1 
month 		3 
months 		1
year 		3 years
(p.a) 		5 years
(p.a) 		Since inception
(p.a) 		Total since
inception 		Unit Price ¹ Graph Fact
Sheet
KiwiSaver**
Australasian Funds*
Global Funds*
Diversified and Fixed Income Funds*
Growth Growth Returns as at 31 May 2024 -2.64% 3.14% 23.38% -2.74% 5.01% 12.91% 640.43% Learn More
Growth 2 Growth 2 Returns as at 31 May 2024 2.83% 9.90% 27.32% -2.69% 8.27% 11.76% 166.04% Learn More
Dividend Growth Dividend Growth Returns as at 31 May 2024 -0.25% 0.53% 23.80% 7.05% 13.38% 15.87% 549.73% Learn More
Emerging Emerging Returns as at 31 May 2024 0.22% 5.64% 22.52% 6.19% 13.75% 18.53% 566.50% Learn More
Global Growth Global Growth Returns as at 31 May 2024 3.81% 3.03% 3.89% 1.23% 9.95% 9.22% 157.89% Learn More
Global Growth 2 Global Growth 2 Returns as at 31 May 2024 2.56% 2.87% 13.28% 4.02% 7.14% 5.10% 35.30% Learn More
Growth UK & Europe Growth UK & Europe Returns as at 31 May 2024 6.34% 7.78% 9.97% -0.77% 8.56% 8.87% 90.36% Learn More
Conservative Conservative Returns as at 31 May 2024 1.35% 1.57% 6.33% 2.23% 3.05% 3.79% 40.38% Learn More
Chairman’s Chairman’s Returns as at 31 May 2024 2.26% 4.12% 14.71% 2.02% 9.62% 9.97% 152.59% Learn More
Fixed Income Fixed Income Returns as at 31 May 2024 1.12% 0.61% - - - - 1.84%   Learn More
Conservative Conservative Returns as at 31 May 2024 1.52% 1.62% 7.75% 0.60% 3.28% 3.24% 20.21% Learn More
Property & Infrastructure Property & Infrastructure Returns as at 31 May 2024 2.38% 1.77% - - - - 5.31%   Learn More
Balanced Balanced Returns as at 31 May 2024 2.29% 2.61% 12.83% 0.10% 5.88% 5.76% 38.12% Learn More
Growth Growth Returns as at 31 May 2024 2.56% 3.00% 14.89% -1.38% 8.27% 8.55% 60.54% Learn More

1 
month 		3 
months 		1
year 		3 years
(p.a) 		5 years
(p.a) 		Since inception
(p.a) 		Total since
inception 		Unit Price ¹ Graph Fact
Sheet

Past performance is not a guarantee of future returns.
* Figures are calculated after fees and before any individual tax.
** Figures are calculated before fees and before any individual applicable tax.
¹ Unit Price as at

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