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% |