Offshore Model Portfolios

Performance to 31 July 2026

* All Returns in US$, net of fees

Model NameRisk Profile3-month Performance6-month Performance1-year Performance3-year Performance (annualised)5-year Performance (annualised)7-year Performance (annualised)10-year Performance (annualised)Since Inception (annualised)
FundHouse Global CautiousLow-Medium2.30%2.70%8.70%8.40%4.80%4.70%4.40%4.60%
FundHouse Global BalancedMedium-High4.20%5.00%15.00%11.10%5.90%7.80%7.40%7.20%
FundHouse Global EquityHigh6.30%7.40%21.40%16.40%9.00%12.80%11.60%11.40%
FundHouse Global Capital GrowthHigh5.60%6.50%18.20%14.30%7.90%10.50%10.00%10.10%