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 Accumulation Portfolios — Performance Summary · Net of Fees · As at 31 August 2026 |
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| Portfolio / Benchmark | 1 Month | 3 Months | 6 Months | 1 Year | 2 Year | As At | Profile |
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| Accumulation | | | | | | | |
| iQ Accumulation Conservative | 0.56% | 1.63% | 2.68% | 5.18% | 6.45% | 31 Aug 2026 | 📄 |
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| iQ Accumulation Balanced | 0.85% | 2.28% | 3.19% | 5.62% | 7.29% | 31 Aug 2026 | 📄 |
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| iQ Accumulation Growth | 1.09% | 2.76% | 4.13% | 6.41% | 8.70% | 31 Aug 2026 | 📄 |
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| iQ Accumulation High Growth | 1.28% | 3.07% | 4.91% | 6.69% | 9.51% | 31 Aug 2026 | 📄 |
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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 Income Portfolios — Performance Summary · Net of Fees · As at 31 August 2026 |
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| Portfolio / Benchmark | 1 Month | 3 Months | 6 Months | 1 Year | 2 Year | As At | Profile |
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| Income | | | | | | | |
| iQ Income Conservative | 0.36% | 2.04% | 2.23% | 5.45% | 5.80% | 31 Aug 2026 | 📄 |
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| iQ Income Balanced | 0.45% | 2.85% | 2.93% | 6.99% | 7.05% | 31 Aug 2026 | 📄 |
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| iQ Income Growth | 0.40% | 3.47% | 3.55% | 8.30% | 8.35% | 31 Aug 2026 | 📄 |
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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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