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 July 2026¹

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

1 month

-1.32%

1 year

4.41%

3 years p.a.

6.76%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

5.62%

Balanced Managed Fund

1 month

-1.57%

1 year

8.55%

3 years p.a.

9.76%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

9.1%

Focused Growth Managed Fund

1 month

-1.86%

1 year

12.49%

3 years p.a.

13.76%

5 years p.a.

8.29%

10 years p.a.

-

Since inception p.a.

9.36%

Australasian Managed Fund

1 month

0.39%

1 year

3.37%

3 years p.a.

4.62%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

4.93%

Thematic Managed Fund

1 month

-3.57%

1 year

18.27%

3 years p.a.

20.81%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

21.32%

Global Managed Fund

1 month

-3.38%

1 year

15.79%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

26.63%

CashPlus Managed Fund

1 month

0.21%

1 year

2.97%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

3.13%

Fixed Interest Managed Fund

1 month

-1.01%

1 year

2.76%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

3.05%

Daily Unit Price

As at 21 August 2026

CashPlus Managed Fund
$1.0414
Conservative Managed Fund
$1.2593
Balanced Managed Fund
$1.4408
Focused Growth Managed Fund
$1.8173
Australasian Managed Fund
$1.1379
Thematic Managed Fund
$1.8034
Global Managed Fund
$1.4003
Fixed Interest Managed Fund
$1.0404

Invest with us today

Generate Managed Funds make investing simple and stress-free.

Disclaimers