Investment performance

Investment performance reports

Find the monthly investment performance reports.

All of the performance figures are quoted net of fees.

 
Month 


Flash Performance Reports: 

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.