Bucket list # 67

Release sky lanterns

Now that I've retired, Chamber Pension Plan allows me to MAKE WISHES!

Lifecycle Returns

Performance SUMMARY - AS OF 30 JUNE 2018

Chamber Pension Plan is pleased to report the Lifecycle returns as of June 30th 2018.

 

NET OF ALL PLAN EXPENSES                              ANNUALISED

  1 YR 2 YR 3 YR 5 YR
Total Plan* 7.55% 8.40% 4.71% 6.29%
Index 6.76% 8.23% 5.34% 6.39%
Income Conservative Fund** N/A N/A N/A N/A
Index N/A N/A N/A N/A
Income Growth Fund 2.75% 3.31% 2.23% 2.96%
Index 3.10% 3.86% 3.25% 3.73%
2030 Fund 5.91% 6.69% 3.54% 5.03%
Index 5.76% 7.23% 4.96% 5.99%
2040 Fund 8.01% 8.99% 4.47% 6.20%
Index 7.41% 9.33% 6.01% 7.15%
2050 Fund 9.15% 10.30% 4.84% 6.79%
Index 8.69% 11.07% 6.85% 8.12%
2060 Fund*** 10.33% 11.68% N/A N/A
Index 10.08% 13.14% N/A N/A

 

*Total Plan Return is Net of Investment Manager Fees only.

** May 2018 was the first month of performance for the Income Conservative Fund.

*** March 2016 was the first month of performance for the 2060 Fund. 

 

Below you will find a comparison of the returns compared to June 30th, 2013 - 2017. 

 

Lifecycle

2014

2015

2016

2017

2018

Income Conservative Fund* N/A N/A N/A N/A N/A
Income Growth Fund 6.94% 1.26% 0.10% 3.87% 2.75%
2060 N/A N/A N/A 13.06% 10.33%
2050 16.80% 3.21% -5.28% 11.45% 9.15%
2040 15.06% 2.99% -4.03% 9.99% 8.01%
2030 12.51% 2.32% -2.47% 7.48% 5.91%
2015 8.70% 1.42% N/A N/A N/A

* May 2018 was the first month of performance for the Income Conservative Fund.

** March 2016 was the first month of performance for the 2060 Fund.

 

Below you will find a comparison of our expense ratios from 2014 to date.

 

 

June 2014

June 2015

JUNE 2016

JUNE 2017

JUNE 2018

Expense Ratio 1.41% 1.23% 1.26% 1.05% 0.83%