Since their inception, the savings strategies have delivered stable returns. In the eight full months that the strategies have been active, Balanced has achieved an average accumulated net return before tax of 4.73%, and Yield an average accumulated net return before tax of 5.45%. The table below shows the average return per month and strategy, based on depots with a minimum of
Strategy | Year | June | July | August | September | October | November | December | January | Since start |
Balanced | 2023-2024 | 0.63% | 0.52% | 0.68% | 0.60% | 0.57% | 0.55% | 0.52% | 0.66% | 4.73% |
Yield | 2023-2024 | 0.61% | 0.71% | 0.92% | 0.84% | 0.63% | 0.49% | 0.58% | 0.67% | 5.45% |
The value for Yield savings strategy has been adjusted upward for December due to a previous calculation error. Read more about the savings strategies here.
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