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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 March 2025

Fund name3M1Y3Y5Y10Y

Balanced

-1.59%7.99%6.24%8.89%N/A

Cash Plus

1.03%5.16%4.71%2.98%N/A

Emerging Markets

-0.17%16.90%10.62%10.84%7.82%

Global 100

-5.62%15.29%18.09%20.09%N/A

Global 100 (NZD Hedged)

-5.19%8.90%10.15%18.50%N/A

Global ESG

-2.97%15.10%17.41%18.89%N/A

Global ESG (NZD Hedged)

-2.87%9.05%10.18%17.71%N/A

Global Infrastructure

6.40%26.36%12.14%12.21%9.52%

Global Infrastructure (NZD Hedged)

6.61%20.86%5.52%10.89%N/A

Global Property (NZD Hedged)

1.56%6.03%-2.65%7.90%N/A

High Growth

-3.66%9.56%10.54%14.47%N/A

March 2027 NZ Bond

0.86%5.67%3.81%1.62%2.55%

March 2029 NZ Bond

0.86%5.67%3.81%1.62%2.55%

NZ 20

-6.80%0.96%2.24%5.19%9.62%

NZ 50 ESG Tilted

-2.18%3.19%2.88%7.40%N/A

NZ Bond

0.69%6.10%2.59%-0.02%2.52%

NZ Commercial Property

-4.23%-6.39%-6.16%1.38%5.16%

NZ Small & Mid Cap Opportunities

-2.70%8.70%-5.77%6.89%N/A

S&P 500 (NZD Hedged)

-4.27%7.63%7.64%17.34%11.98%

S&P 500 (Unhedged)

-5.30%14.33%16.80%19.68%15.71%

S&P Global Clean Energy

-0.41%-12.95%-10.35%7.23%N/A

S&P Global Dividend Aristocrats

2.90%18.44%11.47%13.41%8.36%

S&P Kensho Electric Vehicle Innovation

-12.11%-15.54%-16.84%9.09%N/A

S&P Kensho Moonshots Innovation

-22.99%-12.59%-18.08%-5.46%N/A

US Bond

2.70%4.28%-0.26%-0.84%1.67%

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Indices provided by: S&P Dow Jones Indices