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Investment Yield

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Forecast lifetime investment yield is an indicator of the return on the CEFC’s portfolio performance over the lifetime of the investments, once funds are fully deployed. At 30 June 2017, the CEFC had a $3.4 billion portfolio of investment commitments with a forecast lifetime investment yield of 5.4 per cent. This compares with the forecast lifetime investment yield of 5.2 per cent on the $1.7 billion portfolio of commitments at 30 June 2016. The slight increase in the forecast lifetime investment yield is predominantly a reflection of the CEFC’s balanced spread of new investment commitments during 2016-17.

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