Where can I see the performance of my investments?

You can view the performance of your investments by navigating to the ‘Performance’ tab within your InvestNow account.
By default, the ‘Performance tab’ displays the performance of your selected portfolio over the past 12 months using the ‘My Returns’ or Extended Internal Rate of Return (XIRR) calculation methodology, which reflects your personal or ‘real world’ returns generated from your investments.

You can customise the performance information displayed using the ‘Filter’ menu at the top of the ‘Performance’ tab. This allows you to:

• select different performance time periods or date ranges;
• switch between percentage (%) and dollar ($) returns;
• view performance on either a before-tax or after-tax basis; and
• choose which performance calculation methodology you would like to use.