Performance and Returns
As at 31 December 2021
Balanced Index
Balanced Impact
Renewables Plus Growth
Balanced Growth Pension
5 Years
-
8.07%
-
10.36%
3 Years
11.67%
10.95%
11.92%
14.69%
1 Year
12.83%
11.72%
12.42%
15.76%
6 Months
4.97%
4.38%
4.33%
5.86%
3 Months
3.04%
2.85%
2.82%
3.58%
1 Month
0.81%
0.95%
0.43%
0.95%
Since inception
Relative to launch date
11.05%
7.55%
9.23%
9.32%
Launch date
16 Nov 2018
1 Sep 2014
1 May 2018
15 July 2015
Returns provided are after investment fees, percentage-based administration fees and taxes but before dollar-based administration fees have been taken out. Returns for periods of greater than one year are on a per annum compound basis. Return of capital and the performance of your investment in the Fund are not guaranteed. Past performance is not a reliable indicator of future performance.