Portfolio Performance

The following table details the past performance of all Synergy portfolios over a range of time periods. This performance information is updated on a quarterly basis. Where no performance information is specified, the portfolio will not have been in existence for that time period.

Portfolio returns for the period ending 31 March 2021

Classic Portfolios

Portfolio returns* 1 year 3 years 5 years Since inception
20% Growth / 80% Income Portfolio
10.90% 5.28% 5.16% 5.36%
30% Growth / 70% Income Portfolio
15.02% 6.07% 6.11% 6.25%
40% Growth / 60% Income Portfolio
19.42% 6.81% 7.02% 7.09%
50% Growth / 50% Income Portfolio
23.94% 7.46% 7.90% 7.91%
60% Growth / 40% Income Portfolio
28.55% 8.04% 8.73% 8.68%
70% Growth / 30% Income Portfolio
33.53% 8.59% 9.56% 9.45%
80% Growth / 20% Income Portfolio
38.57% 9.05% 10.33% 10.18%
90% Growth / 10% Income Portfolio
43.77% 9.44% 11.07% 10.87%
98% Growth / 2% Income Portfolio
48.15% 9.72% 11.64% 11.41%

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

SRI Portfolios

Portfolio returns* 1 year 3 years 5 years Since inception
20% Growth / 80% Income Portfolio
10.62% - - 10.62%
30% Growth / 70% Income Portfolio
14.24% 7.27% - 6.71%
40% Growth / 60% Income Portfolio
19.18% - - 19.18%
50% Growth / 50% Income Portfolio
22.72% 9.33% - 8.69%
60% Growth / 40% Income Portfolio
28.25% - - 28.25%
70% Growth / 30% Income Portfolio
33.10% - - 33.10%
80% Growth / 20% Income Portfolio
37.28% 12.14% - 11.47%
90% Growth / 10% Income Portfolio
43.56% - - 43.56%
98% Growth / 2% Income Portfolio
47.39% 13.69% - 13.05%

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

PIE Portfolios

Portfolio returns* 1 year 3 years 5 years Since inception
30% Growth / 70% Income Portfolio
12.07% 6.52% - 6.52%
50% Growth / 50% Income Portfolio
19.68% 8.28% - 8.28%
80% Growth / 20% Income Portfolio
32.07% 10.81% - 10.81%
98% Growth / 2% Income Portfolio
40.13% 12.25% - 12.25%

Consilium PIE portfolios were launched on 1 April 2018.

MyFiduciary Portfolios

Portfolio returns* 1 year 3 years 5 years Since inception
25% Growth / 75% Income Portfolio
- - - 2.93%
40% Growth / 60% Income Portfolio
- - - 5.46%
55% Growth / 45% Income Portfolio
- - - 7.90%
70% Growth / 30% Income Portfolio
- - - 10.40%
85% Growth / 15% Income Portfolio
- - - 12.88%
98% Growth / 2% Income Portfolio
- - - 15.09%

The MyFiduciary portfolios were launched on 1 September 2020.

*All returns are in New Zealand dollars and are net of fund management fees, but before custodial, administration and adviser fees, and before tax. Returns are calculated by compounding monthly returns and may be subject to rounding error. Returns are annualised for time periods greater than one year. The model portfolio returns presented above are based on an annual rebalance. Client gross returns will differ from model portfolio performance due to numerous factors, including, but not limited to, differing rebalance timing and/or rounding. This information is intended to be of a general nature and does not take into account your financial situation or goals and is not personalised advice. Past performance is no guarantee of future performance. Please note these returns are not intended to meet the requirements of Schedule 21 of the Financial Markets Conduct Regulations (FMC Regulations). To view model portfolio returns after fees and before tax (as required by Schedule 21 of the FMC Regulations), please see the relevant Investment Proposal.