Keep in mind that the past performance is not a reliable indicator of future performance. The value of your investment can rise or fall in value. Future returns may be affected by a range of factors including economic and market influences.

The performance of your investments may also differ from those stated. This may be as a result of differences in individual portfolio holdings, investment allocation weights, fees and timing of investments. The actual performance of your investments can be viewed via the Secure Portal.

Model Portfolios

Legg Mason Asset Management Australia Ltd is the investment manager of the Model Portfolios available through partnervest.

The responsible entity of partnervest, OneVue and Legg Mason Asset Management Australia Ltd have entered into an arrangement to make the Model Portfolios available for investment through partnervest.

Investment performance is based on the notional Model Portfolio and an initial investment amount of $20,000. Performance is quoted after the Direct Investment Management fee of 0.15% but before taxes, administration fees and transaction costs. It also assumes reinvestment of distributions. Performance figures are shown from 1 July 2012 and are updated monthly.

Managed Funds

The individual Managed Funds listed below have an investment strategy determined and monitored by each fund’s responsible entity. Refer to the fund’s Disclosure Documents which can be found in the Secure Portal. Returns are as disclosed by the responsible entity.

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Investment period

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Performance as at: 31 January 2021

Performance as at: 31 January 2021

Past performance is not a reliable indicator of future performance. Please note all performance figures are after investment fees and costs but before administration fees. Please see the Product Disclosure Statement for further information in regards to fees.


Inception date for performance calculations is 1 July 2012 unless otherwise specified.

Inception 1 January 2017.

Inception 1 December 2017.