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.

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