| Year to June |
Basic Bonus
(Guaranteed) |
Capital Bonus
(Non-Guaranteed) |
Total |
| 2011 |
4.0% |
4.0% |
8.0% |
| 2010 |
3.0% |
3.0% |
6.0% |
| 2009 |
1.0% |
1.5% |
2.5% |
| 2008 |
6.0% |
7.0% |
13.0% |
| 2007 |
10.0% |
17.0% |
27.0% |
| 2006 |
10.0% |
16.0% |
26.0% |
| 2005 |
8.0% |
10.0% |
18.0% |
| 2004 |
4.0% |
6.0% |
10.0% |
| 2003 |
1.5% |
0.0% |
1.5% |
| 2002 |
6.0% |
6.0% |
12.0% |
| 2001 |
8.0% |
7.5% |
15.5% |
| 2000 |
7.0% |
9.0% |
16.0% |
The Interim Bonus Rate for the year 1 July 2011 to 30 June 2012 is 5% (gross of fees). Please note that the interim rate is of importance only to funds which will partially or fully terminate from the Guaranteed Fund before the next interim bonus rate revision or the declaration of the final bonus. The actual return allocated to individual members who exit their retirement fund, thereby claiming a benefit from the Guaranteed Fund, remains at the discretion of their Trustees.
To enhance equity between all Guaranteed Fund clients, the interim bonus rate is reviewed at least every quarter, or more frequently if reserves have changed by a significant amount since the previous review, which could result in an increase or decrease in the interim bonus rate.
| |
Percentage |
| Domestic Equities |
42.1% |
| Domestic Interest-Bearing Assets |
19.5% |
| Domestic Alternative Assets |
5.0% |
| Property |
9.7% |
| International Equities |
16.6% |
| International Interest-Bearing Assets |
3.5% |
| International Alternative Assets |
3.6% |
| Total |
100% |
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