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.