Investment Rates

A managed investment fund is not a bank account or a term deposit and has a different risk profile. You should consider this fact when deciding to invest.

Cash & Income Funds


Average annualised rate for periods ended 05/12/19 1 Year Performance* 1 Week Performance*
At Call Fund 1.17% 0.53%
Fixed Term Fund 2.73% 2.23%
Long Term Fund 2.74% 2.31%
Select Mortgage Fund 2.78% 2.36%

Investment Growth Funds


Total return for period ended 30/9/19 5 Year Performance* 1 Year Performance*
Balanced Fund 6.39% 6.27%
Australian Share Fund 7.05% 7.69%
International Share Fund 9.53% 6.27%
Diversified Property Fund 11.41% 17.57%
Equity Fund (closed to new investors) 7.23% 6.70%

*Past performance is not a reliable indicator of future performance.

Unit Price History


There may be unavoidable delays in updating the Fund Unit Prices during periods of interest distribution and public holidays. If the Unit Prices detailed below are not current please phone 1300 138 044 or your nearest branch of TPT Wealth for further details.

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