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Previous fund performance

Access information on historic fund statistics, performance related costs and charges, and other important information such as sentiment indicators.

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2021 performance archives
2020 performance archives
2019 performance archives
2018 performance archives
2017 performance archives

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Growth rates used in illustrations

View a table of the fund-specific growth rates we use when we produce an illustration for you.

View growth rates

Fund research and information

A wealth of resources, including information on markets, up-to-date fund information, and links to our asset allocation models.

Review fund research