Performance as at 28 February 2025 (Annualised)
| PORTFOLIOS | 1 YEAR | 2 YEAR | 3 YEAR | 4 YEAR | 5 YEAR | 6 YEAR | 7 YEAR | 8 YEAR | 9 YEAR | 10 YEAR | 11 YEAR | 12 YEAR |
| Balanced | 15.56 | 19.33 | 15.78 | 13.02 | 12.51 | 11.56 | 9.00 | 9.69 | 8.77 | 8.62 | 9.69 | – |
| Defensive | 12.37 | 15.73 | 13.43 | 11.77 | 11.10 | 10.31 | 9.18 | 8.33 | 7.99 | 7.73 | 8.49 | – |
| Worldwide Growth | 9.89 | 22.64 | 18.09 | 13.30 | 14.08 | 14.35 | 14.76 | 13.43 | 12.27 | 11.85 | 12.64 | 11.69 |
- 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.