PERFORMANCE

MODEL PORTFOLIOS REPORTS

Explore past performance and read the latest Quarterly Reports for Enhanced Asset Management’s Model Portfolios.

explore our reports


Portfolio and Benchmark 3 Months6 Months1 Year2 Years3 YearsSince Inception#
Conservative Portfolio2.86%7.34%7.19%9.80%8.33%3.26%
Balanced Portfolio4.18%10.64%10.54%13.42%11.65%5.51%
Growth Portfolio5.47%14.25%14.09%16.68%14.92%7.88%
High Growth Portfolio6.84%16.53%16.29%19.22%17.55%11.48%

* Data as at 31 October 2025

#Inception Dates:

  • Conservative - 20 July 2020

  • Balanced - 10 December 2019

  • Growth - 9 December 2019

  • High Growth - 4 June 2020

Unless otherwise stated, all performance figures are provided net of fees and are on a pre-tax basis. The information has been prepared for the purpose of providing general information, without taking into account your particular objectives, financial circumstances or needs. You should obtain and consider a copy of the Managed Portfolio Disclosure Document(s) relating to Enhanced Asset Management’s Portfolios before making a decision to invest.

While the information has been prepared with all reasonable care, Enhanced Asset Management (Enhanced) makes no representation or warranty as to the accuracy or completeness of any statement in this information, including any forecasts, nor does Enhanced guarantee the performance of the Portfolios or the repayment of any investor’s capital. To the extent permitted by law, neither Enhanced, including their employees, consultants, advisers, officers or authorised representatives, are liable for any loss or damage arising as a result of reliance placed on the contents of this report. Past performance is not indicative of future performance.

This report was prepared by Enhanced Asset Management (‘Enhanced’). ABN 65 635 499 857. Corporate Authorised Representative of Oreana Financial Services Ltd ABN 91 607 515 122 (CAR 1278093). Australian Financial Services Licensee No. 482234

2025 REPORTS

2024 REPORTS

2023 - 2021 REPORTS