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Portfolios

Written by Union Room on 29th January 2025 Time to read: 0 minutes
Annualised* 31 May 25 – 31 May 26 31 May 24 – 31 May 25 31 May 23 – 31 May 24 31 May 22 – 31 May 23 31 May 21 – 31 May 22 Since Launch* Factsheet
Aggressive Portfolio +9.7% +29.4% +6.0% +15.3% -2.4% +0.5% +168.0% Download
Capital Growth Portfolio +8.3% +24.0% +5.8% +12.6% -2.2% -1.0% +134.1% Download
Balanced Portfolio +6.5% +19.2% +5.9% +10.5% -2.9% -2.3% +96.1% Download
Cautious Portfolio +5.0% +15.7% +5.5% +8.2% -3.1% -2.6% +68.5% Download
Defensive Portfolio +3.3% +10.9% +4.4% +6.0% -3.5% -2.4% +41.2% Download

 

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