We are currently in an environment we haven’t seen since the mid-1990s, of extremely high inflation and low growth, which has surprised many investors and has been damaging for those that have a low tolerance to risk, such as retirees. Despite negative returns, and while we haven’t been able to avoid the losses entirely, the Retirement portfolios have significantly outperformed the peer group benchmark, protecting retirees. The portfolio also delivered top quartile returns with less risk than the peer group over the 12 months to June 2022. In terms of total return, the portfolio remains comfortably above its Cash plus 2.4% objective over the 4-year recommended investment timeframe.

True to our investment philosophy and approach, having true diversification in the portfolios, being dynamic in how we positioned the portfolio this year, investing in high-quality strategies, and having a strong risk control, have paid off.


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