Fund returns March 2022
Asset allocation (by %)
Products
Total performance returns
Annualised
5 year 3 year 2 year 1 year
4.1%
Conservative
4%
3%
10%
2.9%
3%
CLEARVIEW PENSION PLAN 0.52% -0.65% 0.83% -3.05% CLEARVIEW SUPERANNUATION AND ROLL-OVERS 0.21% -0.78% 0.53% -2.83%
73%
Cautious
5.1%
10%
5%
1.20% -0.10% 2.29% -1.24%
CLEARVIEW PENSION PLAN
5%
6.4%
8.5%
CLEARVIEW SUPERANNUATION AND ROLL-OVERS 0.89% -0.26% 1.87% -1.20%
60%
Prudent
5% 5.3% 14.7%
CLEARVIEW PENSION PLAN 2.90% 2.14% 4.83% 1.31% CLEARVIEW SUPERANNUATION AND ROLL-OVERS 2.36% 1.70% 4.10% 1.00%
15%
10%
50%
6.3%
Assertive
CLEARVIEW PENSION PLAN 4.42% 3.83% 8.82% 4.69% CLEARVIEW SUPERANNUATION AND ROLL-OVERS 3.66% 3.02% 7.54% 3.82%
21.3%
17.5%
15%
35%
5%
Aggressive
9.7%
CLEARVIEW PENSION PLAN 5.77% 5.46% 11.30% 7.29% CLEARVIEW SUPERANNUATION AND ROLL-OVERS 5.13% 4.78% 9.93% 6.44%
32.9%
22.5%
15%
20%
Guaranteed Cash
100%
0.00% 0.00% 0.00% 0.00%
CLEARVIEW PENSION PLAN ^
CLEARVIEW ROLL-OVER BOND **^ 0.00% 0.00% 0.00% 0.00% CLEARVIEW SUPERANNUATION AND ROLL-OVERS^ 0.00% 0.00% 0.00% 0.00%
Managed Income
10%
9.7%
CLEARVIEW PENSION PLAN *
2.17% 1.17% 3.82% 0.22%
5%
5.3%
5%
10%
55%
Diversified Balanced
5%
5.3%
14.7%
CLEARVIEW MANAGED INVESTMENTS
2.80% 1.88% 5.48% 1.92%
15%
10%
CLEARVIEW PENSION PLAN *
3.28% 2.37% 6.18% 2.37%
5%
CLEARVIEW ROLL-OVER BOND ** 2.81% 2.03% 5.44% 2.24% CLEARVIEW SUPERANNUATION AND ROLL-OVERS* 2.80% 2.02% 5.41% 2.18%
45%
10 • Viewpoint Edition 2 2022
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