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Investment Linked Funds

  Return on ILP funds
 
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Core Funds & Combined Funds

  • From 2005 to 2007, the Core Fund – Singapore Equity has demonstrated excellent returns (annualised) of 22.3% pa. In particular, the Core Fund – Singapore Equity has shown double digit returns over the 3-year period consecutively, with the highest return peaking over 30% p.a.
  • From 2005 to 2007, the Growth fund and Core fund – Global Equity have generated outstanding returns (annualised) of 8.4% and 7.4% respectively.
  Actual Returns 3 years annualised^ Benchmark *
3 years
2003 2004 2005 2006 2007

Core Funds

Global Equity 36.4% 10.4% 12.4% 11.9% -1.5% 7.4% 8.2%
Singapore Equity 32.0% 18.5% 15.5% 30.8% 21.2% 22.3% 24.0%
Global Bond 4.0% 4.2% 1.8% 0.7% 1.8% 1.5% 2.6%
Singapore Bond -1.5% 5.7% -0.6% 3.9% 4.8% 2.7% 2.9%
Combined
Growth 25.5% 10.3% 9.9% 11.7% 3.7% 8.4% 8.8%
Balanced 18.9% 8.8% 7.6% 8.8% 3.4% 6.5% 7.0%
Conservative 12.4% 7.2% 5.1% 5.8% 2.8% 4.5% 5.1%

Equity Funds

From 2005 to 2007, the Europe Equity Fund has generated outstanding returns (annualised) of 12.1%.
  One year return Three year return (annualised)
Actual Benchmark Actual Benchmark
Equity Funds
Global Equity -1.5% 2.4% 7.4% 8.2%
Singapore Equity 21.2% 20.9% 22.3% 24.0%
Europe Equity 1.7% 7.1% 12.1% 13.7%
Japan Equity -14.6% -11.1% 0.7% 2.0%
Technology 13.8% 3.4% 4.4% 3.1%

^ 3 Year annualised performance
* Benchmark return is annualised, based on 2005 to 2007 (3 years)

Technology Fund performed well during the past 1 year and past 3 years

Over the 1-year period (2007), it has performed exceptionally well by outperforming its target benchmark by 10.4% p.a.:

1-year Return

  • actual return (net of fee): 13.8% p.a.
  • benchmark : 3.4% p.a.
  • outperformance : 10.4% p.a.

Over the 3-year periods (ie. 2005 to 2007), it has outperformed its target benchmark by 1.3% p.a.:

3-year Return

  • actual return (net of fee): 4.4%
  • benchmark : 3.1% pa.
  • outperformance : 1.3% p.a
 

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