Fund Fact Sheets

Historical data on our fund performance over time. We've put years of work into getting the small things right, so you can focus on the big picture.

  • a horizontal bar chart illustrating the underlying assets of the TRG Income Fund which are 10% growth and 90% defensive.

    TRG Income

    Target real return of 1%
    above inflation and all fees

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  • a horizontal bar chart illustrating the underlying assets of the TRG Stable Fund, which are 30% growth and 70% defensive.

    TRG Stable

    Target real return of 2%
    above inflation and all fees

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  • a horizontal bar chart illustrating the underlying assets of the TRG Moderate Fund which are 50% growth and 50% defensive.

    TRG Moderate

    Target real return of 3%
    above inflation and all fees

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  • a horizontal bar chart illustrating the underlying assets of the TRG Balanced Fund which are 70% growth and 30% defensive.

    TRG Balanced

    Target real return of 4%
    above inflation and all fees

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  • a horizontal bar chart illustrating the underlying assets of the TRG Flexible Fund which are 90% growth and 10% defensive.

    TRG Flexible

    Target real return of 5%
    above inflation and all fees

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  • Bar chart showing growth assets and defensive assets across different risk levels, with percentages from 0% to 100%.

    TRG Global

    Target real return of 6%
    above inflation and all fees

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  • a horizontal bar chart illustrating the underlying assets of the TRG Global Flexible Fund which are 100% growth and 0% defensive.

    TRG Global Feeder Fund

    Target real return of 6%
    above inflation and all fees

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