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 June 2026¹

This table shows the current and historical performance of our Managed funds. This information is updated monthly.
Conservative Managed Fund

1 month

1.23%

1 year

6.6%

3 years p.a.

7.49%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

6.09%

Balanced Managed Fund

1 month

0.92%

1 year

11.6%

3 years p.a.

10.84%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

9.72%

Focused Growth Managed Fund

1 month

0.71%

1 year

16.44%

3 years p.a.

15.3%

5 years p.a.

8.49%

10 years p.a.

-

Since inception p.a.

9.8%

Australasian Managed Fund

1 month

2.53%

1 year

5.18%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

4.94%

Thematic Managed Fund

1 month

1.39%

1 year

24.11%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

23.48%

Global Managed Fund

1 month

-1.75%

1 year

21.5%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

32.68%

CashPlus Managed Fund

1 month

0.32%

1 year

3.06%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

3.18%

Fixed Interest Managed Fund

1 month

1.44%

1 year

4.39%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

4.18%

Daily Unit Price

As at 14 July 2026

CashPlus Managed Fund
$1.0376
Conservative Managed Fund
$1.2547
Balanced Managed Fund
$1.4327
Focused Growth Managed Fund
$1.8061
Australasian Managed Fund
$1.1306
Thematic Managed Fund
$1.8314
Global Managed Fund
$1.3633
Fixed Interest Managed Fund
$1.0368

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