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Performance Summary

Important note: Each investor has their own performance based on the amount invested, the tilts and the screens chosen. The figures below are the returns for indicative portfolios without any screens or tilts.


Click here for full performance reports.

Growth Portfolios

These are the higher growth portfolios. While we expect higher returns over time, they are higher risk and likely to be more volatile.

Global Direct Index

Global Direct Index
Period Return
1m -8.2%
3m -10%
1y 10.2%
3y 15.1% p.a.
Incept. 16.5% p.a.

Tactical Growth

Tactical Growth
Period Return
1m -3.1%
3m -0.2%
1y 7.5%
5y 6.1% p.a.
Incept. 7.5% p.a.

Core International

Core International
Period Return
1m -4.7%
3m -0.7%
1y 11.2%
5y 12.4% p.a.
Incept. 12.9% p.a.

Australian Direct Index

Australian Direct Index
Period Return
1m -3.6%
3m -4%
1y 3%
3y 6.1% p.a.
Incept. 9.2% p.a.

Core Australia

Core Australia
Period Return
1m -2%
3m -1%
1y 6.6%
5y 11.3% p.a.
Incept. 7.6% p.a.

Defensive Portfolios

These are the defensive portfolios. They are considerably less volatile than the growth portfolios. 

Tactical Accumulation

Tactical Accumulation
Period Return
1m -1.4%
3m 0.5%
1y 4.9%
5y 1.9% p.a.
Incept. 3.5% p.a.

Tactical Income

Tactical Income
Period Return
1m -0.4%
3m 1.8%
1y 4.8%
5y 1.5% p.a.
Incept. 3.1% p.a.

Bond Direct Index

Bond Direct Index
Period Return
1m 0.1%
3m 1.5%
1y 3.1%
3y 0.4% p.a.
Incept. -1.6% p.a.
Past performance is not an indication of future performance. The above returns are per annum if longer than one year, after investment fees but before administration fees. Administration fees vary by the dollar amount invested, family discounts and by investment platform. Inception returns are per annum from 31 July 2017 for Active or Tactical funds and 1 January 2021 for Direct Index.