Balanced Index

Balanced Impact

Renewables Plus Growth

Balanced Growth Pension

5 Years

-
5.97%
-
7.55%

3 Years

4.81%
4.82%
5.11%
6.55%

1 Year

-2.90%
-1.36%
-1.90%
-1.94%

6 Months

-10.35%
-7.88%
-9.22%
-10.66%

3 Months

-3.60%
-2.66%
-2.57%
-3.30%

1 Month

-2.49%
-2.14%
-2.32%
-2.76%

Since inception

Relative to launch date

6.17%
5.87%
5.60%
6.84%

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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