*The returns shown are to 30 June 2022 and are before tax but after a 0.31% annual fund management fee charged by Simplicity.
Please note that past performance is not a reliable indicator of future performance and return periods may differ.
The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility).
A higher risk generally means higher potential returns over time, but more ups and downs along the way. The risk indicator is based on returns data for the last five years (actual returns from 31 March 2017, market returns previously). This risk indicator is not a guarantee of the Fund’s future performance.
Sugar gives you the opportunity to invest in a product that seeks high returns, minimises fees & aims to be socially responsible.