Six Park’s conflict-free, client-focused model has demonstrated that it can produce strong investment returns at a low cost.

Six Park’s strong performance is the result of our carefully curated combination of stellar team, investment philosophy, proven strategy and low fees. And, despite the fact that growth asset classes were down 15-20% in March due largely to COVID-19, our focus on diversification and low costs helped buffer client portfolios against more significant losses seen in the market. In fact, we outperformed more than 90% of similar funds in Morningstar’s database on a rolling 3-year basis.

Read more about our investment philosophy and how it influences long-term performance.

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 June 2020.

-2.4%

Conservative

-2.4%

Conservative Balanced

-2.9%

Balanced

-3.4%

Balanced Growth

-4.3%

Aggressive Growth

Annualised performance to the end of June 2020.

+2.3%

Conservative

+3.7%

Conservative Balanced

+4.8%

Balanced

+5.6%

Balanced Growth

+5.5%

Aggressive Growth

Annualised performance to the end of April 2020.

+2.7%

Conservative

+3.9%

Conservative Balanced

+4.8%

Balanced

+5.7%

Balanced Growth

+5.6%

Aggressive Growth

Returns are after fees. Read our full performance disclaimer

Six Park started tracking our portfolios’ performance in 2014, but the ETFs and underlying assets in which we invest have been around for longer, so the returns history of these ETFs and assets can illustrate how our portfolios would have been likely to perform.

A more detailed breakdown of the asset allocations across our various portfolios is available here.

Read more on our ongoing performance

Get the most out of your money through lower fees

We keep costs low and pass the savings on to you. This creates extra wealth over time through the power of compound growth.

If you invested a lump sum of

Your estimated account balance would be

after Six Park fees

after Generic Portfolio Advice fees

0 years years

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