Do the portfolios have a track record?


Yes. The portfolios have been running since 1 July 2012 and each has an excellent track record.

The Cautious portfolio has returned average annual returns of 4.84% per year since inception until June 2018.

The Balanced portfolio has returned average annual returns of 6.75% per year since inception until June 2018.

The Growth portfolio has returned average annual returns of 8.42% per year since inception until June 2018.

Remember though, that past performance isn’t a reliable indicator of future performance.

Model performance displayed is calculated after ongoing fees (ad hoc or event specific fees, are excluded) and before tax. Investment performance assumes all income received is reinvested. An individual’s performance will differ from the modeled performance depending on factors such as transaction timing, actual management fees, whether income is reinvested and any divergence from model portfolio weighting.

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