Itransact | Performance | Managed Index Tracker Fund Portfolios

Managed Index Tracker Fund Portfolios

Performance as at 31 December 2021

DISCRETIONARY 1 YEAR 3 YEAR 5 YEAR 7 YEAR 9 YEAR SECTOR
Itransact Conservative 2.96 5.14 5.47  – Multi-asset Low Equity
Itransact Cautious 1.90 6.00 5.72 6.17 6.55 Multi-asset Medium Equity
Itransact Moderate 1.17 4.02 5.19 6.46 7.18 Multi-asset High Equity
Itransact Growth 0.57 5.40 6.24 6.79 8.30 Multiasset High Equity
Itransact International -2.89 8.19 10.24 10.67 10.60 Global Equity General
Itransact Conservative (Reg 28) 3.53 4.60 4.66 6.11 Multi-asset Low Equity
Itransact Cautious  (Reg 28) 5.64 5.22 4.68 6.13 Multi-asset Medium Equity
Itransact Moderate (Reg 28) 3.01 4.14 3.93 5.94 Multi-asset High Equity
Itransact Growth  (Reg 28) 2.81 4.04 4.58 6.39 Multiasset High Equity
  • 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.