Returns

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Average
per
annum*
Total
Defensive 8.8% 1.3% 7.4% -1.3% 4.7% 2.8% -4.4% 17.7% 3.9% 5.4% -19.6% 11.3% 10.7% 1.2% 3.4% 55.4%
Moderately defensive 10.1% 3.2% 10.0% 1.5% 5.4% 3.6% -3.7% 20.6% 4.2% 8.0% -21.0% 13.4% 12.0% 1.6% 4.8% 84.6%
Neutral 12.2% 5.7% 11.1% 4.9% 6.4% 4.6% -2.7% 22.7% 4.5% 11.2% -22.5% 15.6% 13.3% 2.1% 6.3% 121.3%
Aggressive 13.9% 8.3% 14.8% 7.9% 7.3% 5.8% -1.7% 26.1% 6.4% 14.7% -24.5% 18.3% 15.0% 2.6% 8.1% 176.6%
Very aggressive 15.4% 9.6% 16.7% 10.1% 8.5% 6.4% -1.1% 29.3% 7.6% 18.6% -26.2% 20.0% 16.3% 3.1% 9.4% 224.7%
The returns shown are net of fees. Geometric average 2012 –January 2025  for the asset management risk profiles. The value of your investments may fluctuate. Past performance is no guarantee of future results.