Performance

Calendar year performance from 1 January to 31 December 2019.

+7.9%

Conservative

+12.7%

Conservative Balanced

+17.8%

Balanced

+21.7%

Balanced Growth

+23.1%

Aggressive Growth

Annualised performance to the end of August 2020.

-2.3%

Conservative

-1.9%

Conservative Balanced

-1.7%

Balanced

-1.8%

Balanced Growth

-4.9%

Aggressive Growth

Annualised performance to the end of August 2020.

+2.8%

Conservative

+4.4%

Conservative Balanced

+5.8%

Balanced

+6.9%

Balanced Growth

+5%

Aggressive Growth

Annualised performance to the end of August 2020.

+2.9%

Conservative

+4.3%

Conservative Balanced

+5.7%

Balanced

+6.7%

Balanced Growth

+7.0%

Aggressive Growth

Returns are after fees. Read our full performance disclaimer

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