Returns on Life Insurance Participating Funds – 2011 (2)

This is a follow-on post on 22 May. I had added Manulife Financial and AVIVA Ltd to report on their performances.

Investment Returns

  2011 2010
Great Eastern Life + 1.54% 6.58%
Prudential + 0.20% 7.20%
NTUC Income – 0.88% 5.90%
AVIVA Sub-fund 1 + 0.25% 4.24%
AVIVA Sub-fund 2 + 1.30% 6.63%
ManuLife – 0.94% 7.32%


1. Figures for Prudential Insurance are for Singapore dollar products. It also has US dollar product with investment return of 4.2%.

2. AVIVA Sub-fund 1 had higher weight on fixed income compared to Sub-fund 2 and is more conservative investment portfolio.

ManuLife Financial, a Canadian-based financial services group, did rather poorly compared with all the insurers in this blog post.

AVIVA’s performance was below Great Eastern Life, which was in the lead.

It is interesting to note that returns for 2010 were in single digits for all the insurers, ranging from 4.24% to 7.32%. This was sharply lower than 2009 with returns in double digits range.

2011 was a challenging year for fund managers. How will this year (2012) turn out? Wait for next year for a report on this.

Copyright © 2012, limkimtong for Living Investment

The material presented is intended to be general and written in layman’s language as much as it is possible. The author shall not be liable for any direct or consequential loss arising from any use of material written. Please seek professional advice from your financial advisor or financial institutions on material written covering financial matters.

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