Performance as at 31 August 2020
| DISCRETIONARY | 1 YEAR | 2 YEAR | 3 YEAR | 4 YEAR | 5 YEAR | 6 YEAR | 7 YEAR | 8 YEAR |
| Conservative | 6.43 | 6.40 | 6.61 | 6.06 | 6.37 | – | – | – |
| Cautious | 13.19 | 8.47 | 8.40 | 6.90 | 7.10 | 6.97 | 7.89 | 7.24 |
| Moderate | 15.39 | 8.81 | 9.89 | 8.04 | 8.37 | 8.65 | 9.78 | 8.97 |
| Growth | 15.20 | 7.97 | 8.31 | 7.73 | 8.44 | 7.81 | 9.24 | 9.32 |
| International | 24.10 | 14.43 | 17.61 | 13.95 | 13.53 | 13.14 | 13.73 | 12.49 |
| REGULATION 28 | 1 YEAR | 2 YEAR | 3 YEAR | 4 YEAR | 5 YEAR | 6 YEAR | 7 YEAR | 8 YEAR |
| Conservative | 6.51 | 5.03 | 5.54 | 4.89 | 5.71 | 6.44 | – | – |
| Cautious | 7.60 | 5.09 | 4.84 | 4.48 | 5.09 | 6.17 | 6.33 | – |
| Moderate | 11.06 | 5.35 | 5.15 | 4.45 | 5.68 | 6.57 | 7.49 | – |
| Growth | 11.01 | 4.58 | 4.73 | 4.99 | 6.26 | 6.91 | 8.22 | – |
- 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.