Performance and returns

As of

September 2020

Option

1 month

3 months

6 months

1 year

3 years

5 years

Since inception*

Balanced Index

Launched 16 Nov 2018

-1.42%

1.16%

9.31%

5.65%

9.00%

Balanced Impact

Launched 1 Sep 2014

-1.38%

1.01%

8.29%

5.39%

7.91%

7.28%

6.49%

Renewables Plus Growth

Launched 1 May 2018

-1.63%

1.10%

9.13%

5.41%

6.81%

Pension Fund

Launched 15 July 2015

-1.81%

1.45%

11.17%

7.30%

10.26%

8.32%

7.34%

Returns provided are after investment fees, percentage-based administration fees and taxes but before dollar-based administration fees have been taken out. Returns for periods of greater than one year are on a per annum compound basis. Return of capital and the performance of your investment in the Fund are not guaranteed. Past performance is not a reliable indicator of future performance.

* Relative to fund launch date

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Performance and returns

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