Performance and Returns
As at 31 May 2022
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.