Performance as at 30 September 2024 (Annualised)
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.
| Portfolio Name | 1 Year | 2 Years | 3 Years | 4 Years | 5 Years | 6 Years | 7 Years | 8 Years | 9 Years | 10 Years | 11 Years | 12 Years |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Worldwide Growth | 27.97% | 27.79% | 18.12% | 12.59% | 16.66% | 13.21% | 13.81% | 13.28% | 12.50% | 12.66% | 12.58% | 12.20% |
| Balanced | 28.41% | 23.14% | 16.96% | 13.13% | 12.33% | 10.83% | 9.28% | 9.40% | 8.93% | 9.47% | 9.54% | – |
| Defensive | 25.46% | 19.95% | 15.20% | 12.61% | 11.32% | 10.33% | 8.99% | 8.53% | 8.20% | 8.81% | 8.43% | – |
Data provided by Index Solutions, Finworks, Profile Data & underlying ETF funds within the portfolios.