Performance as at 30 April 2023 (Annualised)
|DISCRETIONARY||1 YEAR||3 YEAR||5 YEAR||7 YEAR||9 YEAR||11 YEAR||SECTOR|
|Itransact Conservative||5.02||4.76||5.34||5.35||–||–||Multi-asset Low Equity|
|Itransact Cautious||5.35||7.15||6.28||5.33||6.17||6.52||Multi-asset Medium Equity|
|Itransact Moderate||5.58||7.20||5.67||4.54||6.21||7.11||Multi-asset High Equity|
|Itransact Growth||5.83||6.89||6.35||5.30||6.32||7.96||Multi-asset High Equity|
|Itransact International||11.15||9.44||12.09||9.09||10.17||10.46||Global Equity General|
|COMPULSORY||1 YEAR||3 YEAR||5 YEAR||7 YEAR||9 YEAR||11 YEAR||SECTOR|
|Itransact Conservative||5.12||5.04||5.24||4.51||6.20||–||Multi-asset Low Equity|
|Itransact Cautious||5.95||7.07||5.61||4.76||6.02||–||Multi-asset Medium Equity|
|Itransact Moderate||7.95||8.62||5.68||4.44||6.47||–||Multi-asset High Equity|
|Itransact Growth||6.51||7.59||5.46||4.62||6.65||–||Multi-asset High Equity|
- No data in a field means that either no data has been provided to us, and/or the fund still younger than 13 months.
- We are firm believers in the concept of disciplined investing for the long term. We therefore ignore reporting short term volatility, ie: any term under 12 months.
- Performance is annualised and net of the fund and/or portfolio manager’s total fees and expenses.
- Performance does not include the costs of administration. Different products may be subjected to different administration fees. Click here for our product administration fees.
- Data provided by Profile Data, FE Analytics and IRESS.