Investment Funds
Performance

 

Fund Name 1 Month 3 Months 1 Year 2 Years Annualised 3 Years Annualised 5 Years Annualised
Investment Funds Growth Fund -2.11% -0.95% -10.59% 1.96% 5.09% 7.27%
Investment Funds Balanced Fund -2.20% -1.04% -10.37% -0.32% 2.84% 5.29%
Investment Funds Conservative Fund -2.52% -1.33% -10.12% -4.06% -0.87% 2.26%
Investment Funds NZ Share Fund 0.86% 2.66% -11.59% -1.40% 2.85%  
Investment Funds NZ Bond -2.87% -1.00% -9.91% -7.85% -3.92%  

* These returns are to 31 August 2022 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.