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

-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.