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)
April 2021   2.16951%   2.16951%  1.90855% 1.90855%
May 2021   0.21203%   2.38614%  0.07306% 1.98300%
June 2021   1.77740%   4.20595%  2.02019% 4.04325%
July 2021   1.18810%   5.44402%  1.03303% 5.11805%
August 2021   1.74554%  7.28459%  1.57270% 6.77124%

 

Conservative Strategy

 

 

Gross (Before tax) Net (28% PIR)
April 2021 0.88614%  0.88614%  0.78531%  0.78531%
May 2021 0.01446%  0.90073%  -0.03654%  0.74848%
June 2021 0.79156%  1.69942% 0.83107%  1.58577%
July 2021 0.90857%  2.62343% 0.70766%  2.30466%
August 2021 0.46206%  3.09761% 0.42323%  2.73764%