Returns History
Monthly Returns - Period from 1 July 2004 to 30 June 2005
The following table shows the Plan's monthly investment returns for the months to 30 June 2005.
Monthly returns % |
Cumulative returns % |
Notional return on Benchmark Portfolio |
Assets $ billions |
||
|---|---|---|---|---|---|
Month % |
Cumulative % |
||||
| 2004 | |||||
| July | (0.31) |
(0.31) |
(0.5) |
(0.5) |
4.190 |
| August | 1.02 |
0.71 |
0.8 |
0.3 |
4.249 |
| September | 1.69 |
2.42 |
1.7 |
2.0 |
4.326 |
| October | 1.16 |
3.61 |
1.2 |
3.3 |
4.389 |
| November | 2.23 |
5.92 |
2.5 |
5.9 |
4.478 |
| December | 2.27 |
8.32 |
2.4 |
8.3 |
4.605 |
| 2005 | |||||
| January | 0.55 |
8.92 |
0.5 |
8.9 |
4.656 |
| February | 1.40 |
10.45 |
1.0 |
10.1 |
4.769 |
| March | 0.01 |
10.46 |
(0.3) |
9.5 |
4.778 |
From 1 April Member Investment Choice has been available for most members. The monthly returns for each option are:
Investment Strategy |
||||||
|---|---|---|---|---|---|---|
2005 |
Cash |
Conservative |
Balanced |
Growth |
Aggressive |
|
| April | 0.5% |
0.4% |
(0.6)% |
(1.4)% |
(2.0)% |
|
| May | 0.4% |
1.4% |
2.1% |
2.6% |
3.0% |
|
| June | 0.4% |
1.1% |
1.8% |
2.3% |
2.7% |
|
