Investment Funds Performance

Fund Name
1 Month 3 Months 1 Year 2 Years Annualised 3 Years Annualised 5 Years Annualised
Investment Funds High Growth Fund
Investment Funds Growth Fund

1.60%

3.04%

2.24%

-0.16%

6.93%

6.89%

Investment Funds Balanced Fund

1.32%

2.42%

1.54%

-1.32%

3.94%

5.10%

Investment Funds Conservative Fund

0.84%

1.62%

0.14%

-3.20%

-0.77%

2.26%

Investment Funds Defensive Fund
Investment Funds NZ Share Fund

1.14%

0.73%

2.26%

-1.87%

4.72%

Investment Funds NZ Bond

1.03%

1.48%

1.30%

-4.40%

-4.23%

Investment Funds Hedged Global Share Fund
Investment funds Unhedged Global Share
Investment Funds Hedged Global Bond

* These returns are to 30-04-2023 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.