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Eyre Peninsula. Experience Coffin Bay.

Our Investment Performance

Funds SA Tax-Exempt* Investment Options

Performance for periods ended 31 December 2025

TypeInception date1 month %3 months (%)FYTD (%)1 Year (%)3 Year (%)5 Year (%)7 Year (%)10 Year (%)
Cash31-Mar-000.30.91.94.24.32.92.32.2
Capital Defensive31-Aug-040.10.92.96.66.23.03.83.9
Conservative30-Jun-990.11.34.07.67.54.25.15.1
Moderate30-Jun-060.21.44.88.88.95.86.56.4
Socially Responsible2-Mar-090.30.63.47.710.17.38.27.1
Balanced30-Jun-950.31.75.89.810.27.38.17.8
Indexed Balanced1-Dec-250.7n.a.n.a.n.a.n.a.n.a.n.a.n.a.
High Growth30-Jun-990.41.96.610.811.38.49.28.9
Indexed High Growth1-Dec-250.9n.a.n.a.n.a.n.a.n.a.n.a.n.a.

* Investment strategies prepared for tax-exempt investors. No tax is subtracted from the investment returns of these investment options.

Funds SA Taxable* Investment Options

Performance for periods ended 31 December 2025

TypeInception date1 month %3 months (%)FYTD (%)1 Year (%)3 Year (%)5 Year (%)7 Year (%)10 Year (%)
Cash31-Mar-050.30.91.94.24.32.92.32.2
Capital Defensive31-Mar-050.11.03.06.56.13.03.63.8
Conservative31-Mar-050.21.23.97.47.34.24.94.9
Moderate30-Jun-060.21.34.78.48.75.86.46.3
Socially Responsible2-Mar-090.30.63.47.710.17.38.27.1
Balanced31-Mar-050.31.55.69.610.07.48.17.7
Indexed Balanced1-Dec-250.7n.a.n.a.n.a.n.a.n.a.n.a.n.a.
High Growth31-Mar-050.41.76.410.611.08.39.18.8
Indexed High Growth1-Dec-250.9n.a.n.a.n.a.n.a.n.a.n.a.n.a.

* Investment strategies prepared for tax paying investors. Returns 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.