Performance as at 31 March 2024 (Annualised)
| MANAGED PORTFOLIO OF ETFs | 1 YEAR | 3 YEAR | 5 YEAR | 10 YEAR | SECTOR |
| Index Solutions Balanced | 19.12 | 11.16 | 14.13 | 12.55 | Multi-asset Low Equity |
| Index Solutions Defensive | 17.03 | 12.21 | 9.68 | 7.91 | Multi-asset Medium Equity |
| Index Solutions Worldwide Growth | 35.43 | 14.97 | 14.13 | 12.55 | 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.