PERFORMANCE

Compare investment option performance
Returns (% p.a.) as at 30 September 2025*
Sector FYTD 12 months 3 years 5 years
US Shares 8.92% 28.85% 29.25% 25.68%
Australian Shares 6.20% 12.77% 12.21% 15.96%
*compounded annual growth rates are calculated without factoring transaction fees and other costs
Investments over time
*The Quantora Model Portfolio Performance is based on the following assumptions:
  • Implementing the Investment Allocation formula
  • Using the share price at the time of the trade signal
  • Trade signals in the Model Portfolio are simulated trades and the calculated returns (for the default option) are before costs including transaction costs, FX costs, taxes, and fees
  • Simulated trade signals and returns are not subject to price slippage that may occur during live trade execution
  • Real returns may be different due to the above factors
  • Calculated returns do not include any dividends payable
  • Past performance does not indicate future performance
  • Model Portfolio Performance is to demonstrate the performance of Quantora and its trade signals