning Rates
|
Investment Option |
Investment Returns Financial Year to Date 1 July 2008 to 31 July 2008 |
Interim Earning Rates (Annualised) |
|
All Shares |
-2.6% |
-11.7% |
|
High Growth |
-1.9% |
-7.5% |
|
Capital Growth |
-1.2% |
-3.3% |
|
Managed Growth |
-0.6% |
0.4% |
|
Socially Responsible Investment |
-1.8% |
-7.2% |
|
SRI Growth |
-1.5% |
-5.2% |
|
Managed Stable |
0.1% |
4.2% |
|
Cash Plus |
0.7% |
7.9% |
Investment Returns - Financial Year to Date (FYTD)
The FYTD investment returns are the estimated returns for each investment option for the current financial year. The performance of the investment options is measured by the investment returns.
Interim Earning Rates
The Trustee Board reviews the interim earning rates in consultation with the Fund's Investment Advisor and applies the rates to members in a position to take their benefit from the Fund, e.g. commutations, withdrawls, transfers or switching your investment option. The interim earning rate is net of estimated taxes and investment fees.
The interim earning rates shown in the above table are not the annual declared earning rates that are applied to members’ account at 30 June each year.