Performance as at 31 May 2024 (Annualised)
| MANAGED PORTFOLIO OF ETFs | 1 YEAR | 2 YEAR | 3 YEAR | 4 YEAR | 5 YEAR | 10 YEAR | SECTOR |
| Index Solutions Balanced | 18.03 | 18.11 | 13.58 | 11.88 | 11.16 | 8.72 | Multi-asset Low Equity |
| Index Solutions Defensive | 16.82 | 15.44 | 12.59 | 11.01 | 10.04 | 7.69 | Multi-asset Medium Equity |
| Index Solutions Worldwide Growth | 21.85 | 27.34 | 18.15 | 14.01 | 15.14 | 12.57 | Multi-asset High Equity |
- No data in a field means that either no data has been provided to us, and/or the fund still younger than 13 months.
- We are firm believers in the concept of disciplined investing for the long term. We therefore ignore reporting short term volatility, ie: any term under 12 months.
- Performance is annualised and net of the fund and/or portfolio manager’s total fees and expenses.
- Performance does not include the costs of administration. Different products may be subjected to different administration fees. Click here for our product administration fees.
- Data provided by Profile Data, FE Analytics and IRESS.