Performance
WealthFoundations Super & TTR fund profiles
Our Models performance summary report provides a snapshot of the performance of all IPS Models.
Detailed fund profiles for each Model can be found below.
- WF IPS Index Base 50 (Super & TTR)
- WF IPS Index Base 70 (Super & TTR)
- WF IPS Index Base 100 (Super & TTR)
- WF IPS Active Dynamic 30 (Super & TTR)
- WF IPS Active Dynamic 50 (Super & TTR)
- WF IPS Active Dynamic 70 (Super & TTR)
- WF IPS Active Dynamic 90 (Super & TTR)
- WF IPS Active Strategic 30 (Super & TTR)
- WF IPS Active Strategic 50 (Super & TTR)
- WF IPS Active Strategic 70 (Super & TTR)
- WF IPS Active Strategic 85 (Super & TTR)
- WF IPS Active Strategic 100 (Super & TTR)
- WF IPS Index Dynamic 30 (Super & TTR)
- WF IPS Index Dynamic 50 (Super & TTR)
- WF IPS Index Dynamic 70 (Super & TTR)
- WF IPS Index Dynamic 90 (Super & TTR)
- WF IPS Index Strategic 30 (Super & TTR)
- WF IPS Index Strategic 50 (Super & TTR)
- WF IPS Index Strategic 70 (Super & TTR)
- WF IPS Index Strategic 85 (Super & TTR)
- WF IPS Index Strategic 100 (Super & TTR)
- WF IPS Active Australian Shares (Super & TTR)
- WF IPS Active International Shares (Super & TTR)
- WF IPS Money Market (Super & TTR)
- WF IPS Conservative Growth (Super & TTR)
- WF Guaranteed Cash (Super & TTR)
- WF IPS Income (Super & TTR)
- WF IPS Index Shares (Super &TTR)
- WF Cautious 30 (Super & TTR)
- WF Prudent 50 (Super & TTR)
- WF Assertive 70 (Super & TTR)
- WF Aggressive 95 (Super & TTR)
WealthFoundations Pension fund profiles
Our Models performance summary report provides a snapshot of the performance of all IPS Models.
Detailed fund profiles for each Model can be found below.
- WF IPS Index Base 50 (Pension)
- WF IPS Index Base 70 (Pension)
- WF IPS Index Base 100 (Pension)
- WF IPS Active Dynamic 30 (Pension)
- WF IPS Active Dynamic 50 (Pension)
- WF IPS Active Dynamic 70 (Pension)
- WF IPS Active Dynamic 90 (Pension)
- WF IPS Active Strategic 30 (Pension)
- WF IPS Active Strategic 50 (Pension)
- WF IPS Active Strategic 70 (Pension)
- WF IPS Active Strategic 85 (Pension)
- WF IPS Active Strategic 100 (Pension)
- WF IPS Index Dynamic 30 (Pension)
- WF IPS Index Dynamic 50 (Pension)
- WF IPS Index Dynamic 70 (Pension)
- WF IPS Index Dynamic 90 (Pension)
- WF IPS Index Strategic 30 (Pension)
- WF IPS Index Strategic 50 (Pension)
- WF IPS Index Strategic 70 (Pension)
- WF IPS Index Strategic 85 (Pension)
- WF IPS Index Strategic 100 (Pension)
- WF IPS Active Australian Shares (Pension)
- WF IPS Active International Shares (Pension)
- WF IPS Money Market (Pension)
- WF IPS Conservative Growth (Pension)
- WF Guaranteed Cash (Pension)
- WF IPS Income (Pension)
- WF IPS Index Shares (Pension)
- WF Cautious 30 (Pension)
- WF Prudent 50 (Pension)
- WF Assertive 70 (Pension)
- WF Aggressive 95 (Pension)
CMP fund profiles
CMP fund profiles and the performance summary report can be found on the Human Financial website here.
CFML Managed Funds fund profiles
CFML fund profiles can be found on the Human Financial website here.
If you would like more information on these funds, please speak to your adviser.
ClearView Managed Investments, Roll-Over Bond and Savings Bond
Top 10 holdings
Snapshots of the top 10 portfolio holdings for each of the underlying funds within WealthFoundations, the ClearView Managed Portfolios and the CFML Funds can be found here.
How your adviser can help
Before you make a decision to invest, it is important to read the disclosure documents for the investments you are considering. Your adviser can provide you with copies of the relevant disclosure documents.
For reports from previous quarters, please contact your adviser. You should also speak to your adviser if you have particular questions or wish to review your investments.