Investment Returns Data
Last updated: April 10, 2025
Conservative Portfolio
5.4%
Annual return (last 12 months)
Balanced Portfolio
7.2%
Annual return (last 12 months)
Growth Portfolio
8.6%
Annual return (last 12 months)
Portfolio Returns
Historical performance data from Morningstar
Asset Allocation (Balanced Portfolio)
Current asset allocation breakdown
Balanced Portfolio Returns
Historical performance data for the Balanced portfolio
| Period | Return | Benchmark | Outperformance |
|---|---|---|---|
| 1 Month | 0.6% | 0.5% | +0.1% |
| 3 Months | 1.8% | 1.7% | +0.1% |
| 6 Months | 3.5% | 3.3% | +0.2% |
| 1 Year | 7.2% | 6.8% | +0.4% |
| 3 Years (p.a.) | 6.5% | 6.1% | +0.4% |
| 5 Years (p.a.) | 6.2% | 5.8% | +0.4% |