Performance

1 year

-11.08%

3 years*

4.33%

5 years*

6.73%

*The returns shown are to 30 June 2022 and are before tax but after a 0.31% annual fund management fee charged by Simplicity.
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Please note that past performance is not a reliable indicator of future performance and return periods may differ.

*annualised return

**Top* 3 Companies in the fund**

*Top in this context means the largest company holdings as a proportion of the Fund’s value. These are subject to change.

Risk

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.