Investments to suit every risk appetite
/investments/investment-choices/Growth of $20,000 invested in
Model Portfolios since inception*
/investments/investment-models-performance/
* Investment performance is based on the notional Model Portfolio and an initial investment amount of $20,000. Performance is quoted after the Direct Investment Management fee of 0.15% but before taxes, administration fees and transaction costs. It also assumes reinvestment of distributions. Performance figures are shown from 1 July 2012 and are updated monthly.
Past performance is not a reliable indicator of future performance. The performance of your investments may also differ from those stated. This may be as a result of differences in individual portfolio holdings, investment allocation weights, fees and timing of investments. The actual performance of your investments can be viewed via the Secure Portal.
Past performance is not a reliable indicator of future performance. The performance of your investments may also differ from those stated. This may be as a result of differences in individual portfolio holdings, investment allocation weights, fees and timing of investments. The actual performance of your investments can be viewed via the Secure Portal.
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/why-invest/is-it-for-you/Investments and Performance
As at 31st January 2018
- NAME1Yr pa %
- IFS Growth 8.8
- IFS Growth Benchmark 8.42
- IFS High Growth 12.2
- IFS High Growth Benchmark 11.74
- IFS Income Plus 5.8
- IFS Income Plus Benchmark 5.56
- IFS Secure 4.06
- IFS Secure Benchmark 3.77
- NAME1Yr pa %
- IFS Fixed Interest 3.39
- IFS Fixed Interest Benchmark 3.32
- IFS Australian Shares 12
- IFS Australian Shares Benchmark 11.3
- IFS International Shares 18.12
- IFS International Shares Benchmark 18.14
- IFS Property 7.02
- IFS Property Benchmark 5.86
- NAME1Yr pa %
- IFS Cash 2.17
- IFS Cash Benchmark 1.51
- IFS Balanced 6.73
- IFS Balanced Benchmark 6.77
- Perpetual Wholesale Australian Share Fund 10.31
- Perpetual Ethical SRI Fund 10.11
- Platinum International Fund 25.13
- Platinum Asia Fund 35.28