Returns

201220132014201520162017201820192020 20212022 2023
2024 Feb Average
per
annum*
Total
Defensive8.8%1.3%7.4%-1.3%4.7%2.8%-4.4%17.7% 3.9%5.4%-19.6%11.3%2.5%2.9%42.3%
Moderately defensive10.1%3.2%10.0%1.5%5.4%3.6%-3.7%20.6% 4.2%8.0%-21.0%13.4%3.7%4.4%68.4%
Neutral12.2%5.7%11.1%4.9%6.4%4.6%-2.7%22.7% 4.5%11.2%-22.5%15.6%5.1%5.9%101.0%
Aggressive13.9%8.3%14.8%7.9%7.3%5.8%-1.7%26.1% 6.4%14.7%-24.5%18.3%6.7%7.8%150.1%
Very aggressive15.4%9.6%16.7%10.1%8.5%6.4%-1.1%29.3% 7.6%18.6%-26.2%20.0%8.0%9.2%192.5%
The returns shown are net of fees. Geometric average 2012 – February 2024 for the asset management profiles. The value of your investments may fluctuate. Past performance is no guarantee of future results.