- Managed Funds Fund Performance
Generate Managed Funds performance
Check out the tables and graph below to see how our funds are performing over a period of time.
Fund performance as at 30th April 2024¹
This table shows the current and historical performance of our Managed funds. This information is updated monthly.
Conservative Managed Fund
1 month
-1.13%
1 year
5.93%
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
4.19%
Balanced Managed Fund
1 month
-1.86%
1 year
10.88%
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
8.18%
Focused Growth Managed Fund
1 month
-2.97%
1 year
18.3%
3 years p.a.
4.59%
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
7.28%
Australasian Managed Fund
1 month
-1.37%
1 year
-
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
-
Thematic Managed Fund
1 month
-4.79%
1 year
-
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
-
As of [16 May 2024]
Conservative Managed Fund
$1.0944
Balanced Managed Fund
$1.1727
Focused Growth Managed Fund
$1.379
Australasian Managed Fund
$1.0201
Thematic Managed Fund
$1.2288
Disclaimers