*as of 30th June 2026*
The Curve Fund is a New Zealand Portfolio Investment Entity (PIE) that seeks to provide investors with long-term capital growth and income by directly investing in equities (shares) on a global basis
| Fund Provider | 1 Month | 3 Months | 1 Year | 5 Years annualised† | 7 Years annualised† | 10 Years annualised† | Since Inception annualised† |
|---|---|---|---|---|---|---|---|
| The Curve Fund (Net) | +0.59% | +3.69% | +11.77% | +2.73% | +8.52% | +7.41% | +6.91% |
† Annualised means the average return per year over the period shown — a smoothed figure that lets multi-year results be compared directly to a one-year number. Returns net of fees, expenses and taxes accrued in the Fund; distributions assumed reinvested.
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