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Why itrust invest?

No initial set up fee

actively managed high-quality investment funds

itrust invest is an ASIC- registered fund

Simple, affordable and secure, itrust invest gives you access to actively managed funds and opportunities with a track record of growth, and greater returns than long term cash savings accounts. Don’t settle for cash returns. Over time through compounding, your investment will give your children a significant leg up, right out of the gates.

Cash vs Investment

wdt_ID % Year Term (1) Cash (2) Magellan Global Fund (3) Gold (4)
1 1 Year 0.0 8.5 -12.5
2 3 Year 0.6 11.6 10.7
3 5 Year 1.1 14.3 6.7
4 10 Year 1.9 16.7 3.4
5 Since inception 11.8 8.1
Comparison

*as at 31/10/21

1 – Returns for periods longer than one year are annualised

2 – Morningstar Long Term Asset Class Returns

3 – Magellan Global Fund

4 – ETFS Physical Gold (ASX:GOLD)

Your investment options

Global Equities
Return per annum since inception. *As at 31/10/2021.
8.6%

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Invest in Gold
Return since 30/6/2020.

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Additional options and products coming soon!

itrust investment calculator

Drag the line in the investment calculator below to see how itrust invest can work for you and your family.


Calculator Disclaimer

The calculator does not constitute investment advice and you should always seek professional advice from a qualified financial advisor.
The calculator is designed as an educational tool and is not intended to reflect actual returns from investing in any asset, either historical or future. Certain assumptions have been used within the calculator to project theoretical returns at certain points in time; there is no guarantee that any investment will perform exactly as those displayed by the calculator.
You should always take account of your own circumstances and tolerance of risk and uncertainty when making a decision to invest in a particular asset class. This includes the likelihood that the financial returns resulting from that investment may not reflect any assumptions that existed at the time the investment was made.
The calculator assumes an initial investment of $1,000, and then regular contributions of $100 per month for the life of the investment. An annual compounding growth rate of 4.00% (Conservative), 6.00% (Moderate) or 9.00% (Growth) is then applied to these accumulated contributions (calculated monthly) to arrive at a theoretical value of these contributions (blue line). These same contributions are then shown without any growth rate applied (orange line), as well as if a theoretical cash growth rate of 0.50% were applied (black line).