Performance is shown up until 31 March 2012 as this is the latest CPI figure available. More recent performance is available by downloading the Monthly Performance Fact Sheet.
| |
2006 |
2007 |
2008 |
2009 |
2010 |
2011 |
2012 |
| Jan |
1.40% |
1.40% |
1.10% |
0.20% |
0.60% |
0.70% |
0.60% |
| Feb |
2.00% |
1.40% |
0.80% |
0.20% |
0.60% |
0.70% |
0.70% |
| March |
2.00% |
1.60% |
0.80% |
0.20% |
0.60% |
0.70% |
0.80% |
| April |
2.00% |
1.60% |
0.80% |
0.20% |
0.60% |
0.60% |
0.80% |
| May |
2.00% |
1.80% |
0.80% |
0.20% |
0.80% |
0.60% |
0.80% |
| June |
2.00% |
1.80% |
1.00% |
0.20% |
0.60% |
0.60% |
|
| July |
1.80% |
1.80% |
1.00% |
0.20% |
0.60% |
0.60% |
|
| Aug |
1.30% |
2.30% |
0.80% |
0.40% |
0.60% |
0.60% |
|
| Sep |
1.30% |
1.50% |
0.80% |
0.40% |
0.60% |
0.50% |
|
| Oct |
1.30% |
1.50% |
0.40% |
0.60% |
0.70% |
0.60% |
|
| Nov |
1.60% |
1.50% |
0.20% |
0.60% |
0.70% |
0.60% |
|
| Dec |
1.60% |
1.10% |
0.20% |
0.60% |
0.70% |
0.60% |
|
| |
2006 |
2007 |
2008 |
2009 |
2010 |
2011 |
2012 |
| Jan |
1.44% |
1.44% |
1.15% |
0.24% |
0.64% |
0.74% |
0.64% |
| Feb |
2.04% |
1.44% |
0.85% |
0.24% |
0.64% | 0.74% |
0.74% |
| March |
2.04% |
1.64% |
0.85% |
0.24% |
0.64% | 0.74% |
0.84% |
| April |
2.04% |
1.64% |
0.85% |
0.24% |
0.64% | 0.64% |
0.84% |
| May |
2.04% |
1.84% |
0.85% |
0.24% |
0.84% |
0.64% |
0.84% |
| June |
2.04% |
1.84% |
1.05% |
0.24% |
0.64% | 0.64% |
|
| July |
1.84% |
1.84% |
1.04% |
0.24% |
0.64% | 0.64% |
|
| Aug |
1.34% |
2.34% |
0.84% |
0.44% |
0.64% |
0.64% |
|
| Sep |
1.34% |
1.54% |
0.84% |
0.44% |
0.64% |
0.54% |
|
| Oct |
1.34% |
1.54% |
0.44% |
0.64% |
0.74% |
0.64% |
|
| Nov |
1.64% |
1.55% |
0.24% |
0.64% |
0.74% | 0.64% |
|
| Dec |
1.64% |
1.15% |
0.24% |
0.64% |
0.74% | 0.64% |
|
| |
2006 |
2007 |
2008 |
2009 |
2010 | 2011 |
2012 |
| Jan |
1.48% |
1.20% |
1.15% |
0.28% |
0.68% | 0.78% |
0.68% |
| Feb |
2.08% |
1.48% |
0.90% |
0.28% |
0.68% | 0.78% |
0.78% |
| March |
2.08% |
1.68% |
0.90% |
0.28% |
0.68% | 0.78% |
0.88% |
| April |
2.08% |
1.68% |
0.90% |
0.28% |
0.68% | 0.68% |
0.88% |
| May |
2.08% |
1.88% |
0.90% |
0.28% |
0.88% | 0.68% |
0.88% |
| June |
2.08% |
1.88% |
1.05% |
0.28% |
0.68% | 0.68% |
|
| July |
1.88% |
1.88% |
1.08% |
0.28% |
0.68% | 0.68% |
|
| Aug |
1.38% |
2.38% |
0.88% |
0.48% |
0.68% | 0.68% |
|
| Sep |
1.38% |
1.58% |
0.88% |
0.48% |
0.68% | 0.58% |
|
| Oct |
1.38% |
1.58% |
0.48% |
0.68% |
0.78% | 0.68% |
|
| Nov |
1.68% |
1.60% |
0.28% |
0.68% |
0.78% | 0.68% |
|
| Dec |
1.68% |
1.20% |
0.28% |
0.68% |
0.78% | 0.68% |
|
| Years |
CoreGrowth (Gross of fees) |
Inflation |
| 1 year |
7.7% |
6.0% |
| 3 years |
7.1% |
5.1% |
| 5 years |
9.3% |
7.0% |
| 10 years |
10.7% |
5.8% |
Comparison as at 31 March 2012.
| Assets |
Percentage |
| Domestic Equities |
30.8% |
| Domestic Interest-bearing Assets |
30.9% |
| Domestic Alternative Assets |
4.5% |
| Property |
9.6% |
| International Equities |
15.3% |
| International Interest-bearing Assets |
5.5% |
| International Alternative Assets |
3.4% |
| Total |
100% |
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