Offshore Model Portfolios

Performance to 30 June 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-Medium3.70%3.30%7.80%8.70%4.60%4.60%4.50%4.60%
FundHouse Global BalancedMedium-High7.90%6.10%13.60%11.70%5.60%7.60%7.60%7.10%
FundHouse Global EquityHigh12.70%8.20%19.50%17.30%8.30%12.50%11.90%11.30%
FundHouse Global Capital GrowthHigh10.80%7.30%16.60%15.10%7.30%10.30%10.30%10.00%