| Fund Name |
1 Month | 3 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds High Growth Fund | -2.29% |
-6.87% |
||||
| Investment Funds Growth Fund | -1.93% |
-6.14% |
5.94% |
-3.44% |
3.37% |
6.38% |
| Investment Funds Balanced Fund | -1.62% |
-5.27% |
4.42% |
-3.86% |
0.99% |
4.51% |
| Investment Funds Conservative Fund | -0.93% |
-3.47% |
2.00% |
-4.53% |
-2.86% |
1.38% |
| Investment Funds Defensive Fund | -0.33% |
-1.66% |
||||
| Investment Funds NZ Share Fund | -4.85% |
-10.53% |
-3.92% |
-8.49% |
-3.33% |
4.78% |
| Homes and Income Fund | ||||||
| Investment Funds NZ Bond | -0.37% |
-2.42% |
-1.14% |
-4.15% |
-6.25% |
-1.07% |
| Investment Funds Hedged Global Share Fund | -2.81% |
-8.44% |
||||
| Investment Funds Unhedged Global Share | 0.15% |
-3.48% |
||||
| Investment Funds Hedged Global Bond | -0.84% |
-3.13% |
* These returns are to 31-10-2023 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.