iQ Portfolios
Performance.
Returns across the Accumulation and Income ranges measured against their CPI benchmarks over five horizons.
Data as at 31 December 2025
iQ Accumulation Portfolios.
Portfolio performance vs CPI benchmarks across risk profiles.
10.26% p.a. High Growth · 2 years (p.a.)
All four iQ Accumulation Portfolios outperformed their CPI Benchmarks over 1 year and 2 years. Accumulation High Growth delivered the strongest absolute return at 10.26% p.a. over 2 years.
iQ Income Portfolios.
Performance vs CPI benchmarks. The Income range carries less risk and has a dual objective: regular income and capital preservation.
9.89% p.a. Income Growth · 2 years (p.a.)
All three iQ Income Portfolios outperformed their CPI Benchmarks over 3 month, 6 month, 1 year and 2 years. Income Growth delivered the strongest absolute return at 9.89% p.a. over 2 years.
Returns shown are net of investment fees and gross of tax. Past performance is not a reliable indicator of future performance. Data as at 31 March 2026. For full disclosure documents see Forms & Disclosures.