Performance and Returns
As at 31 October 2021
Balanced Index
Balanced Impact
Renewables Plus Growth
Balanced Growth Pension
5 Years
-
7.91%
-
9.92%
3 Years
10.46%
9.59%
10.66%
13.09%
1 Year
14.15%
12.46%
14.46%
17.54%
6 Months
5.75%
5.01%
5.88%
7.19%
3 Months
0.56%
0.69%
1.17%
1.20%
1 Month
-0.36%
-0.22%
0.18%
-0.22%
Since inception
Relative to launch date
10.46%
7.28%
8.87%
8.94%
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.