Performance as at 30 April 2021
| DISCRETIONARY | 1 YEAR | 3 YEAR | 5 YEAR | 7 YEAR | 9 YEAR |
| Itransact Conservative | 4.45 | 5.86 | 5.69 | – | – |
| Itransact Cautious | 6.55 | 7.17 | 5.48 | 6.41 | 6.92 |
| Itransact Moderate | 7.03 | 6.24 | 4.97 | 6.79 | 7.84 |
| Itransact Growth | 6.68 | 6.97 | 6.30 | 7.01 | 8.93 |
| Itransact International | 8.09 | 15.22 | 10.90 | 11.53 | 11.75 |
| REGULATION 28 | 1 YEAR | 3 YEAR | 5 YEAR | 7 YEAR | 9 YEAR |
| Itransact Conservative | 7.00 | 5.86 | 4.50 | 6.76 | – |
| Itransact Cautious | 10.32 | 5.45 | 4.29 | 6.07 | – |
| Itransact Moderate | 13.82 | 5.34 | 3.75 | 6.49 | – |
| Itransact Growth | 13.18 | 5.79 | 4.48 | 6.93 | – |
- 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.