Delivering value
How did your pension plan perform?
FEBRUARY 28, 2020
It is important to think in years, not months.
Although markets can be volatile over the short-term, they have historically produced strong results over the long-term.
The performance table below shows a significant rebound from late 2018.
Always remain focused on staying the course to reap long-term gains.
Performance for the year ended 31 December 2019
Fund |
1 Year Return |
Asset Allocation |
2060 Fund |
23.62% | 94.6% Equities / 5.4% Fixed Income |
2050 Fund |
25.58% | 90.7% Equities / 9.3% Fixed Income |
2040 Fund |
22.94% | 78.3% Equities / 21.7% Fixed Income |
2030 Fund |
18.90% | 58.4% Equities / 41.6% Fixed Income |
Income Growth Fund |
14.11% | 35% Equities / 65% Fixed Income |
Income Conservative Fund |
11.72% | 25% Equities / 75% Fixed Income |
