1. 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 30th April 2024¹

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

1 month

-1.13%

1 year

5.93%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

4.19%

Balanced Managed Fund

1 month

-1.86%

1 year

10.88%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

8.18%

Focused Growth Managed Fund

1 month

-2.97%

1 year

18.3%

3 years p.a.

4.59%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

7.28%

Australasian Managed Fund

1 month

-1.37%

1 year

-

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

-

Thematic Managed Fund

1 month

-4.79%

1 year

-

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

-

As of [21 May 2024]

Conservative Managed Fund
$1.094
Balanced Managed Fund
$1.1726
Focused Growth Managed Fund
$1.3822
Australasian Managed Fund
$1.012
Thematic Managed Fund
$1.2372

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