We are pleased to share the latest performance report for the APS Foundation’s general portfolio. The report is for the 6-month period ended 31 December 2022.

The investment objective of the Foundation is to achieve a return after fees at least equal to CPI inflation + 4% per annum, measured over rolling 7-year periods. For the seven years to 31 December 2022, the general portfolio return was 7.3% per annum, compared to the return objective of 6.7% per annum. The general portfolio’s return since inception in mid-2012 is 10.0% compound per annum.

Download the general portfolio performance report

We once again extend special thanks to the fund managers and investment service providers who provide the APS Foundation with their services on a pro or low bono basis. Their generous support ensures that we can receive leading investment management services, maintain our modest fee, and in turn maximise funds for the community.