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.