Overview

On the Performance page, once you are logged into your account, you are presented with a range of performance data for your portfolio (note that these returns are after fees and before tax).  This page brings together data for the funds and/or term deposits you have held, along with life-time historical data from Morningstar.

 

Your portfolio – data table

In the table of data above we provide return information for the past calendar month, the past 12 months and from the date you created your portfolio (since inception).  This data is presented in both dollar ($) and percentage (%) terms.

Your portfolio – the chart

 

This chart above shows you, in dollar terms, the returns each of the assets you currently hold, have returned.  You can sort the chart data by asset name or by return value.  Please note that the chart does not show the realised gains/losses from assets you no longer hold.

Morningstar advanced chart

You can also click on the more link, alongside each of the assets, to display a chart of the lifetime performance of that asset (this chart is supplied by Morningstar).