AM&A Model Portfolios

Performance Data to 31 December 2023

The following table shows examples of percentage returns of AM&A risk rated model portfolios and market benchmarks using prices at the end of the last calendar month over the last month, 3 months, 6 months, year to date, 1, 3, 5 and 10 years. Please note that these examples are for illustrative purposes only, include fund manager fees but exclude platform and advisor fees on the actual returns.

Please note that pension fund and life fund performance can differ from unit trust/OEIC performance due to the underlying taxation treatment that past performance is not a reliable indicator of future returns and the value of investments can go down as well as up. We endeavour to ensure that the data below is accurate to the best of our knowledge. However, we rely on information that is provided to us by third parties and this may therefore not always be correct and/or up to date. As such, we cannot accept liability for any reliance placed on this third party-produced information.

Source: Financial Express, 1 January 2024