Fund Performance is published in an annual fund update. This can also be found on the Disclose Register at companiesoffice.govt.nz/disclose/about-the-register/searching-for-an-offer-or-scheme
Fund prices and personalised account performance can also be viewed in our secure client area.
Fund performance is calculated in the manner set out in the latest Trust Deed for the Evergreen Retirement Trust. Investors are reminded that past performance is not necessarily indicative of future performance and fund performance can go down as well as up. While all care has been taken in the calculation and presentation of these fund performance figures, Evergreen Capital Partners Limited, The New Zealand Guardian Trust Company Limited and their respective directors, employees and service providers accept no responsibility for any errors or omissions.