Synergy Portfolios

Synergy offers investors a choice of 22 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 PORTFOLIO RETURNS

 

Standard Portfolios

Period ending
30 Jun 2020
20/80 30/70 40/60 50/50 60/40 70/30 80/20 90/10 98/2
3m 5.36% 6.68% 7.94% 9.15% 10.26% 11.52% 12.70% 13.78% 14.72%
6m 0.10% -1.15% -2.57% -4.03% -5.59% -7.14% -8.80% -10.48% -11.81%
12m 2.51% 1.88% 1.07% 0.14% -0.94% -2.00% -3.24% -4.52% -5.55%
Since Oct 2015 5.09% 5.59% 5.97% 6.33% 6.62% 6.89% 7.11% 7.28%

7.38%

The Synergy investment programme was launched 1 October 2015, with the above 9 portfolios.

SRI Portfolios

Period ending
30 Jun 2020
SRI
20/80
SRI
30/70
SRI
40/60
SRI
50/50
SRI
60/40
SRI
70/30
SRI
80/20
SRI
90/10
SRI
98/2
3m 6.26% 7.24% 9.10% 9.80% 11.82% 13.23% 14.06% 16.27% 17.01%
6m N/A 1.43% N/A -0.46% N/A N/A -3.59% N/A -5.61%
12m N/A 5.28% N/A 4.91% N/A N/A 3.74% N/A 2.77%
Since Apr 2017 N/A 6.23% N/A 7.07% N/A N/A 7.96% N/A​

8.32%

The first four Synergy SRI portfolios (30/70, 50/50, 80/20, 98/2) were launched on 1 April 2017. The remaining five Synergy SRI portfolios were launched on 1 April 2020.

PIE Portfolios

Period ending
30 Jun 2020
PIE
30/70
PIE
50/50
PIE
80/20
PIE
98/2
3m 5.83% 8.23% 12.06% 14.52%
6m 0.50% -1.62% -4.67% -6.43%
12m 4.16% 3.37% 2.20% 1.50%
Since Apr 2018 6.05% 6.33% 6.59%

6.65%

Synergy PIE portfolios were launched on 1 April 2018.
Returns for 22 model portfolios are for the period ending 30 June 2020. 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. Prior to 1 October 2018 the Synergy portfolios were administered by another DIMS licensee.

 


 

SYNERGY PORTFOLIOS

Synergy offers investors a choice of 22 different portfolios. This includes nine classic portfolios, nine socially responsible investing (SRI) portfolios and four portfolio investment entity (PIE) portfolios. Click on the links below to find out more about each of the portfolios.

SRI 20/80

SRI 20/80

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SRI 30/70

SRI 30/70

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SRI 40/60

SRI 40/60

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SRI 50/50

SRI 50/50

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SRI 60/40

SRI 60/40

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SRI 70/30

SRI 70/30

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SRI 80/20

SRI 80/20

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SRI 90/10

SRI 90/10

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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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FUND
FEES AND COSTS

Fund fees and costs payable as part of Synergy are subject to change. Transaction costs can be especially prone to change during periods of extreme market volatility. For the most up to date transaction costs, please see the full fund fees and costs page. 

Full fund fees and costs