iQ Portfolios

Performance.

Returns across the Accumulation and Income ranges measured against their CPI benchmarks over five horizons.

01 · Range

iQ Accumulation Portfolios.

Portfolio performance vs CPI benchmarks across risk profiles.

iQ Portfolios — Master Performance Summary · Net of Fees · As at 31 May
Portfolio / Benchmark1 Month3 Months6 Months1 Year2 YearAs At
Accumulation
iQ Accumulation Conservative1.57%1.03%2.32%5.93%7.27%31 May 2026
iQ Accumulation Balanced1.85%0.88%1.84%6.55%8.04%31 May 2026
iQ Accumulation Growth2.42%1.33%2.13%7.82%9.42%31 May 2026
iQ Accumulation High Growth2.74%1.79%1.95%8.26%10.26%31 May 2026
02 · Range

iQ Income Portfolios.

Performance vs CPI benchmarks. The Income range carries less risk and has a dual objective: regular income and capital preservation.

iQ Portfolios — Master Performance Summary · Net of Fees · As at 30 June 2026
Portfolio / Benchmark1 Month3 Months6 Months1 Year2 YearAs At
Income
iQ Income Conservative1.01%2.80%3.13%5.87%6.85%30 Jun 2026
iQ Income Balanced1.30%3.56%4.00%7.40%8.33%30 Jun 2026
iQ Income Growth1.59%4.54%4.85%8.99%9.89%30 Jun 2026

Returns shown are net of investment fees and gross of tax. Past performance is not a reliable indicator of future performance. For full disclosure documents see Forms & Disclosures.

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