Investment Performance

Monthly Flash Performance Reports  

 

Month 
Performance Headlines
 

 

October 2023

 

 

  • 3 month performance -1.8%, Underperforming the actuarial* benchmark by -3.2% and Outperforming the market benchmark by 1.5%.

  • 1 year performance +1%, Underperforming the actuarial* benchmark by -4.9% and Underperforming the market benchmark by -0.8%.
     
  • 3 year performance +6.8% annualised, Outperforming the actuarial* benchmark by +0.4% annualised and Outperforming the market benchmark by 0.6% annualised.
     
  • 5 year performance +6.2% annualised, Underperforming the actuarial* benchmark by -0.1% annualised and Outperforming the market benchmark by 0.3% annualised.

  *the independent rate of return required to improve the funding level

  All performance figures are quoted net of fees