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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 30 April 2025

Fund name3M1Y3Y5Y10Y

Balanced

-3.24%9.20%7.05%7.34%N/A

Cash Plus

0.96%4.99%4.78%3.03%N/A

Emerging Markets

-3.32%9.54%8.73%8.87%6.79%

Global 100

-10.24%11.67%16.88%17.45%N/A

Global 100 (NZD Hedged)

-7.26%10.24%12.61%15.93%N/A

Global ESG

-8.63%14.63%17.30%16.53%N/A

Global ESG (NZD Hedged)

-6.17%12.89%13.51%15.37%N/A

Global Infrastructure

5.79%26.80%10.07%10.98%9.15%

Global Infrastructure (NZD Hedged)

7.81%25.26%6.32%9.59%N/A

Global Property (NZD Hedged)

-1.36%11.40%-1.67%6.18%N/A

High Growth

-6.59%9.84%10.61%12.05%N/A

March 2027 NZ Bond

1.41%6.72%4.38%1.53%2.60%

March 2029 NZ Bond

1.41%6.72%4.38%1.53%2.60%

NZ 20

-8.59%-1.59%1.86%3.13%9.35%

NZ 50 ESG Tilted

-5.29%1.09%2.43%5.46%N/A

NZ Bond

1.86%8.46%3.68%-0.28%2.62%

NZ Commercial Property

-7.91%-5.64%-5.71%0.16%4.96%

NZ Small & Mid Cap Opportunities

-8.09%8.68%-6.49%3.55%N/A

S&P 500 (NZD Hedged)

-7.79%11.13%10.75%14.33%11.72%

S&P 500 (Unhedged)

-11.88%11.77%15.58%16.51%15.15%

S&P Global Clean Energy

0.08%-10.30%-8.82%5.49%N/A

S&P Global Dividend Aristocrats

-2.36%13.35%8.81%11.22%7.68%

S&P Kensho Electric Vehicle Innovation

-16.14%-13.12%-15.81%3.79%N/A

S&P Kensho Moonshots Innovation

-26.04%1.99%-13.81%-8.29%N/A

US Bond

2.51%7.36%1.22%-1.12%1.70%

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Indices provided by: S&P Dow Jones Indices