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% 15% 13.48% -13.04% 10.02% 8.16% 1.72% 2.68% -0.52% -0.72% 1.26% 1.29%            
57 81% 20% 12.42% -14.10% 9.93% 7.84% 1.56% 2.49% -0.95% -0.91% 0.84% 0.77%            
58 76% 24% 11.36% -15.15% 9.83% 7.51% 1.40% 2.31% -1.37% -1.11% 0.43% 0.26%            
59 72% 29% 10.31% -16.19% 9.73% 7.18% 1.23% 2.12% -1.80% -1.30% 0.02% -0.25%            
60 67% 33% 9.27% -17.22% 9.63% 6.85% 1.07% 1.93% -2.23% -1.50% -0.40% -0.76%            
61 63% 38% 8.23% -18.24% 9.53% 6.52% 0.91% 1.74% -2.65% -1.69% -0.81% -1.27%            
62 58% 42% 7.20% -19.25% 9.42% 6.20% 0.74% 1.56% -3.07% -1.89% -1.23% -1.78%            
63 54% 47% 6.18% -20.26% 9.30% 5.87% 0.58% 1.37% -3.50% -2.09% -1.64% -2.29%            
64 49% 51% 5.16% -21.26% 9.19% 5.54% 0.42% 1.18% -3.92% -2.29% -2.06% -2.80%            
65 45% 56% 4.15% -22.24% 9.07% 5.21% 0.26% 0.99% -4.34% -2.49% -2.47% -3.31%            
≥ 66 40% 60% 3.15% -23.22% 8.94% 4.88% 0.09% 0.81% -4.76% -2.69% -2.89% -3.82%