PAP Past Performance

This Portfolio aims to grow your wealth relative to the cost of living, with a medium to low risk of capital loss, over an investment horizon of at least six years.

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Performance is calculated pre-tax and after fees and expenses, assumes distribution reinvestment but does not take into account inflation. Neither past performance nor volatility is a reliable indicator of what may happen in the future. Neither capital nor returns are guaranteed.

 

Past performance (net returns as at 31 May 2020)
1 mth (%) 3 mths (%) 1 yr  (% pa) 2 yrs (% pa) 3 yrs (% pa) 6 yrs (% pa) Since inception (5/4/2011)

(% pa)

Profile Accumulation Portfolio (PAP) +2.4% -3.2% +2.3% +2.9% +3.1% +4.9% +5.6%
Australian equities1 +5.0% -9.0% -6.2% +1.8% +4.7% +5.4% +6.3%

PAP performance vs Australian equities

-2.7% +5.8% +8.6% +1.1% -1.6% -0.5% -0.7%%
Cash2 +0.0% +0.2% +1.0% +1.5% +1.6% +1.9% +2.5%

PAP performance vs cash

+2.4%
-3.4% +1.4% +1.4% +1.5% +2.9% +3.1%
Objective (CPI + 5% pa: over 6-yr periods) +0.6% +1.7% +7.0% +7.3% +7.5% +7.8% +8.1%

PAP performance vs objective

+1.8% -4.9% -4.6% -4.4% -4.4% -2.9% -2.4%

1 As measured by the S&P/ASX All Ordinaries (Accum), source: Lonsec

2 As measured by the Bloomberg Ausbond Bank Bill Index, source: Lonsec

Performance is calculated pre-tax and after fees and expenses, assumes distribution reinvestment but does not take into account inflation. Neither past performance nor volatility is a reliable indicator of what may happen in the future. Neither capital nor returns are guaranteed.  Portfolio comparisons versus Cash and Australian equities indices are provided for information and illustrative purposes only.  Note Cash and Australian equities are not stated benchmarks of the Portfolio and have very different risk characteristics compared to the Portfolio.

More information

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