Performance as at 30 June 2021
| DISCRETIONARY | 1 YEAR | 3 YEAR | 5 YEAR | 7 YEAR | 9 YEAR |
| Itransact Conservative | 4.08 | 5.71 | 5.66 | – | – |
| Itransact Cautious | 6.61 | 7.14 | 5.67 | 6.20 | 6.95 |
| Itransact Moderate | 6.26 | 6.02 | 5.34 | 6.61 | 7.93 |
| Itransact Growth | 6.24 | 7.26 | 6.60 | 6.84 | 9.09 |
| Itransact International | 6.20 | 11.06 | 10.67 | 10.87 | 11.47 |
| REGULATION 28 | 1 YEAR | 3 YEAR | 5 YEAR | 7 YEAR | 9 YEAR |
| Itransact Conservative | 5.46 | 5.90 | 4.98 | 6.42 | – |
| Itransact Cautious | 7.78 | 6.17 | 4.67 | 5.85 | – |
| Itransact Moderate | 7.42 | 6.01 | 4.23 | 6.18 | – |
| Itransact Growth | 6.12 | 7.14 | 6.48 | 6.72 | 8.97 |
- 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.