Latest Investment Returns
Updated November 2023
|
|
Capital Preservation
Portfolio |
Balanced Portfolio
|
Shari'ah
Compliant Balanced Portfolio |
|
October 2023*
|
|||
|
Net return
|
0.85% | -2.89% | -1.98% |
|
Year to date
|
7.90% | 2.30% | 2.70% |
| Last year Ending October 2023* |
|||
|
Net return
|
9.40% | 6.50% | 3.20% |
|
Less inflation
|
5.40% | 5.40% | 5.40% |
|
Net real return
|
4.00% | 1.10% | -2.20% |
|
Last 3 years
Ended October 2023* |
|||
|
Net return
|
6.50% | 11.70% | 10.20% |
|
Less inflation
|
6.00% | 6.00% | 6.00% |
|
Net real return
|
0.50% | 5.70% | 4.20% |
|
Last 5 years
Ended October 2023* |
|||
|
Net return
|
6.90% | 6.90% | 7.40% |
|
Less inflation
|
5.00% | 5.00% | 5.00% |
|
Net real return
|
1.90%
|
1.90% | 2.40% |
|
Last 7 years
Ended October 2023* |
|||
| Net return | 7.30% |
6.40%
|
6.50% |
|
Less inflation
|
5.00% | 5.00% | 5.00% |
|
Net real return
|
2.30% | 1.40% | 1.50% |
*NB: These returns are as calculated each month by the Investment Consultants, using data supplied by the UCTRF's Investment Managers, and may differ slightly from the daily returns calculated by the UCTRF's Administrators. These differences arise mainly from timing differences affecting the monthly and daily calculation processes.
*Please note that performance figures provided by the Administrator are used to update these portfolio returns.
For previous investment reports, click below to view the archived investments page. 
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