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 2022   -3.03041%   -3.03041%  -2.31987% -2.31987%
May 2022   -1.30203%   -4.29298%  -1.37175% -3.65979%

Conservative Strategy

Gross (Before tax) Net (28% PIR)
  Month Year to date Month Year to date
April 2022 -2.24564%  -2.24564%  -1.6644%  -1.6644%
May 2022 -0.38247%  -2.61952%  -0.44766%  -2.10461%

Growth Strategy

Gross (Before tax) Net (28% PIR)
  Month Year to date Month Year to date
April 2022 -3.19695%  -3.19695% -2.49683%  -2.49683%
May 2022 -1.96860%  -5.10261% -2.02650%  -4.47273%