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

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