Performance and Returns
As at 30 April 2022
Balanced Index
Balanced Impact
Renewables Plus Growth
Balanced Growth Pension
5 Years
-
6.44%
-
8.24%
3 Years
5.79%
5.65%
6.06%
7.74%
1 Year
-0.26%
0.94%
0.57%
1.29%
6 Months
-5.68%
-3.88%
-5.01%
-5.51%
3 Months
-3.74%
-2.62%
-2.35%
-3.45%
1 Month
-2.02%
-1.53%
-1.84%
-2.12%
Since inception
Relative to launch date
7.09%
6.24%
6.34%
7.36%
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.