See how each fund has performed over a range of time periods
Here you can see how each fund has performed over different time periods, including the last month. Every month, we report the returns, after fees and before tax for each of our funds.
It’s important to remember that past performance is no guarantee of future performance. It’s also important to look at the returns for each fund over the minimum suggested investment timeframe, rather than focusing on the month to month returns.
|As of 31 May 2022||Conservative
|Minimum suggested investment timeframe||1 to 5 years||5 to 10 years||More than 10 years|
|2 years (p.a.)||-2.03%||5.28%||10.89%|
|3 years (p.a.)||1.02%||6.37%||10.35%|
Quarterly fund updates
Take a closer look at each of our funds with our quarterly fund updates.
Our quarterly fund updates give you some quick information on the fees, returns and investment mix for each of our funds, as well as the fund's top 10 investments and the key people involved in managing the funds.
Published in a standard format - as set out by Financial Markets Conduct legislation - these reports allow you to more easily compare how our funds stack up against those of other investment managers.