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Performance and returns

As of 30 June 2020

Option
1 month
3 months
6 months
1 year
3 years
5 years
Since inception*
Balanced Index
Launched 16 Nov 2018
1.04%
8.06%
1.47%
5.52%
-
-
9.66%
Balanced Impact
Launched 1 Sep 2014
1.00%
7.21%
0.92%
5.21%
7.50%
6.68%
6.59%
Renewables Plus Growth
Launched 1 May 2018
1.01%
7.94%
0.89%
5.26%
-
-
6.85%
Pension Fund
Launched 15 July 2015
1.42%
9.58%
2.20%
6.63%
9.19%
7.41%
7.41%

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

You might be wondering...

How are returns calculated?
How often are these figures updated?

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