This fund invests mostly in shares, with a small portion in bonds and cash. It aims to have high long term returns, but there is also likely to be reasonably large up and down movements in the fund’s value. It’s suited to investors with at least a 10 year investment time horizon who want the potential for higher returns.
The Growth Fund is mostly made up of shares, which have historically delivered higher long term returns than more conservative investments, with a portion in bonds to reduce some volatility.
Aiming for high long term growth, this fund is suitable for investors with at least a 10 year investment horizon.
Investments are spread over 60 industries and across 40 countries, reducing risk and helping balance out market ups and downs.
The risk indicator reflects how much the value of the fund’s assets goes up and down. A higher risk rating generally means higher potential returns over time, but more ups and downs along the way. This fund is suited to an investor with a medium to high tolerance to risk and a minimum investment timeframe of 10 years.
Lower risk
Potentially lower returns
Higher risk
Potentially higher returns
1 month |
3 months |
1 year |
3 years |
5 years |
Since inception (p.a) |
|
Growth Fund |
3.97% |
- |
- |
- |
- |
6.27% |
Benchmark returns |
3.91% |
- |
- |
- |
- |
6.40% |
Returns are for the period ending 31 May 2025. Past performance is not a guarantee of future returns. Performance is calculated after fund management fees and before any applicable tax. Benchmark index returns do not include any fees or taxes. Performance figures have been annualised where the performance period is more than one year.
08 April 2025
13 March 2025
16 October 2024
24 December 2024
07 April 2024
