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WealthMaker Portfolio Performance
Stagflation Core Model
Annualised returns as at 31 December 2023
Risk Profile | 1-Year Overall Return | 2-Year Overall Return | 3-Year Overall Return | 5-Year Overall Return | 10-Year Overall Return |
|---|---|---|---|---|---|
Defensive | 9.64 | -1.12% | 0.90% | 3.78% | 4.33% |
Balanced | 11.14% | 0.38% | 4.26% | 6.57% | 6.27% |
Growth | 12.63% | 1.52% | 6.55% | 8.51% | 7.61% |
High Growth | 13.11% | 2.33% | 8.27% | 9.91% | 8.53% |
High Growth Plus | 13.36% | 2.80% | 9.32% | 10.76% | 9.10% |
Standard Core Model
Annualised returns as at 31 December 2023
Risk Profile | 1-Year Overall Return | 2-Year Overall Return | 3-Year Overall Return | 5-Year Overall Return | 10-Year Overall Return |
|---|---|---|---|---|---|
Defensive | 6.28% | -0.4% | 0.48% | 2.28% | 3.37% |
Balanced | 11.03% | 0.98% | 4.16% | 5.90% | 6.02% |
Growth | 14.10% | 2.02% | 6.64% | 8.32% | 7.73% |
High Growth | 16.37% | 2.96% | 8.68% | 10.22% | 9.04% |
High Growth Plus | 17.78% | 3.47% | 9.91% | 11.38% | 9.85% |
*Past performance is not an indicator of future returns.
*Returns in above tables are before tax, admin and investment management fees, but after fund manager fees.
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