Performance and Returns
As at 31 July 2022
Balanced Index
Balanced Impact
Renewables Plus Growth
Balanced Growth Pension
5 Years
-
5.97%
-
7.81%
3 Years
3.10%
3.42%
3.47%
4.74%
1 Year
-7.55%
-5.32%
-6.27%
-6.86%
6 Months
-6.18%
-4.73%
-4.76%
-5.96%
3 Months
-2.53%
-2.17%
-2.47%
-2.60%
1 Month
5.32%
4.24%
4.49%
5.41%
Since inception
Relative to launch date
5.88%
5.74%
5.34%
6.70%
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.