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With $28 billion of assets under administration, Findex’s model portfolios have consistently outperformed benchmarks for over a decade*, a testament to our expertise and commitment to delivering consistent results.
Guided by a rigorous governance framework, the Findex Investment Committee ensures the highest standards of accountability and transparency. Composed of advisers, management representatives, researchers, and three independent members, including a client advocate, we prioritise your best interests at every stage of the investment journey.
Our personalised, comprehensive service, covers everything from advice to implementation and administration so you can focus on what matters most. Let us be your trusted partner on your path to a secure financial future.
*Comparison of the Findex Active Growth Listed MDA Model against the Morningstar Multi-Sector Growth Benchmark (60%-80% growth assets) shows that the Findex model outperformed by 0.82% p.a. over a three-year period and 1.72% p.a. over a five-year period to 31 March 2025. This performance is net of investment manager fees, but gross of any platform and/or financial advice fees.
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The information in this article is of a general nature only and does not take into account your objectives, financial situation, or needs. This performance data is historical data only and relates to the Findex model portfolio, which is operated on various Administrative platforms. Clients should be aware that the details of the Findex model portfolio may change from time to time and are subject to the factors set out below. Clients should keep this in mind when considering the example performance data. Findex models underlying managers performance data and calculations have been performed using Morningstar Direct. Morningstar Multisector Composite is an average of returns of funds within Morningstar with an allocation to growth assets as follows: Moderate (20-40% Growth), Balanced (40-60% Growth), Growth (60-80% Growth), and Aggressive (>80% Growth). Past performance is not an indication of future performance. Future performance and return of capital is not guaranteed. You should consider whether the information is suitable for you. Before you make any decisions in relation to a financial product, you should read the relevant Product Disclosure Statement (PDS), Information Statement, or Target Market Determination (TMD) and seek personal financial advice. For a full copy of our disclaimer, please refer to the Disclaimer and Disclosure link in the section below.
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