Returns in 2002 - 2003
Last Updated : 02 Aug 2007
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Please note that past performance should not be taken as an indication of future performance.
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Outlined below are the month-by-month returns in each investment option during the year ending 30 June 2003.
This first table of returns is for accumulation members (that is, not allocated pensioners), and shows returns after tax and investment related fees have been deducted.
|
Time Period
|
Shares Option
|
Diversified Growth Option
|
Fixed Interest / Cash Option
|
Cash Option
|
|
July 2002
|
-5.30%
|
-3.28%
|
0.61%
|
0.31%
|
|
Aug 2002
|
0.57%
|
0.82%
|
0.57%
|
0.27%
|
|
Sep 2002
|
-7.06%
|
-3.27%
|
0.86%
|
0.27%
|
|
Oct 2002
|
4.18%
|
2.68%
|
0.27%
|
0.35%
|
|
Nov 2002
|
2.75%
|
1.61%
|
0.21%
|
0.36%
|
|
Dec 2002
|
-2.98%
|
-1.17%
|
1.08%
|
0.29%
|
|
Jan 2003
|
-3.04%
|
-1.57%
|
0.32%
|
0.32%
|
|
Feb 2003
|
-3.28%
|
-1.92%
|
0.54%
|
0.29%
|
|
Mar 2003
|
1.74%
|
1.09%
|
-0.01%
|
0.38%
|
|
Apr 2003
|
4.49%
|
2.90%
|
0.38%
|
0.31%
|
|
May 2003
|
1.31%
|
1.20%
|
0.84%
|
0.34%
|
|
June 2003
|
0.76%
|
0.45%
|
0.20%
|
0.42%
|
|
1.7.2002
to
30.6.2003
|
-6.4%
|
-0.7%
|
6.0%
|
4.0%
|
|
This second table is for Allocated Pensioners, and shows returns after investment related fees have been deducted (there is no tax payable on investment earnings on allocated pension assets).
|
Time Period
|
Shares Option
|
Diversified Growth Option
|
Fixed Interest / Cash Option
|
Cash Option
|
|
July 2002
|
-5.56%
|
-3.48%
|
0.58%
|
0.37%
|
|
Aug 2002
|
0.60%
|
0.83%
|
0.66%
|
0.36%
|
|
Sep 2002
|
-7.40%
|
-3.56%
|
0.98%
|
0.32%
|
|
Oct 2002
|
4.44%
|
2.82%
|
0.30%
|
0.46%
|
|
Nov 2002
|
3.04%
|
1.79%
|
0.23%
|
0.38%
|
|
Dec 2002
|
-3.44%
|
-1.36%
|
1.27%
|
0.34%
|
|
Jan 2003
|
-3.56%
|
-1.89%
|
0.38%
|
0.39%
|
|
Feb 2003
|
-3.87%
|
-2.40%
|
0.64%
|
0.34%
|
|
Mar 2003
|
1.81%
|
1.27%
|
-0.05%
|
0.38%
|
|
Apr 2003
|
5.26%
|
3.42%
|
0.45%
|
0.37%
|
|
May 2003
|
1.52%
|
1.41%
|
0.99%
|
0.40%
|
|
June 2003
|
0.82%
|
0.53%
|
0.24%
|
0.50%
|
|
1.7.2002
to
30.6.2003
|
-7.0%
|
-0.9%
|
6.9%
|
4.7%
|
|