Quarterly Fund Updates and Commentaries

Last Updated: 29 October 2018

Choose from the table below to find out more information about the Funds including their performance and investment mix.

Trans-Tasman Fund

 
Fund Update 2018 Mar Jun Sep  
2017 Mar Jun Sep  Dec
2016 Sep Dec
Fund Commentary 2018 Mar Jun Sep  
2017 Mar Jun   Sep Dec
2016 Sep Dec

Dividend Yield Fund

 
Fund Update 2018 Mar Jun Sep  
2017 Mar Jun  Sep Dec
2016 Sep Dec
Fund Commentary 2018 Mar Jun Sep  
2017 Mar Jun Sep Dec
2016 Sep Dec

Fixed Income Fund

 
Fund Update 2018 Mar Jun Sep  
2017 Mar Jun Sep Dec
2016 Sep Dec
Fund Commentary 2018 Mar Jun Sep  
2017 Mar Jun Sep Dec
2016 Sep Dec

Global Shares Fund

 
Fund Update 2018 Mar Jun Sep  
2017 Jun Sep Dec  
Fund Commentary 2018 Mar Jun Sep  
2017 N/A Sep Dec  

Diversified Income Fund

 
Fund Update 2018 Mar Jun Sep  
2017 Jun Sep Dec  
Fund Commentary 2018 N/A Jun Sep  
2017 N/A

 Diversified Growth Fund

 
Fund Update 2018 Mar Jun Sep  
2017 Jun Sep Dec  
Fund Commentary 2018 N/A Jun Sep  
2017 N/A