The local funds all gave up some of the gains that were made in the preceeding months but the one year returns are excellent
across all funds.
The lowest risk Cautiuos Fund returned 12.25% and the highest risk Flexible Fund returned 20.89%, for the 12 month period to the end of September 2023.
All of the funds have also significantly outperformed the average fund performance in the relevant sector.
Inflation for the year to September 2023 averaged 5,4%,and all of the funds have delivered returns significanyly in excess of inflation.
Our Funds are managed, rebalanced and changed at quarterly meetings when we meet one on one with the Fund Manager to discuss any changes required .
Our funds are available as underlying assets on a wide variety of investments.
Please contact us if you would like any information on how to access and benefit from being invested in them.
Find the fact sheets under "Our Funds"