Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
0.37% |
6.15% |
12.21% |
14.39% |
||
Growth Fund |
0.53% |
5.54% |
10.72% |
12.62% |
13.89% |
8.45% |
Balanced Fund |
0.60% |
4.53% |
8.73% |
10.35% |
11.28% |
6.22% |
Conservative Fund |
0.85% |
2.88% |
5.29% |
6.71% |
7.09% |
2.66% |
Homes and Income Fund |
0.35% |
1.83% |
3.76% |
4.66% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
2.33% |
5.24% |
8.30% |
7.53% |
4.91% |
2.63% |
NZ Bond Fund |
1.73% |
2.59% |
5.72% |
6.34% |
5.73% |
1.26% |
NZ Cash Fund * |
0.23% |
1.51% |
3.54% |
4.31% |
||
Hedged Global Share Fund |
-0.58% |
7.24% |
15.97% |
16.35% |
||
Unhedged Global Share Fund |
0.11% |
5.97% |
11.33% |
18.47% |
||
Hedged Global Bond Fund |
1.44% |
2.56% |
3.47% |
4.23% |
These returns are to 28-02-2026 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.