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 2019    2.22375%   2.223757%  2.30807% 2.30807%
May 2019 -1.53541% 0.65420% -1.48774% 0.78599%
June 2019 3.11765% 3.79224% 2.74090% 3.54844%

 

Conservative Strategy

 

 

Gross (Before tax) Net (28% PIR)
Month Year to date Month Year to date
April 2019 0.64705%  0.64705%  0.66643%  0.66643%
May 2019 0.15990% 0.80798% 0.00686% 0.67333%
June 2019 1.78834% 2.161077% 1.51884% 2.20240%