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 28th February 2026¹

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

1 month

0.97%

1 year

6.04%

3 years p.a.

7.47%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

5.92%

Balanced Managed Fund

1 month

0.78%

1 year

7.48%

3 years p.a.

10.68%

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

9.02%

Focused Growth Managed Fund

1 month

0.53%

1 year

8.46%

3 years p.a.

15.43%

5 years p.a.

8.59%

10 years p.a.

-

Since inception p.a.

8.89%

Australasian Managed Fund

1 month

1.24%

1 year

6.15%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

5.44%

Thematic Managed Fund

1 month

-0.83%

1 year

7.74%

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

19.15%

Global Managed Fund

1 month

0.54%

1 year

-

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

-

CashPlus Managed Fund

1 month

0.23%

1 year

-

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

-

Fixed Interest Managed Fund

1 month

1.19%

1 year

-

3 years p.a.

-

5 years p.a.

-

10 years p.a.

-

Since inception p.a.

-

Daily Unit Price

As at 01 April 2026

CashPlus Managed Fund
$1.0292
Conservative Managed Fund
$1.2124
Balanced Managed Fund
$1.3269
Focused Growth Managed Fund
$1.6084
Australasian Managed Fund
$1.065
Thematic Managed Fund
$1.5287
Global Managed Fund
$1.1972
Fixed Interest Managed Fund
$1.0242

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