Performance and unit pricing
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Market Linked Options Performance
The below return table shows the investment performance for the funeral bond market-linked options:
Funeral Bond Market Linked Option |
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|
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Net Returns 31 March 2024* |
|
|
|
Investment Options |
FYTD |
1 year |
2 years p.a.# |
High Growth |
8.32% |
10.81% |
4.72% |
Growth |
5.73% |
7.31% |
2.77% |
Sustainable |
5.30% |
6.04% |
2.08% |
Balanced |
4.83% |
N/A |
N/A |
* net returns are net of tax and net of fees
# please note that these options were launched in July 2021 hence no data is presented for 3 or 5 years of performance history
^ FYTD return for Balanced is from 19 July 2023, when it was first seeded
Benchmark long-term CPI+ investment objectives:
- CPI +4% pa for High Growth;
- CPI +3% pa for Growth; and
- CPI +2% pa for Sustainable;
Capital Guaranteed Performance
Notes: The Total Return is the sum of the bonus rate allocated and the tax benefit. Past performance should not be taken as a guide to future performance.