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Index Performance

Index returns are gross index returns, not including fees or taxes. All yearly returns are annualised. In some cases, 10-year data is not available.

Please note that past performance is not an indicator of future performance.

Performance as of 31 December 2024

Fund name3M1Y3Y5Y10Y

Balanced

3.49%15.79%5.58%7.53%N/A

Cash Plus

1.21%5.55%4.43%2.85%N/A

Emerging Markets

6.45%26.54%7.65%7.53%8.46%

Global 100

16.09%43.87%18.82%20.12%N/A

Global 100 (NZD Hedged)

3.76%29.17%11.47%15.40%N/A

Global ESG

14.22%38.38%15.13%17.84%N/A

Global ESG (NZD Hedged)

2.94%25.62%8.75%13.75%N/A

Global Infrastructure

10.30%25.45%10.48%8.55%9.19%

Global Infrastructure (NZD Hedged)

0.13%14.61%4.51%4.91%N/A

Global Property (NZD Hedged)

-6.93%4.31%-4.12%0.28%N/A

High Growth

6.50%24.25%10.44%12.84%N/A

March 2027 NZ Bond

0.94%5.64%2.92%1.74%2.63%

March 2029 NZ Bond

0.94%5.64%2.92%1.74%2.63%

NZ 20

5.10%11.99%2.38%4.39%10.93%

NZ 50 ESG Tilted

4.48%7.91%1.97%4.42%N/A

NZ Bond

0.67%5.48%1.06%0.39%2.73%

NZ Commercial Property

-1.93%-2.27%-6.80%-2.20%6.15%

NZ Small & Mid Cap Opportunities

6.54%11.15%-8.41%-1.34%N/A

S&P 500 (NZD Hedged)

2.22%24.45%7.49%12.92%12.63%

S&P 500 (Unhedged)

16.30%41.30%16.47%18.86%16.93%

S&P Global Clean Energy

-10.74%-16.49%-10.12%5.88%N/A

S&P Global Dividend Aristocrats

7.09%23.43%10.25%6.53%8.75%

S&P Kensho Electric Vehicle Innovation

6.70%-2.23%-17.61%6.88%N/A

S&P Kensho Moonshots Innovation

30.15%15.04%-19.51%-1.59%N/A

US Bond

-3.44%0.70%-3.10%-0.76%1.67%

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Indices provided by: S&P Dow Jones Indices