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Eyre Peninsula. Experience Coffin Bay.

Our Investment Performance

Funds SA Tax-Exempt* Investment Options

Performance for periods ended 28 February 2026

TypeInception date1 month %3 months (%)FYTD (%)1 Year (%)3 Year (%)5 Year (%)7 Year (%)10 Year (%)
Cash31-Mar-000.31.02.64.14.43.02.42.3
Capital Defensive31-Aug-040.81.24.16.56.03.33.64.0
Conservative30-Jun-990.81.35.27.57.14.44.85.4
Moderate30-Jun-060.91.56.28.68.45.96.16.7
Socially Responsible2-Mar-09-0.6-0.13.06.28.67.37.27.5
Balanced30-Jun-951.01.67.39.79.57.27.68.2
Indexed Balanced1-Dec-251.52.8n.a.n.a.n.a.n.a.n.a.n.a.
High Growth30-Jun-991.01.76.98.09.98.48.79.2
Indexed High Growth1-Dec-251.63.1n.a.n.a.n.a.n.a.n.a.n.a.

* Investment strategies prepared for tax-exempt clients. Returns are net of fees. No tax is subtracted from the investment returns of these investment options.

Funds SA Taxable* Investment Options

Performance for periods ended 28 February 2026

TypeInception date1 month %3 months (%)FYTD (%)1 Year (%)3 Year (%)5 Year (%)7 Year (%)10 Year (%)
Cash31-Mar-050.31.02.64.14.43.02.42.3
Capital Defensive31-Mar-050.81.24.26.55.93.33.53.9
Conservative31-Mar-050.81.45.17.46.94.44.65.2
Moderate30-Jun-060.91.56.08.48.16.06.06.6
Socially Responsible2-Mar-09-0.6-0.13.06.28.67.37.27.5
Balanced31-Mar-051.01.77.19.69.37.47.68.1
Indexed Balanced1-Dec-251.52.8n.a.n.a.n.a.n.a.n.a.n.a.
High Growth31-Mar-051.01.87.910.510.28.28.49.3
Indexed High Growth1-Dec-251.63.1n.a.n.a.n.a.n.a.n.a.n.a.

* Investment strategies prepared for tax paying investors. Returns are net of fees and gross of tax.

Disclaimer: Past performance is not a reliable indicator of future performance. Investments are subject to market risk, investment performance may fluctuate over time, and returns can go up or down in line with market movements.