Synergy Portfolios

Synergy offers investors a choice of seventeen different portfolio options based on their preference for risk, expected return and their time horizon. An adviser will guide the investor on the appropriate portfolio for their circumstances. The investment objective of each of the portfolio options is to outperform the respective weighted average benchmark indices of the asset classes making up the portfolio, on a gross basis (so before tax, fees and other expenses have been taken into account) over the period of the minimum time horizon for which the portfolio is stated as being suitable.

MODEL PORTFOLIOS

PORTFOLIO
RETURNS

Period ending 30 Sep 2019 20/80 30/70 40/60 50/50 60/40 70/30 80/20 90/10 98/2 SRI
30/70
SRI
50/50
SRI
80/20
SRI
98/2
PIE
30/70
PIE
50/50
PIE
80/20
PIE
98/2
3m 2.30% 2.67% 2.86% 2.98% 3.04% 3.00% 2.90% 2.72% 2.54% 3.30% 3.85% 4.36% 4.51% 2.70% 2.90% 3.13% 3.22%
6m 5.02% 5.82% 6.27% 6.60% 6.78% 6.80% 6.73% 6.43% 6.14% 6.97% 8.19% 9.40% 9.84% 5.87% 6.62% 7.62% 8.13%
12m 7.46% 7.48% 7.12% 6.61% 5.94% 5.09% 4.13% 2.93% 1.91% 9.10% 9.02% 8.15% 7.27% 8.27% 7.73% 6.63% 5.77%
Since inception 6.02% 6.88% 7.60% 8.32% 8.98% 9.59% 10.18% 10.71%

11.09%

N/A N/A N/A N/A N/A N/A N/A N/A
Model portfolio returns are for the period ending 30 September 2019. All performance numbers are in New Zealand dollars and are net of fund management fees, but before custodial, administration and adviser fees, and before tax. Client returns will differ from model portfolio returns above due to differing cashflow timing.
Synergy SRI portfolios were launched on 1 April 2017. Synergy PIE portfolios were launched on 1 April 2018.
The since inception row is the annualised performance since the launch of Synergy in October 2015. Prior to 1 October 2018 the Synergy portfolios were administered by another DIMS licensee.
SRI 30/70

SRI 30/70

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SRI 50/50

SRI 50/50

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SRI 80/20

SRI 80/20

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SRI 98/2

SRI 98/2

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PIE 30/70

PIE 30/70

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PIE 50/50

PIE 50/50

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PIE 80/20

PIE 80/20

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PIE 98/2

PIE 98/2

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