Performance as at 31 August 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 | 22.58% | 26.39% | 17.72% | 11.81% | 14.10% | 12.62% | 14.19% | 12.1% | 12.67% | 12.59% | 12.98% | 12.22% |
| Balanced | 21.12% | 20.607% | 15.91% | 12.34% | 12.14% | 9.75% | 9.07% | 8.64% | 8.93% | 9.12% | 9.74% | – |
| Defensive | 19.99% | 18.18% | 14.37% | 11.98% | 11.07% | 9.62% | 8.87% | 8.16% | 8.08% | 8.49% | 8.34% | – |
Data provided by Index Solutions, Finworks, Profile Data & underlying ETF funds within the portfolios.