Itransact | Performance | Managed Index Fund Portfolios

Managed Index Fund Portfolios

Performance as at 30 October 2020

DISCRETIONARY  1 YEAR 3 YEAR 5 YEAR 9 YEAR
Itransact Conservative 4.54 5.49 5.88      –
Itransact Cautious 6.38 5.76 5.59 7.16
Itransact Moderate 7.42 5.91 6.16 8.87
Itransact Growth 6.99 3.91 5.45 8.79
Itransact International 8.63 10.86 9.94      –
REGULATION 28 1 YEAR 3 YEAR 5 YEAR 9 YEAR
Itransact Conservative 4.59 3.72 3.80      –
Itransact Cautious 3.70 3.24 3.86      –
Itransact Moderate 5.97 3.04 3.83      –
Itransact Growth 5.59 1.71 3.85      –
  • 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.