Performance as of 28 January 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 | ||||
MANAGED PORTFOLIO OF ETFs | 1 | 3 | 5 | 10 |
Index Solutions Defensive | 17.26% | 11.36% | 10.50% | 8.11% |
Index Solutions Balanced | 13.58% | 9.80% | 10.20% | 8.48% |
Index Solutions Worldwide Growth | 32.85% | 12.26% | 15.64% | 12.42% |
- Data provided by Index Solutions, Finworks, Profile Data & underlying ETF funds within the portfolios.