Balanced Index

Balanced Impact

Renewables Plus Growth

Balanced Growth Pension

5 Years

-
7.91%
-
9.92%

3 Years

10.46%
9.59%
10.66%
13.09%

1 Year

14.15%
12.46%
14.46%
17.54%

6 Months

5.75%
5.01%
5.88%
7.19%

3 Months

0.56%
0.69%
1.17%
1.20%

1 Month

-0.36%
-0.22%
0.18%
-0.22%

Since inception

Relative to launch date

10.46%
7.28%
8.87%
8.94%

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.

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