Latest Investment Returns

Updated June 2019

 
 
Income Fund
(Portfolio A)
Smoothed Bonus Fund: 
(Portfolio B)
Balanced Fund
(Portfolio C)
Shari'ah
Fund
(Portfolio D)
May 2019*
Net return
0.69% 0.43% -4.02% -1.79%
Year to date
3.38% 0.78% 4.31% 4.50%
Last year
Ending May 
2019*
Net return
8.4% 3.2% 2.3% 5.4%
Less inflation
4.6% 4.6% 4.6% 4.6%
Net real return
3.8% -1.4% -2.3% 0.8%
Last 3 years
Ended May 
2019*
Net return
8.5% 5.6% 3.8% 2.2%
Less inflation
4.8% 4.8% 4.8% 4.8%
Net real return
3.7%
0.8%
-1.0% -2.6%
Last 5 years
Ended May
 2019*
Net return
8.0% 9.2% 6.8% 4.8%
Less inflation
5.0% 5.0% 5.0%
5.0%
Net real return
3.0%
4.2% 1.8% -0.2%
Last 7 years
Ended May 
2019*
Net return
7.5%
11.4%
10.5%
8.2%
Less inflation
5.3% 5.3% 5.3% 5.3%
Net real return
2.2% 6.1% 5.2% 2.9%
 
*NB: These returns are as calculated each month by Willis Towers Watson, using data supplied by the Fund's Investment Managers, and may differ slightly from the daily returns calculated by the Fund's Administrators. These differences arise mainly from timing differences affecting the monthly and daily calculation processes.


*Please note that performance figures provided by the Administrator are used to update these portfolio returns.


















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Fund website:
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