Performance Information

The qualifying criterion for funds in our WRAP Strategy portfolios is that all funds must be top quartile in their respective asset classes over 1, 3 and 5 years, thereby ensuring the most consistent performing funds are accessed.

Past performance is not a reliable indicator of future results.

On WRAP we only use clean share class funds with no initial charge.  All funds are daily priced and to qualify for selection they must have at least 3 years history.

Please see performance information below for portfolios Cautious, Balanced and Growth respectively, which shows the WRAP strategy’s performance against their benchmarks.

Strategy Cautious vs Strategy Benchmark

Strategy Balanced vs Strategy Benchmark


Strategy Growth vs Strategy Benchmark