| Fund Name |
1 Month | 3 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds High Growth Fund | 2.20% |
2.85% |
16.77% |
|||
| Investment Funds Growth Fund | 1.92% |
2.33% |
14.23% |
9.42% |
4.75% |
8.26% |
| Investment Funds Balanced Fund | 1.61% |
1.78% |
11.00% |
7.05% |
2.85% |
5.84% |
| Investment Funds Conservative Fund | 1.14% |
0.90% |
5.80% |
3.16% |
-0.21% |
1.87% |
| Homes and Income Fund | 0.54% |
1.44% |
| Fund Name |
1 Month | 3 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds NZ Cash Fund * | 0.76% |
0.63% |
2.69% |
|||
| Investment Funds NZ Share Fund | -0.69% |
1.11% |
1.04% |
3.29% |
-0.26% |
3.77% |
| Investment Funds NZ Bond | 0.90% |
0.79% |
2.78% |
1.58% |
-1.99% |
-0.78% |
| Investment Funds Hedged Global Share Fund | 4.40% |
3.85% |
24.57% |
|||
| Investment Funds Unhedged Global Share | 1.05% |
2.68% |
21.45% |
|||
| Investment Funds Hedged Global Bond | 0.86% |
-0.15% |
1.82% |
These returns are to 31-05-2024 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* Changed from the Defensive Investment Fund to the NZ Cash Fund effective on 1 July 2024. The above returns are for the Defensive Investment Fund.