| Portfolios Name | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | Since Inception (Annualised) |
|---|---|---|---|---|---|---|
| Cash Capital Stable Income | 0.19% | 0.87% | 1.59% | 2.66% | 3.42% | 3.35% |
| Conservative Income | 1.62% | 4.45% | 7.06% | 12.95% | 9.44% | 9.25% |
| ESG Sustainable Balance | 1.54% | 3.98% | 7.00% | 16.00% | 10.02% | 9.82% |
| Income Maximiser Growth | 2.31% | 6.29% | 11.48% | 21.57% | 13.62% | 13.35% |
| India - High Growth | (0.44%) | (0.85%) | 8.09% | 20.44% | 16.48% | 16.15% |
| Australian Core | 3.09% | 4.66% | 9.12% | 19.47% | #N/A | 10.76% |
IMPORTANT INFORMATION:
i. Performance data current as at 30th September 2024
ii. As at 13/12/2022, Investor Desk is utilising a new investment platform, the OpenInvest Portfolio Service, and have started 6 new Model Portfolios (Cash Capital Stable, Conservative Income, ESG Sustainable Balanced, Income Maximiser Growth, Australian Core & India High Growth); managed by Investor Desk.
iii. Past performance is not a reliable indicator of future performance, and the above information should not be considered investment advice. This page provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs.
iv. The benchmark for above portfolios is historical CPI data. All performance results shown reflect the net returns based on the application of the current OpenInvest Portfolio Service fee structure.
v. The Model Portfolio returns are calculated using the net asset value at the start and end of the specified period after all fees have been deducted. Distributions are assumed to have been reinvested whilst no allowance has been made for tax.
vi. Figures presented inside parentheses (eg. “(12.67%)” ) represent negative values.
Laverne Securities Pty Ltd, ACN 629 216 477, T/As Investor Desk, is a Corporate Authorised Representative of Laverne Capital Pty Ltd (AFSL 482937). This service is administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available at https://www.investordesk.com.au/key-documents/. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.