- 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 31st March 2024¹
This table shows the current and historical performance of our Managed funds. This information is updated monthly.
Conservative Managed Fund
1 month
1.6%
1 year
8.1%
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
5.02%
Balanced Managed Fund
1 month
2.67%
1 year
14.92%
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
9.65%
Focused Growth Managed Fund
1 month
3.67%
1 year
25.19%
3 years p.a.
6.52%
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
8.16%
Australasian Managed Fund
1 month
3.61%
1 year
-
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
-
Thematic Managed Fund
1 month
2.69%
1 year
-
3 years p.a.
-
5 years p.a.
-
10 years p.a.
-
Since inception p.a.
-
As of [26 April 2024]
Conservative Managed Fund
$1.0782
Balanced Managed Fund
$1.1584
Focused Growth Managed Fund
$1.3613
Australasian Managed Fund
$1.0165
Thematic Managed Fund
$1.2047
Disclaimers