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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 August 2024

Fund name3M1Y3Y5Y10Y

Balanced

5.47%15.38%4.75%7.71%N/A

Cash Plus

1.43%5.79%3.78%2.58%N/A

Global 100

4.46%23.74%18.51%18.13%N/A

Global 100 (NZD Hedged)

5.50%29.33%12.70%16.99%N/A

Global ESG

5.50%23.06%14.41%15.68%N/A

Global ESG (NZD Hedged)

6.29%28.56%9.47%15.03%N/A

Global Green Property

12.64%18.11%-1.71%1.92%N/A

Global Infrastructure

7.72%13.79%6.72%5.95%8.51%

Global Infrastructure (NZD Hedged)

8.88%18.71%4.84%5.19%N/A

High Growth

6.13%20.14%10.96%12.94%N/A

March 2027 NZ Bond

2.83%7.41%1.27%1.27%2.69%

March 2029 NZ Bond

2.83%7.41%1.61%1.27%2.69%

NZ 20

3.17%9.02%2.17%4.57%11.28%

NZ 50 ESG Tilted

3.78%7.29%1.67%5.11%N/A

NZ Bond

4.25%9.14%-1.08%-0.34%2.91%

NZ Commercial Property

11.13%7.72%-6.16%-0.55%7.76%

NZ Small & Mid Cap Opportunities

16.56%9.38%-9.29%-0.25%N/A

S&P 500

7.20%26.26%8.21%14.26%12.69%

S&P Global Clean Energy

-7.74%-12.09%-6.73%8.45%N/A

S&P Global Dividend Aristocrats

7.40%15.88%5.92%5.99%8.54%

S&P Kensho Electric Vehicle Innovation

-6.97%-18.11%-19.83%8.74%N/A

S&P Kensho Moonshots Innovation

2.31%-19.87%-27.55%-5.47%N/A

US Bond

4.78%6.75%-3.13%-0.45%2.13%

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Indices provided by: S&P Dow Jones Indices