With a year under our belt we are really pleased with how the three funds in the range have performed. Each has delivered a positive return and they have stacked up well relative to similar risk targeted offerings irrespective of whether they are being managed actively or passively. As at 9 November 2018, the Growth, Balanced and Cautious Funds were ranked 1st, 2nd and 3rd in the IA Volatility Managed Sector over 1 year.**
Past performance should not be seen as an indication of future performance. A key driver of this success has been active risk management. Having an emphasis on taking appropriate risk at all times we have also managed to protect investors from significant losses. The adage that the best way to make money for investors is not to lose money is even more appropriate in volatile times.