Find out
your risk
profile

Synergy
Portfolios

Synergy offers investors a choice of seventeen different portfolio options based on their preference for risk, expected return and their time horizon. An adviser will guide the investor on the appropriate portfolio for their circumstances.

 

MODEL
Portfolios

20% 80%

30% 70%

40% 60%

50% 50%

60% 40%

70% 30%

80% 20%

90% 10%

98% 2%

SRI30% 70%

SRI50% 50%

SRI80% 20%

SRI98% 2%

PIE30% 70%

PIE50% 50%

PIE80% 20%

PIE98% 2%

Growth

Income

PORTFOLIO
RETURNS

Period ending Dec 2018 20/80 30/70 40/60 50/50 60/40 70/30 80/20 90/10 98/2 SRI 30/70 SRI 50/50 SRI 80/20 SRI 98/2 PIE 30/70 PIE 50/50 PIE 80/20 PIE 98/2
3m -1.49% -2.89% -4.30% -5.71% -7.14% -8.58% -10.03% -11.49% -12.67% -2.65% -5.33% -9.43% -11.97% -2.45% -5.03% -9.00% -11.46%
6m -0.34% -1.40% -2.48% -3.58% -4.70% -5.85% -7.02% -8.21% -9.20% -0.94% -2.81% -5.80% -7.71% -0.61% -2.23% -4.86% 6.58%
12m 0.62% -0.31% -1.27% -2.28% -3.32% -4.41% -5.53% -6.69% -7.67% 0.41% -1.07% -3.58% -5.28% N/A N/A N/A N/A
Since inception 4.62% 5.19% 5.71% 6.24% 6.75% 7.24% 7.72% 8.19% 8.54% N/A N/A N/A N/A N/A N/A N/A N/A
Model portfolio returns are for the period ending 31 December 2018. All performance numbers are in New Zealand dollars and are net of fund management fees, but before custodial, administration and adviser fees, and before tax. Client returns will differ from model portfolio returns above due to differing cashflow timing.
Synergy SRI portfolios were launched on 1 April 2017. Synergy PIE portfolios were launched on 1 April 2018.
The since inception row is the annualised performance since the launch of Synergy in October 2015.

 

PORTFOLIO
Construction

Portfolio Construction Synergy Investments