Age related funds

2020

Returns

2021

Returns

2022

Returns

2023

Returns

2024

Returns

Fund A Up to Age 44
5.09%
14.40%
-0.3%
3.36%
13.94%
Fund B Age 45-49
4.85%
12.70%
-0.9%
3.17%
13.14%
Fund C Age 50-54
4.06%
11.10%
-1.6%
2.97%
12.47%
Fund D-A Age 55-59
5.45%
8.40%
-8.2%
1.15%
11.32%
Fund D-B Age 55-59
3.22%
9.50%
0.2%
3.44%
11.22%
Fund E-A Age 60-61
5.32%5.60%
-11.3%
0.15%
9.53%
Fund E-B Age 60-61
2.29%
7.20%
0.1%
3.28%
9.34%
Fund F-A Age 62
5.14%
2.9%
-14.3%
-0.73%
7.77%
Fund F-B Age 62
1.33%
4.80%
0%
3.19%
7.49%
Fund G-A Age 63
5.01%
1.10%
-16.2%
-1.42%
6.52%
Fund G-B Age 63
0.68%
3.30%
-0.1%
3.14%
6.17%
Fund H-A Age 64+
4.85%
-0.70%
-18.1%
-1.96%
5.26%
Fund H-B Age 64+
0.02%
1.80%
-0.1%
3.06%
4.85%

  

See below for sub-fund performance from 2015 – 2019

Age related funds

2015

Returns

2016

Returns

2017

Returns

2018

Returns

2019

Returns

Fund A Up to Age 44
4.60%
5.77%
5.40%
2.93%
7.59%
Fund B Age 45-49
4.1%
5.05%
4.62%
-2.65%
6.86%
Fund C Age 50-54
4.0%
4.86%
4.05%
-2.38%
6.11%
Fund D-A Age 55-59
5.2%
6.21%
3.48%
-0.84%
9.94%
Fund D-B Age 55-59
5.6%
6.70%
2.60%
-2.00%
4.77%
Fund E-A Age 60-61
5.3%
6.63%
1.70%
0.02%
10.49%
Fund E-B Age 60-61
5.9%
6.58%
1.07%
-1.56%
3.46%
Fund F-A Age 62
5.4%
6.40%
0.47%
0.90%
11.04%
Fund F-B Age 62
6.1%
4.45%
3.71%
-1.12%
2.14%
Fund G-A Age 63
5.5%
3.53%
2.91%
1.48%
11.40%
Fund G-B Age 63
6.3%
2.51%
1.92%
-0.83%
1.27%
Fund H-A Age 64+
5.3%
2.11%
1.46%
2.04%
11.74%
Fund H-B Age 64+
6.2%
1.50%
0.86%
-0.53%
0.40%
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