Performance as at 30 June 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 | 24.59% | 32.03% | 17.99% | 14.48% | 15.64% | 14.20% | 14.71% | 13.15% | 13.30% | 12.84% | 11.77% | 13.03% |
| Balanced | 19.83% | 22.97% | 14.97% | 12.91% | 11.70% | 10.18% | 9.43% | 8.55% | 8.79% | 9.12% | 9.67% | – |
| Defensive | 18.38% | 19.46% | 13.61% | 12.02% | 10.68% | 9.78% | 8.69% | 7.90% | 8.03% | 8.13% | – | – |
Data provided by Index Solutions, Finworks, Profile Data & underlying ETF funds within the portfolios.