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.