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 December 2023
Classic Portfolios
| Portfolio returns* | 1 year | 3 years | 5 years | Since inception | |
| 7.66% | 0.31% | 3.02% | 3.64% | ||
| 8.19% | 0.89% | 3.84% | 4.37% | ||
| 9.17% | 1.73% | 4.74% | 5.12% | ||
| 10.23% | 2.64% | 5.63% | 5.87% | ||
| 11.13% | 3.70% | 6.55% | 6.63% | ||
| 12.57% | 4.78% | 7.50% | 7.40% | ||
| 13.76% | 5.91% | 8.41% | 8.14% | ||
| 15.15% | 7.28% | 9.41% | 8.93% | ||
| 16.22% | 8.40% | 10.21% | 9.55% |
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 | |
| 8.30% | -0.74% | - | 2.54% | ||
| 9.12% | -0.05% | 4.13% | 4.02% | ||
| 10.25% | 0.77% | - | 5.44% | ||
| 11.14% | 1.51% | 6.19% | 5.65% | ||
| 12.17% | 2.37% | - | 8.41% | ||
| 13.15% | 3.20% | - | 9.95% | ||
| 13.97% | 3.98% | 9.23% | 7.99% | ||
| 14.75% | 4.79% | - | 13.07% | ||
| 15.23% | 5.51% | 11.05% | 9.34% |
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 | |
| 8.10% | -0.63% | 3.33% | 3.14% | ||
| 8.93% | - | - | 5.60% | ||
| 9.76% | 0.65% | 5.08% | 4.54% | ||
| 10.76% | - | - | 7.35% | ||
| 13.05% | 2.81% | 7.85% | 6.69% | ||
| 15.37% | 4.21% | 9.58% | 7.98% |
The 40% Growth / 60% Income Portfolio and 60% Growth / 40% Income Portfolio were launched on 13 June 2022. The remaining four PIE portfolios were launched on 1 April 2018.
MyFiduciary Portfolios
| Portfolio returns* | 1 year | 3 years | 5 years | Since inception | |
| 8.59% | 1.90% | - | 2.53% | ||
| 9.41% | 2.72% | - | 3.70% | ||
| 10.2% | 3.22% | - | 4.57% | ||
| 11.13% | 3.63% | - | 5.37% | ||
| 11.91% | 4.05% | - | 6.17% | ||
| 12.60% | 4.67% | - | 7.09% |
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.
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