Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
2.07% |
5.71% |
13.71% |
15.96% |
||
Growth Fund |
1.78% |
4.91% |
11.66% |
13.93% |
12.39% |
8.09% |
Balanced Fund |
1.48% |
4.02% |
9.07% |
11.41% |
9.84% |
5.66% |
Conservative Fund |
0.84% |
2.34% |
5.17% |
7.44% |
5.77% |
1.72% |
Homes and Income Fund |
0.39% |
1.89% |
4.47% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
1.11% |
2.91% |
4.14% |
6.03% |
4.14% |
1.89% |
NZ Bond Fund |
1.17% |
3.05% |
4.63% |
6.88% |
4.46% |
-0.65% |
NZ Cash Fund * |
0.30% |
2.00% |
4.63% |
4.84% |
||
Hedged Global Share Fund |
2.20% |
8.15% |
13.93% |
19.30% |
||
Unhedged Global Share Fund |
2.78% |
5.05% |
22.10% |
20.87% |
||
Hedged Global Bond Fund |
0.47% |
0.89% |
2.04% |
4.18% |
These returns are to 31-08-2025 and are before tax and after fund management fees. Yearly returns are per annum. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.