Performance as of 31 March 2024
Returns are annualised and reflect the average time-weighted return of all investors in a portfolio, net of the portfolio manager’s total fees and expenses.
| YEARS | ||||||||||||||
| PORTFOLIO NAME | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | Inception | Date |
| Worldwide Growth | 35.43% | 21.58% | 14.97% | 15.65% | 14.13% | 15.83% | 13.65% | 12.18% | 11.90% | 12.55% | 11.83% | 12.43% | 11.42% | 2012-02-13 |
| Defensive | 17.03% | 14.15% | 12.21% | 11.61% | 9.68% | 8.83% | 7.82% | 7.26% | 7.23% | 7.91% | − | − | 7.31% | 2013-07-03 |
| Balanced | 19.12% | 11.75% | 11.16% | 11.73% | 9.58% | 8.50% | 7.89% | 6.98% | 7.30% | 8.27% | − | − | 7.69% | 2013-05-10 |
- Data provided by Index Solutions, Finworks, Profile Data & underlying ETF funds within the portfolios.