Delivering service

We are here to help you and to safeguard your investments. Let’s talk.


Speaking to someone is easy. Visit us in person, give us a call, or send us an email.


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

 

View full fund performance