Returns for investment via individual life policies.
Annualised gross returns as at 2012/02/01
| Fund |
6 months |
1 year |
2 years |
3 years |
4 years |
From inception |
| Income Tax |
6.87% |
7.54% |
6.78% |
6.89% |
7.63% |
8.04% |
| Income NT |
8.14% |
8.89% |
8.10% |
8.27% |
9.06% |
8.89% |
| Balanced Tax |
22.38% |
13.29% |
13.90% |
13.48% |
9.52% |
11.28% |
| Balanced NT |
22.82% |
13.85% |
14.47% |
14.19% |
10.38% |
12.15% |
| Global Tax |
16.45% |
-0.79% |
2.19% |
2.12% |
-5.88% |
-2.46% |
| Global NT |
16.85% |
-0.47% |
3.31% |
2.86% |
-5.97% |
-2.35% |
| Inflation NT |
15.56% |
11.28% |
11.84% |
12.98% |
10.04% |
11.29% |
| Inflation T |
15.19% |
10.87% |
11.33% |
12.33% |
9.24% |
10.51% |
| Moneymarket Tax |
5.06% |
5.35% |
5.78% |
6.25% |
7.26% |
6.39% |
| Moneymarket Non-T |
5.97% |
6.15% |
6.62% |
7.25% |
8.52% |
7.50% |
| Growth Tax |
26.41% |
14.45% |
17.07% |
20.83% |
10.84% |
19.88% |
| Growth Non-T |
26.78% |
14.90% |
17.25% |
21.01% |
11.52% |
20.11% |
| Prud Infl Tax |
18.53% |
9.88% |
11.33% |
11.14% |
7.99% |
9.36% |
| Prud Infl Non-T |
18.29% |
10.00% |
11.84% |
11.71% |
8.95% |
10.31% |
| Bank Windhoek Fund Tax |
4.95% |
4.99% |
5.47% |
5.95% |
6.85% |
6.92% |
| Bank Windhoek Fund Non-T |
5.78% |
5.83% |
6.40% |
7.00% |
7.99% |
8.07% |
| Active Tax |
8.15% |
7.46% |
7.84% |
N/A |
N/A |
7.92% |
| Active Non-Tax |
8.33% |
7.77% |
8.16% |
N/A |
N/A |
8.08% |
Note:
Returns are before any fund management charges but after any taxes (where applicable).
Returns are annualised figures.
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