Year to date declared rates
To 31 January 2019
| Financial YTD | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr | |
|---|---|---|---|---|---|---|
| Trustee Selection* | 0.7% | 3.0% | 7.0% | 7.6% | 7.4% | 8.2% |
| University Conservative Diversified** | 0.8% | 2.2% | 3.0% | 3.4% | N/A | N/A |
| University Cash** | 1.0% | 1.7% | 1.6% | 1.7% | N/A | N/A |
| Growth* (applicable to deferred members only) | 0.1% | 2.8% | 7.3% | 8.1% | 7.5% | 8.3% |
*Prior to February 2015 the current Trustee Selection and Growth Strategies were combined as one Growth Strategy. All historical reporting for both the Trustee Selection and Growth Strategies use pre February 2015 Growth Strategy returns. The Growth and Trustee Selection Strategies were created to allow the Trustee more flexibility to closely tailor the two strategies to suit the expectations and differing requirements of members and employers. Whilst the two strategies are similar in terms of their risk and return characteristics there will be fluctuations in returns, especially in the short term as a result of differences in specific manager performances, but also over the longer term horizon as the Trustee further tailors these portfolios for the specific member and employer needs.
**The University Conservative Diversified and University Cash Strategies were introduced in October 2014. Reporting will only take into account part of the 2014–15 financial year. Additionally, the other longer term rates reported will not be included for each of the strategies until such time that the strategy has been available for that time period.
Past investment performance is no indication or guarantee of future investment performance.
The above investment performance table provides information about how the Pooled Fund investment strategies have performed over time. The crediting rates shown above have been rounded to one decimal point and are shown as an annual rate. Actual crediting rates are declared monthly to four decimal places. The annual rate is the compounded monthly rates.