Key Fund Performances (as of June 2025):
- Momentum Smooth Edge: The fund's one-year return was 11.79%, outperforming its benchmark's 6.81%. Over ten years, it had an 8.29% return.
- Momentum Conservative Default Lifestage:
- Accumulator: This fund had a one-year return of 17.35%, matching its benchmark, and a ten-year return of 9.01%. It targets CPI +4%.
- Builder: The one-year return was 16.48% and the ten-year return was 8.73%. It targets CPI +3%.
- Consolidator: The fund's one-year return was 15.69% and its ten-year return was 8.59%. It targets CPI +2%.
- Momentum Default Lifestage:
- Accumulator: The one-year return was 17.67%, with a ten-year return of 8.79%. The benchmark for this fund returned 18.17% over one year and 8.33% over ten years, and its target is CPI +5%.
- Builder: This fund had a one-year return of 17.35% and a ten-year return of 8.87%. It targets CPI +4%.
- Consolidator: The fund's one-year return was 16.48% and the ten-year return was 8.63%. It targets CPI +3%.
- Defender: The one-year return was 15.69% and the ten-year return was 8.40%. It targets CPI +2%.
- Momentum Passive Lifestages:
- Accumulator: The one-year return was 18.34%, with a ten-year return of 8.42%.
- Builder: The one-year return was 17.64%, with a ten-year return of 8.29%.
- Consolidator: The one-year return was 17.10%, with a ten-year return of 8.39%.
- Defender: The one-year return was 15.75%, with a ten-year return of 8.39%.
- Momentum Flexible Range:
- Flexible Factor 7: This fund had a one-year return of 17.64% and a ten-year return of 9.77%. It targets CPI +5%.
- Flexible Factor 6: The one-year return was 17.27% and the ten-year return was 9.56%. It targets CPI +4%.
- Savings Component Money Market Portfolio: The one-year return for this portfolio was 9.65%. Its benchmark had a one-year return of 8.07%.
