Past performance is not an indicator of future results.
All figures are illustrative in nature based on notional $50,000 portfolios which are assumed to have been fully invested at the start of the relevant period. Your actual investment performance may vary depending on factors such as timing of your investment with us.
Returns are based on a “Rates of Return” analysis. A rate of return (ROR) is the net gain or loss on an investment over a specified time period, expressed as a percentage of the investment’s initial cost. Returns are based on the assumptions of dividends/income being reinvested (at month end) and of any capital gains or losses being realised on the sale of the investment at the end of the stated period.
While the target return ranges are the same for a standard portfolio and its sustainable equivalent, actual returns will vary because the underlying ETFs are different between the portfolios.
All figures are pre-tax but net of Six Park and applicable ETF fee. The results are based on closing prices of each ETF, not NAV. They do not include dividend imputation, cash holdings or annual rebalances. Returns for periods beyond one year are annualised.