Find the monthly investment performance reports.
All of the performance figures are quoted net of fees.
| Month |
Performance Headlines |
|---|---|
| January 2024 |
3 month performance +4.8%, underperforming the actuarial* benchmark by 3.3% and outperforming the market benchmark by -2.4%. 1 year performance +5.1%, underperforming the actuarial* benchmark by -0.9% and underperforming the market benchmark by -1.0%. 3 year performance +7.4% annualised, outperforming the actuarial* benchmark by -0.9% annualised and outperforming the market benchmark by 0.8% annualised. 5 year performance +6.7% annualised, underperforming the actuarial* benchmark by +0.2% annualised and outperforming the market benchmark by -0.7% annualised. |
*The independent rate of return required to improve the funding level.