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%
May 2020 2.71995% 9.456976% 2.52020% 8.69565%
June 2020 1.06771% 10.62847% 0.68025% 9.43505%
July 2020 2.67197% 13.58443% 2.30309% 11.95544%
August 2020 2.96235% 16.94920% 2.73150% 15.01350%

 

Conservative Strategy

 

 

Gross (Before tax) Net (28% PIR)
Month Year to date Month Year to date
April 2020 3.48908%  3.48908%  3.03562%  3.03562%
May 2020 1.59994% 5.14484% 1.42312% 4.50194%
June 2020 0.83031% 6.01787% 0.61338% 5.14293%
July 2020 1.88718% 8.01862% 1.59911% 6.82428%
August 2020 1.00974% 9.10933% 0.85642% 7.73915%