Returns

  2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Mch Average
per
annum*
Total
Defensive 8.8% 1.3% 7.4% -1.3% 4.7% 2.8% -4.4% 17.7% 3.9% 5.4% -19.6% 11.3% 4.2% 3.1% 44.7%
Moderately defensive 10.1% 3.2% 10.0% 1.5% 5.4% 3.6% -3.7% 20.6% 4.2% 8.0% -21.0% 13.4% 5.4% 4.5% 71.1%
Neutral 12.2% 5.7% 11.1% 4.9% 6.4% 4.6% -2.7% 22.7% 4.5% 11.2% -22.5% 15.6% 6.7% 6.0% 104.2%
Aggressive 13.9% 8.3% 14.8% 7.9% 7.3% 5.8% -1.7% 26.1% 6.4% 14.7% -24.5% 18.3% 8.4% 7.9% 154.0%
Very aggressive 15.4% 9.6% 16.7% 10.1% 8.5% 6.4% -1.1% 29.3% 7.6% 18.6% -26.2% 20.0% 9.6% 9.3% 196.9%
The returns shown are net of fees. Geometric average 2012 – March 2024 for the asset management profiles. The value of your investments may fluctuate. Past performance is no guarantee of future results.