#1 for 10-year investment performance1
Our Income account won Money magazine's Pension Fund Manager for 2019.3
Based on industry information, the standard risk measure (SRM) helps you compare investment options within and across funds.
For each investment option, the SRM forecasts the expected number of negative annual returns over any 20-year period. But keep in mind that it can’t give a full understanding of all forms of investment risk. For example, it doesn't show the potential size of a negative return, or when a positive return may be less than you need for your investment objectives. It also doesn’t take into account the impact of administration fees and tax.
We review our SRMs annually, or more often if we think there’s been a material change to the underlying risk and return characteristics of a specific investment.
For each of our investment options, we calculate our SRMs based on the following: