Performance

Annualized

FundSince Incept.1-Mth3-Mth6-MthYTD1-Yr3-Yr5-Yr7-Yr10-YrDate of Incept.
Morningstar Aggressive Portfolio2.53 1.39 15.04 -7.17 -7.17 -0.82 2.95 ---15/05/2017
Morningstar Aggressive Benchmark**5.80 1.86 14.33 -2.62 -2.62 4.32 6.74 --- 
Morningstar Balanced Portfolio3.22 1.52 11.39 -1.61 -1.61 2.61 3.66 ---15/05/2017
Morningstar Balanced Benchmark**5.50 1.59 10.45 1.35 1.35 5.96 6.39 --- 
Morningstar Conservative Portfolio2.86 1.55 7.58 2.68 2.68 4.01 3.27 ---15/05/2017
Morningstar Conservative Benchmark**4.65 1.16 5.72 5.18 5.18 6.97 5.43 --- 
Morningstar Growth Portfolio2.45 1.43 13.18 -5.39 -5.39 -0.00 2.84 ---15/05/2017
Morningstar Growth Benchmark**5.69 1.73 12.62 -0.91 -0.91 5.05 6.61 --- 
Morningstar Moderate Portfolio2.99 1.48 9.56 0.40 0.40 3.26 3.46 ---15/05/2017
Morningstar Moderate Benchmark**5.14 1.39 8.13 3.36 3.36 6.58 5.98 --- 

Calendar-Year

Fund2010201120122013201420152016*201720182019Date of Incept.
Morningstar Aggressive Portfolio-------5.69 -6.78 18.22 15/05/2017
Morningstar Aggressive Benchmark**-------5.39 -3.08 20.18  
Morningstar Balanced Portfolio-------2.73 -3.16 12.80 15/05/2017
Morningstar Balanced Benchmark**-------2.80 -0.84 14.66  
Morningstar Conservative Portfolio-------0.10 -0.59 6.89 15/05/2017
Morningstar Conservative Benchmark**-------0.01 1.58 8.09  
Morningstar Growth Portfolio-------4.18 -5.62 15.96 15/05/2017
Morningstar Growth Benchmark**-------4.26 -2.09 17.78  
Morningstar Moderate Portfolio-------1.38 -2.15 10.08 15/05/2017
Morningstar Moderate Benchmark**-------1.39 0.38 11.41