Diversified Growth Fund factsheet – March 2021

Portfolio overview

The NOW: Pensions portfolio has a balanced investment approach which is expected to help navigate through volatile markets over the long term.

In the first quarter of 2021, the portfolio delivered a negative return of -1.3%, behind the 60/40 portfolio which rose 2.6%. The portfolio struggled notably during February when rates sold off.

However, the portfolio recovered much of February’s losses during March, when the portfolio delivered a good return of +2.8%. The Diversified Growth Fund’s (DGF’s) return was substantial over 12 months, up 17.3%, and has delivered an annual return of +4.8% over the past three years.

You can download a copy of the factsheet here.