Our Funds
Choose between our range of funds to suit your goals and timeframe.
Index Performance
Performance as of 31 July 2025
Fund name | 3M | 1Y | 3Y | 5Y | 10Y |
---|---|---|---|---|---|
![]() Australia 100 | 3.44% | 11.02% | 11.94% | 13.05% | 8.67% |
![]() Balanced | 6.95% | 9.40% | 10.04% | 7.79% | N/A |
![]() Cash Plus | 0.87% | 4.41% | 4.90% | 3.20% | N/A |
![]() Conservative | 1.10% | 8.49% | 3.97% | 6.72% | N/A |
![]() Emerging Markets | 11.81% | 17.33% | 13.70% | 9.34% | 7.86% |
![]() Global 100 | 17.57% | 18.54% | 22.06% | 20.32% | N/A |
![]() Global 100 (NZD Hedged) | 16.80% | 16.40% | 18.55% | 17.22% | N/A |
![]() Global ESG | 12.07% | 17.14% | 20.75% | 17.81% | N/A |
![]() Global ESG (NZD Hedged) | 11.65% | 15.11% | 17.83% | 15.23% | N/A |
![]() Global Infrastructure | 0.65% | 16.66% | 8.63% | 11.69% | 8.39% |
![]() Global Infrastructure (NZD Hedged) | 0.05% | 14.29% | 5.68% | 9.01% | N/A |
![]() Global Property (NZD Hedged) | 1.87% | 2.71% | 1.16% | 6.07% | N/A |
![]() High Growth | 11.09% | 12.69% | 15.10% | 13.44% | N/A |
![]() March 2027 NZ Bond | 0.84% | 4.69% | 4.25% | 1.62% | 2.51% |
![]() March 2029 NZ Bond | 0.84% | 4.69% | 4.25% | 1.62% | 2.51% |
![]() NZ 20 | 7.17% | 1.62% | 4.93% | 2.56% | 9.84% |
![]() NZ 50 ESG Tilted | 7.40% | 6.28% | 6.28% | 4.84% | N/A |
![]() NZ Bond | 0.82% | 4.94% | 3.22% | -0.28% | 2.45% |
![]() NZ Commercial Property | 16.44% | 9.78% | 0.41% | 1.11% | 6.10% |
![]() NZ Small & Mid Cap Opportunities | 14.53% | 17.93% | 2.12% | 2.92% | N/A |
![]() S&P 500 (NZD Hedged) | 13.84% | 15.00% | 15.80% | 14.65% | 12.95% |
![]() S&P 500 (Unhedged) | 14.81% | 17.05% | 19.48% | 18.71% | 15.01% |
![]() S&P Global Clean Energy | 22.78% | 4.02% | -7.66% | 5.13% | N/A |
![]() S&P Global Dividend Aristocrats | 4.85% | 8.57% | 9.54% | 13.97% | 6.95% |
![]() US Bond | 0.22% | 2.41% | 0.81% | -1.58% | 1.71% |
![]() World ex-US | 6.64% | 15.14% | 16.36% | 13.91% | 8.21% |
![]() World ex-US (NZD-Hedged) | 7.14% | 10.98% | 13.32% | 13.30% | 7.67% |
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.