Performance as at 31 October 2023 (Annualised)
|MANAGED PORTFOLIO OF ETFs||1 YEAR||3 YEAR||5 YEAR||10 YEAR||SECTOR|
|Index Solutions Balanced||8.45||7.07||7.30||6.81||Multi-asset Low Equity|
|Index Solutions Defensive||14.01||9.18||7.90||6.81||Multi-asset Medium Equity|
|Index Solutions Worldwide Growth||19.32||8.80||10.42||10.40||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.