Itransact | Performance | Managed Index Tracker Fund Portfolios

Managed Index Tracker Fund Portfolios

Performance as at 31 May 2022

DISCRETIONARY 1 YEAR 3 YEAR 5 YEAR 7 YEAR 9 YEAR SECTOR
Itransact Conservative 4.19 4.86 5.54 5.32 Multi-asset Low Equity
Itransact Cautious 5.49 6.62 6.05 5.83 6.77 Multi-asset Medium Equity
Itransact Moderate 5.84 6.07 5.71 5.67 7.31 Multi-asset High Equity
Itransact Growth 7.59 7.98 6.52 6.40 8.52 Multi-asset High Equity
Itransact International 4.76 8.16 9.17 8.58 10.07 Global Equity General
Itransact Conservative (Reg 28) 4.41 5.10 4.72 4.66 Multi-asset Low Equity
Itransact Cautious  (Reg 28) 6.41 6.54 5.13 5.87 Multi-asset Medium Equity
Itransact Moderate (Reg 28) 6.11 6.63 4.81 6.34 Multi-asset High Equity
Itransact Growth  (Reg 28) 5.26 6.82 4.83 6.60 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.