Our Performance

Overview

  • + {{ selectedModel.returnInception | percentage:1:100:'N/A' }} N/A

    PERFORMANCE*

  • {{ selectedModel.returnInceptionAnnualised | percentage:1:100:'N/A' }} N/A

    ESTIMATED INCOME P.A.

  • {{ selectedModel.timeframe }}

    SUGGESTED TIMEFRAME

  • {{ selectedModel.riskRating }} Risk

*Return per annum since {{ selectedModel.inceptionDate | date:'dd MMM yyyy' }} after investment and admin fees.

Allocation

{{ i.name }}
{{ getAssetAllocationValue(i) | percentage:2:100 }}

PERFORMANCE TO {{ selectedModel.returnDate | date:'dd MMMM yyyy' }} 1 MONTH 3 MONTH 6 MONTH 1 YEAR 2 YEAR 3 YEAR 5 YEAR SI* (P.A.)
{{ selectedModel.name }} {{ selectedModel.stats.returns.adjReturn1Month | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn3Month | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn6Month | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn1Year | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn2Year | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn3Year | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn5Year | percentage:2:1:'N/A' }} {{ selectedModel.returnInception | percentage:2:100:'N/A' }}
{{ selectedModel.benchmark.name }} {{ selectedModel.benchmark.index.returns.return1Month | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return3Month | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return6Month | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return1Year | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return2Year | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return3Year | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.return5Year | percentage:2:1:'N/A' }} {{ selectedModel.benchmark.index.returns.returnComparativeSI | percentage:2:1:'N/A' }}
Excess to Benchmark {{ selectedModel.stats.returns.adjReturn1Month && selectedModel.benchmark.index.returns.return1Month ? (selectedModel.stats.returns.adjReturn1Month) - selectedModel.benchmark.index.returns.return1Month : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn3Month && selectedModel.benchmark.index.returns.return3Month ? (selectedModel.stats.returns.adjReturn3Month) - selectedModel.benchmark.index.returns.return3Month : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn6Month && selectedModel.benchmark.index.returns.return6Month ? (selectedModel.stats.returns.adjReturn6Month) - selectedModel.benchmark.index.returns.return6Month : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn1Year && selectedModel.benchmark.index.returns.return1Year ? (selectedModel.stats.returns.adjReturn1Year) - selectedModel.benchmark.index.returns.return1Year : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn2Year && selectedModel.benchmark.index.returns.return2Year ? (selectedModel.stats.returns.adjReturn2Year) - selectedModel.benchmark.index.returns.return2Year : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn3Year && selectedModel.benchmark.index.returns.return3Year ? (selectedModel.stats.returns.adjReturn3Year) - selectedModel.benchmark.index.returns.return3Year : null | percentage:2:1:'N/A' }} {{ selectedModel.stats.returns.adjReturn5Year && selectedModel.benchmark.index.returns.return5Year ? (selectedModel.stats.returns.adjReturn5Year) - selectedModel.benchmark.index.returns.return5Year : null | percentage:2:1:'N/A' }} {{ selectedModel.returnInception && selectedModel.benchmark.index.returns.returnComparativeSI ? (selectedModel.returnInception / 100) - selectedModel.benchmark.index.returns.returnComparativeSI : null | percentage:2:1:'N/A' }}
  • Details
  • Fees
  • Reports

Details

type DESCRIPTION
Style {{ selectedModel.style || 'N/A' }}
Risk Rating {{ selectedModel.riskRating || 'N/A' }}
Benchmark Index {{ selectedModel.benchmark.name || 'N/A' }}
Inception Date {{ (selectedModel.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}
Minimum initial investment {{ (selectedModel.minimumInitialInvestment | currency:$:0) || 'N/A' }}
Estimated income per annum {{ selectedModel.returnInceptionAnnualised != null ? selectedModel.returnInceptionAnnualised + '%' : 'N/A' }} (including franking credits)

Fees

Reports

Portfolio Update
Portfolio Update
{{ i.title }}
{{ i.title }} Quarterly Report

Get the right mix of income and growth for your portfolio