Funeral Fund Returns

 

Financial Year Ended June 30th 2016

 

Fund investment performance

 

Bonus Rate2 Tax Benefit3 Total Return4
Declared bonus1 1.40% 0.60% 2.00%

 

2 Years 3 Years 5 Years
Performance history (total return) 2.29% 2.71% 3.66%

 

Funeral Fund performance information
  1. The declared bonus rate applies to the Foresters Funeral Benefit Fund Nos 51.
  2. The Bonus Rate is calculated after deduction of ongoing management fees, expenses, taxes and any other required transfers of statutory reserves. Once the bonus rate has been allocated it forms part of the capital guarantee.
  3. The Tax Benefit is a non-guaranteed maturity bonus that Foresters expect to pay as part of the funeral benefit
  4. The Total Return is the sum of the bonus rate allocated and the tax benefit.

Past performance should not be taken as a guide to future performance.

 

Current Asset Allocation

The current asset allocation of Foresters Funeral Benefit Fund Nos 51 as of June 30th, 2016:

 

graph_alloc

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