Lifecycle return NPS

 

Lifecycle return by age category

Age Return portfolio 
% Business values
Matching portfolio
% Fixed values
Return
2021
Return
2022
Return
2023
Return
2024
Return 2025 through
Jan Feb March April May June July Aug Sept Oct Nov Dec 
≤ 56 85.00% 15.00% 13.48% -13.04% 10.02% 8.16% 1.72%                      
57 80.50% 19.50% 12.42% -14.1% 9.93% 7.84% 1.56%                      
58 76.00% 24.00% 11.36% -15.15% 9.83% 7.51% 1.40%                      
59 71.50% 28.50% 10.31% -16.19% 9.73% 7.18% 1.23%                      
60 67.00% 33.00% 9.27% -17.22% 9.63% 6.85% 1.07%                      
61 62.50% 37.50% 8.23% -18.24% 9.53% 6.52% 0.91%                      
62 58.00% 42.00% 7.20% -19.25% 9.42% 6.20% 0.74%                      
63 53.50% 46.50% 6.18% -20.26% 9.30% 5.87% 0.58%                      
64 49.00% 51.00% 5.16% -21.26% 9.19% 5.54% 0.42%                      
65 44.50% 55.50% 4.15% -22.24% 9.07% 5.21% 0.26%                      
≥ 66 40.00% 60.00% 3.15% -23.22% 8.94% 4.88% 0.09%