The Pella Global Generations PIE Fund was launched on 4 April 2025 and does not have a sufficient track record to complete the table.
| Fund | Benchmark (1) | Relative | |
|---|---|---|---|
| 1 month | 3.9% | 5.3% | -1.4% |
| 3 months | 5.7% | 12.5% | -6.8% |
| 1 year | n/a | n/a | n/a |
| 3 years | n/a | n/a | n/a |
| Inception to date – p.a. (2) | 16.5% | 25.6% | -9.1% |
(1) MSCI ACWI (NZ$, net)
(2) 4 April 2025
Past performance is not indicative of future performance. Performance returns are net of fees and assume reinvestment of distributions. Actual investor performance may differ due to the investment date, date of reinvestment of income distributions, and withholding tax applied to income distributions.
We are committed to our clients.
If you would like more information about accessing our funds or want to learn more about our investment strategy, and how we can help your clients achieve stronger outcomes, please get in touch with us.
Contact
Joy Yacub
Head of Distribution
Steven Glass
CFA Managing Director & Investment Analyst
Please reach out to our team if you have any questions, or if you would simply like to know more.
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