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Performance

Important note: Direct Indexing results in each investor having their own performance based on the amount invested, the tilts and the screens chosen.

The figures below are the returns for indicative portfolios without any screens or tilts.

Global Direct Index

Global Direct Index
Period Return
1m 4.2%
3m 10.1%
1y 11.9%
3y 21.9% p.a.
Incept. 18% p.a.

Return to 30 Jun 2025

Australian Direct Index

Australian Direct Index
Period Return
1m 1.8%
3m 9.6%
1y 12.4%
3y 13.5% p.a.
Incept. 10.9% p.a.

Return to 30 Jun 2025

Bond Direct Index

Bond Direct Index
Period Return
1m 1.3%
3m 2.6%
1y 6.4%
3y 2.6% p.a.
Incept. -0.9% p.a.

Return to 30 Jun 2025