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Fund performance

We have a range of resources where you can find information about the performance of our investment options.

The following links give performance information for our range of funds, portfolios and lifestyle strategies:

Our performance calculator lets you see the performance of your clients’ investments based on the actual charges they pay (including any discounts) and generate reports which you can share with them.

It covers the portfolios and lifestyle strategies in our Governed Range, as well as the individual funds we offer.

Each quarter, we gauge how each fund has performed against its listed benchmark.

  • If the fund outperforms its benchmark over 1, 3 and 5 years, we give that fund a Green rating.
  • If a fund underperforms over one of the periods above, we give it an Amber rating.
  • We'd give a Red rating to a fund underperforming over two or more of these periods.

Download our fund performance watchlist (PDF) to see every fund which is currently Red, along with the number of continuous quarters they've received this rating.

You can find more information about the benchmarks used in our fund factsheets. Individual fund commentary is available on request.

Our performance calculator lets you see the performance of your clients’ investments based on the actual charges they pay (including any discounts) and generate reports which you can share with them.

It covers the portfolios and lifestyle strategies in our Governed Range, as well as the individual funds we offer.

Each quarter, we gauge how each fund has performed against its listed benchmark.

  • If the fund outperforms its benchmark over 1, 3 and 5 years, we give that fund a Green rating.
  • If a fund underperforms over one of the periods above, we give it an Amber rating.
  • We'd give a Red rating to a fund underperforming over two or more of these periods.

Download our fund performance watchlist (PDF) to see every fund which is currently Red, along with the number of continuous quarters they've received this rating.

You can find more information about the benchmarks used in our fund factsheets. Individual fund commentary is available on request.