The table below shows the ASB Investment Funds fund returns as at 31 December 2016.
Returns are a reflection of past performance and are not a guarantee or indication of future performance because returns fluctuate (move up and down). Returns can be negative and you may receive back less than the total amount of your contributions.
From 24 March 2016 we will only accept applications for units in the World Fixed Interest Fund and the World Shares Fund from:
a. wholesale investors; or
b. discretionary investment management service (DIMS) licensees where the DIMS licensee decides to buy the units on behalf of a person in the course of supplying a DIMS to the person.
3 years (p.a.)
5 years (p.a.)
7 years (p.a.)
Since Inception (p.a.)
Conservative Plus Fund
World Fixed Interest Fund
World Shares Fund
Interests in ASB Investment Funds are issued by ASB Group Investments Limited, a wholly owned subsidiary of ASB Bank Limited (ASB). ASB provides administration and distribution services for ASB Investment Funds. No person guarantees interests in ASB Investment Funds. Interests in ASB Investment Funds are not deposits or other liabilities of ASB. They are subject to investment risk, including possible loss of income and principal invested. For more information see the ASB Investment Funds Product Disclosure Statement available from the register of offers of financial products at www.business.govt.nz/disclose (search for ASB Investment Funds).