Balanced Index

Balanced Impact

Renewables Plus Growth

Balanced Growth Pension

5 Years

-
6.44%
-
8.24%

3 Years

5.79%
5.65%
6.06%
7.74%

1 Year

-0.26%
0.94%
0.57%
1.29%

6 Months

-5.68%
-3.88%
-5.01%
-5.51%

3 Months

-3.74%
-2.62%
-2.35%
-3.45%

1 Month

-2.02%
-1.53%
-1.84%
-2.12%

Since inception

Relative to launch date

7.09%
6.24%
6.34%
7.36%

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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