Itransact | Performance | Multi Managed Index Fund Portfolios

Multi Managed Index Fund Portfolios

Performance as at 31 March

  • Due to the fact that our platform offers over 100 products from more than 12 domestic and global investment managers, we only publish returns on a quarterly basis. 
  • 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.
DISCRETIONARY 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR  6 YEAR  7 YEAR 
Conservative 7.50 6.54 5.48 5.68      –      –      –
Cautious 7.79 5.22 4.50 5.43 6.61 5.92      –
Moderate 12.47 6.59 4.59 6.04 8.18 7.40 9.00
Growth 8.83 6.84 4.35 5.80 6.96 7.49      –
International 25.61 13.49 9.09 9.68 11.15      –      –
REGULATION 28 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR  6 YEAR  7 YEAR 
Conservative 5.57 5.68 3.44 4.54 7.28      –      –
Cautious 4.67 3.41 3.34 4.54 6.59      –      –
Moderate 3.56 3.06 1.90 4.69 6.87      –      –
Growth 3.26 3.89 2.41 4.72 7.10      –      –