You can access two forms of performance data for the funds we offer – the performance returns for funds you hold in your InvestNow portfolio, since you have held them, or historical performance data going back up to 10 years, where available.

Performance Data for My Funds

On your PERFORMANCE page we provide a simple bar chart which shows the returns for each asset you currently hold, since inception of your portfolio – you can sort this by the name of the asset or the value of the $ return.  We also provide, at the top of the page, the $ return(s) for any assets you no longer currently hold (click the image below to review the detail of what’s displayed).


Historical performance data for all funds offered on InvestNow

We provide monthly tables, including charts for the most recent month, detailing the historical performance for all funds currently available on InvestNow.  You can access those tables here.