Performance as at 31 December 2024 (Annualised)
| PORTFOLIOS | 1 YEAR | 2 YEAR | 3 YEAR | 4 YEAR | 5 YEAR | 6 YEAR | 7 YEAR | 8 YEAR | 9 YEAR | 10 YEAR | 11 YEAR | 12 YEAR |
| Balanced | 24.70 | 23.90 | 15.00 | 14.40 | 13.30 | 12.80 | 9.40 | 8.80 | 9.40 | 9.70 | 9.60 | – |
| Defensive | 19.10 | 19.10 | 12.60 | 13.10 | 11.80 | 11.40 | 9.10 | 8.80 | 8.30 | 8.50 | 8.60 | – |
| Worldwide Growth | 25.60 | 34.50 | 15.00 | 15.90 | 15.90 | 16.70 | 14.90 | 14.40 | 12.90 | 13.00 | 13.00 | 12.80 |
- 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.