Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
-4.05% |
-1.73% |
12.91% |
10.24% |
||
Growth Fund |
-3.39% |
-1.07% |
11.18% |
9.15% |
11.84% |
7.02% |
Balanced Fund |
-2.92% |
-0.94% |
8.88% |
7.49% |
9.45% |
5.10% |
Conservative Fund |
-1.74% |
-0.11% |
4.70% |
5.03% |
5.71% |
2.09% |
Homes and Income Fund |
0.30% |
1.94% |
3.73% |
4.61% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
-5.61% |
-3.29% |
5.18% |
3.00% |
2.79% |
0.93% |
NZ Bond Fund |
-1.93% |
-0.76% |
3.61% |
4.75% |
4.29% |
0.71% |
NZ Cash Fund * |
0.18% |
1.43% |
3.36% |
4.01% |
||
Hedged Global Share Fund |
-6.62% |
-3.26% |
14.88% |
10.74% |
||
Unhedged Global Share Fund |
-2.03% |
-1.30% |
16.34% |
14.60% |
||
Hedged Global Bond Fund |
-2.27% |
-0.45% |
1.65% |
2.60% |
These returns are to 31-03-2026 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.