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 November 2020.

-0.9%

Conservative

-0.9%

Conservative Balanced

-0.6%

Balanced

-0.1%

Balanced Growth

-0.9%

Aggressive Growth

Annualised performance to the end of November 2020.

+2.9%

Conservative

+4.2%

Conservative Balanced

+5.5%

Balanced

+6.4%

Balanced Growth

+4.6%

Aggressive Growth

Annualised performance to the end of November 2020.

+3.3%

Conservative

+4.8%

Conservative Balanced

+6.4%

Balanced

+7.5%

Balanced Growth

+7.9%

Aggressive Growth

Returns are after fees. Read our full performance disclaimer

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