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 January 2026ยน

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

1 month

-0.33%

1 year

4.82%

3 years p.a.

6.75%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

5.77%

Balanced Managed Fund

1 month

-0.68%

1 year

5.07%

3 years p.a.

10.11%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

8.98%

Focused Growth Managed Fund

1 month

-0.98%

1 year

5.41%

3 years p.a.

15.15%

5 years p.a.

8.38%

10 years p.a.

-

Since inception p.a.

8.92%

Australasian Managed Fund

1 month

-1.11%

1 year

1.05%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

5.1%

Thematic Managed Fund

1 month

-1.42%

1 year

7.22%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

20.17%

Global Managed Fund

1 month

-0.46%

1 year

-

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

-

CashPlus Managed Fund

1 month

0.21%

1 year

-

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

-

Fixed Interest Managed Fund

1 month

-0.15%

1 year

-

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

-

Daily Unit Price

As at 04 February 2026

CashPlus Managed Fund
$1.0251
Conservative Managed Fund
$1.2245
Balanced Managed Fund
$1.3549
Focused Growth Managed Fund
$1.6579
Australasian Managed Fund
$1.1228
Thematic Managed Fund
$1.5703
Global Managed Fund
$1.2264
Fixed Interest Managed Fund
$1.0277

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