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 August 2026¹

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

1 month

0.39%

1 year

3.39%

3 years p.a.

6.95%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

5.61%

Balanced Managed Fund

1 month

0.95%

1 year

7.51%

3 years p.a.

10.32%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

9.15%

Focused Growth Managed Fund

1 month

1.34%

1 year

11.26%

3 years p.a.

14.48%

5 years p.a.

8.08%

10 years p.a.

-

Since inception p.a.

9.46%

Australasian Managed Fund

1 month

-0.56%

1 year

1.28%

3 years p.a.

5.33%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

4.61%

Thematic Managed Fund

1 month

-0.08%

1 year

15.26%

3 years p.a.

20.43%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

20.66%

Global Managed Fund

1 month

4.94%

1 year

16.81%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

29.33%

CashPlus Managed Fund

1 month

0.29%

1 year

2.96%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

3.16%

Fixed Interest Managed Fund

1 month

0.1%

1 year

1.75%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

2.93%

Daily Unit Price

As at 10 September 2026

CashPlus Managed Fund
$1.0433
Conservative Managed Fund
$1.2504
Balanced Managed Fund
$1.4326
Focused Growth Managed Fund
$1.8081
Australasian Managed Fund
$1.109
Thematic Managed Fund
$1.7939
Global Managed Fund
$1.4108
Fixed Interest Managed Fund
$1.033

Invest with us today

Generate Managed Funds make investing simple and stress-free.

Disclaimers