Model Portfolios

Online Model Portfolios

Moderately Defensive
Balanced
Growth
High Growth
Socially Responsible
High Income
1 Month
0.01%
(0.18%)
(0.37%)
(0.47%)
(0.33%)
0.43%
3 Months
(1.91%)
(3.20%)
(4.63%)
(5.90%)
(2.48%)
0.10%
6 Months
(2.83%)
(3.77%)
(5.03%)
(5.80%)
(4.43%)
(0.49%)
1 Year
(5.02%)
(5.78%)
(6.76%)
(7.23%)
(8.19%)
(1.38%)
Since Inception (annualised)
0.06%
1.68%
3.51%
5.74%
3.17%
(1.34%)

IMPORTANT INFORMATION:

i. Performance data current as at 31 August 2022

ii. As at the 31st August 2020, Collins House Online is utilising a new investment platform, OpenInvest Ltd, and will be replicating 4 of the Model Portfolios managed by Collins House Private Wealth, namely Moderately Defensive, Balanced, Growth, and High Growth

iii. Past performance is not a reliable indicator of future performance, and the above information is of a general nature only and should not be considered as personal financial advice that takes into account your individual objectives, needs or circumstances.

iv. The High Income 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. The funds inception date is February 22, 2021.