Momentum FundsAtWork: Investment Returns as of June 2025

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%.