Age related funds

2021

Returns

2022

Returns

2023

Returns

2024

Returns

2025

Returns

Fund A Up to Age 44
14.40%
-0.3%
3.36%
13.94%
8.33%
Fund B Age 45-49
12.70%
-0.9%
3.17%
13.14%
8.04%
Fund C Age 50-54
11.10%
-1.6%
2.97%
12.47%
7.76%
Fund D-A Age 55-59
8.40%
-8.2%
1.15%
11.32%
6.18%
Fund D-B Age 55-59
9.50%
0.2%
3.44%
11.22%
7.14%
Fund E-A Age 60-61
5.60%-11.3%
0.15%
9.53%
4.15%
Fund E-B Age 60-61
7.20%
0.1%
3.28%
9.34%
5.95%
Fund F-A Age 62
2.9%
-14.3%
-0.73%
7.77%
2.14%
Fund F-B Age 62
4.80%
0%
3.19%
7.49%
4.77%
Fund G-A Age 63
1.10%
-16.2%
-1.42%
6.52%
0.64%
Fund G-B Age 63
3.30%
-0.1%
3.14%
6.17%
3.86%
Fund H-A Age 64+
-0.70%
-18.1%
-1.96%
5.26%
-0.81%
Fund H-B Age 64+
1.80%
-0.1%
3.06%
4.85%
2.97%

  

See below for sub-fund performance from 2016 – 2020

Age related funds

2016

Returns

2017

Returns

2018

Returns

2019

Returns

2020

Returns

Fund A Up to Age 44
5.77%
5.40%
2.93%
7.59%5.09%
Fund B Age 45-49
5.05%
4.62%
-2.65%
6.86%
4.85%
Fund C Age 50-54
4.86%
4.05%
-2.38%
6.11%4.06%
Fund D-A Age 55-59
6.21%
3.48%
-0.84%
9.94%5.45%
Fund D-B Age 55-59
6.70%
2.60%
-2.00%
4.77%3.22%
Fund E-A Age 60-61
6.63%
1.70%
0.02%
10.49%5.32%
Fund E-B Age 60-61
6.58%
1.07%
-1.56%
3.46%2.29%
Fund F-A Age 62
6.40%
0.47%
0.90%
11.04%5.14%
Fund F-B Age 62
4.45%
3.71%
-1.12%
2.14%1.33%
Fund G-A Age 63
3.53%
2.91%
1.48%
11.40%5.01%
Fund G-B Age 63
2.51%
1.92%
-0.83%
1.27%0.68%
Fund H-A Age 64+
2.11%
1.46%
2.04%
11.74%4.85%
Fund H-B Age 64+
1.50%
0.86%
-0.53%
0.40%0.02%
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