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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 28 February 2025

Fund name3M1Y3Y5Y10Y

Balanced

1.38%13.93%7.50%7.50%N/A

Cash Plus

1.07%5.31%4.63%2.94%%N/A

Emerging Markets

6.05%21.36%8.93%7.85%7.80%

Global 100

7.76%30.39%21.01%20.49%N/A

Global 100 (NZD Hedged)

2.46%20.50%13.82%17.61%N/A

Global ESG

6.54%28.10%19.69%18.43%N/A

Global ESG (NZD Hedged)

1.34%18.99%13.33%16.07%N/A

Global Infrastructure

2.63%28.68%12.45%8.79%9.25%

Global Infrastructure (NZD Hedged)

-2.02%20.71%6.64%6.63%N/A

Global Property (NZD Hedged)

-2.01%12.79%0.14%2.78%N/A

High Growth

1.55%18.88%12.74%12.41%N/A

March 2027 NZ Bond

1.12%6.25%3.39%1.56%2.57%

March 2029 NZ Bond

1.12%6.25%3.39%1.56%2.57%

NZ 20

-3.40%6.94%3.54%3.62%9.87%

NZ 50 ESG Tilted

-1.09%8.02%4.14%4.63%N/A

NZ Bond

1.16%7.20%1.81%-0.11%2.57%

NZ Commercial Property

-3.16%1.20%-4.54%-2.39%5.63%

NZ Small & Mid Cap Opportunities

-2.38%17.01%-4.84%0.24%N/A

S&P 500 (NZD Hedged)

-1.19%17.70%11.00%15.30%12.48%

S&P 500 (Unhedged)

4.54%28.74%19.86%19.25%16.42%

S&P Global Clean Energy

-4.68%-9.70%-10.37%2.57%N/A

S&P Global Dividend Aristocrats

1.59%24.62%10.89%8.17%8.23%

S&P Kensho Electric Vehicle Innovation

-0.03%-5.13%-15.54%5.21%N/A

S&P Kensho Moonshots Innovation

-4.44%4.50%-13.75%-4.55%N/A

US Bond

0.86%5.26%-1.15%-0.97%1.75%

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Indices provided by: S&P Dow Jones Indices