Investment Performance

The following table shows the investment performance after fees and before and after tax at 28.0% PIR.

Balanced Strategy

 

 

 

 

Gross (Before tax) Net (28% PIR)
Month Year to date Month Year to date
April 2020    6.56134%   6.56134%  6.02364% 6.023647%

 

Conservative Strategy

 

 

Gross (Before tax) Net (28% PIR)
Month Year to date Month Year to date
April 2020 3.48908%  3.48908%  3.03562%  6.03562%