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 May 2026¹

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

1 month

2.13%

1 year

6.88%

3 years p.a.

7.15%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

5.89%

Balanced Managed Fund

1 month

3.39%

1 year

13.47%

3 years p.a.

11.14%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

9.68%

Focused Growth Managed Fund

1 month

4.58%

1 year

20.01%

3 years p.a.

16.37%

5 years p.a.

8.96%

10 years p.a.

-

Since inception p.a.

9.81%

Australasian Managed Fund

1 month

2.42%

1 year

4.22%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

4.18%

Thematic Managed Fund

1 month

5.65%

1 year

29.58%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

23.63%

Global Managed Fund

1 month

6.38%

1 year

31.47%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

37.78%

CashPlus Managed Fund

1 month

0.28%

1 year

3.03%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

3.12%

Fixed Interest Managed Fund

1 month

1.45%

1 year

3.28%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

3.13%

Daily Unit Price

As at 19 June 2026

CashPlus Managed Fund
$1.0358
Conservative Managed Fund
$1.2661
Balanced Managed Fund
$1.4488
Focused Growth Managed Fund
$1.83
Australasian Managed Fund
$1.1215
Thematic Managed Fund
$1.8656
Global Managed Fund
$1.4164
Fixed Interest Managed Fund
$1.0438

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