Fund Performance Scenario

As at 31 May 2025

Market developments in the future cannot be accurately predicted. The scenarios shown are only an indication of some of the possible outcomes based on recent returns. Actual returns could be lower.

*Recommended holding period

This table shows the money you could get back over the next 5 years, under different scenarios, assuming that you invest $10,000.

The scenarios shown illustrate how your investment could perform. You can compare them with the scenarios of other products.

The scenarios presented are an estimate of future performance based on evidence from the past on how the value of this investment varies and are not an exact indicator. What you get will vary depending on how the market performs and how long you keep the investment/product.

The stress scenario shows what you might get back in extreme market circumstances and it does not take into account the situation where we are not able to pay you.

The figures shown include the costs of the Fund, but do not include any Policy Charge to be paid (up to $2,250 per annum) or costs that you pay to your advisor or distributor. There is no Policy Charge if the aggregate investments you have within the life insurance policy is over $25,000,000.

The figures do not take into account your personal tax situation, which may also affect how much you get back.

Market developments in the future cannot be accurately predicted. The scenarios shown are only an indication of some of the possible outcomes based on recent returns. Actual returns could be lower.