Offshore Model Portfolios
Performance to 28 February 2025
* All Returns in US$, net of fees
Model Name | Risk Profile | 3-month Performance | 6-month Performance | 1-year Performance | 3-year Performance (annualised) | 5-year Performance (annualised) | 7-year Performance (annualised) | Since Inception (annualised) |
FundHouse Global Cautious | Low-Medium | 0.90% | 2.00% | 8.50% | 4.10% | 3.90% | 3.10% | 3.90% |
FundHouse Global Balanced | Medium-High | 0.60% | 1.20% | 8.80% | 4.50% | 6.90% | 4.50% | 6.00% |
FundHouse Global Equity | High | 0.20% | 3.20% | 12.70% | 7.30% | 11.70% | 8.30% | 9.80% |
FundHouse Global Capital Growth | High | 0.20% | 3.10% | 11.60% | 6.90% | 9.90% | 6.70% | 8.20% |
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