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Investments
Scheme Investments
Change in allocation chart based on aggregated Net Asset Statements year to 31 March 2013
Asset allocation charts based on aggregated Net Asset Statements as at 31 March 2013
Other asset allocation
Net return on investment based on aggregated Fund accounts year to 31 March 2013
Net return on investment % is calculated by dividing the net return on investment by the average value of the fund over the year – this differs from calculated performance.
The average net return on investment, and total for the scheme on a aggregate basis, for the year ended 31 March 2013 was 12.5%. The average investment expenses were 0.3% over the period, therefore the gross return on investment was 12.8%.
The above chart shows the distribution around 12.5%, with most funds falling in a range of between 9.0% and 15.5%.
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