VMAPS — Performance

Model performance & profiles.

01 — About these figures

A guide, not a guarantee.


Performance may vary across investor portfolios due to execution timing and trading opportunities. As advised investor account-level performance can deviate from the models’ stated performance, the figures here are provided as a guide only and reflect the performance of an equivalent strategy from the underlying model manager.

VMAPs Performance Summary · Net of Fees · As at 30 June 2026
Fund / Model Name1 Year3 Yrs (p.a.)5 Yrs (p.a.)7 Yrs (p.a.)As AtProfile
Morningstar
Ventura Morningstar Defensive Model3.90%5.33%2.98%2.71%30 Jun 2026📄
Ventura Morningstar Conservative Model5.53%6.55%4.05%3.89%30 Jun 2026📄
Ventura Morningstar Balanced Model7.74%8.37%5.70%5.51%30 Jun 2026📄
Ventura Morningstar Growth Model10.26%10.48%7.68%7.48%30 Jun 2026📄
Ventura Morningstar High Growth Model12.57%12.29%9.39%9.19%30 Jun 2026📄
Ventura Morningstar All Growth Model13.03%12.72%9.50%9.23%30 Jun 2026📄
Ventura Diversified Income Model6.31%7.62%5.00%4.95%30 Jun 2026📄
Ventura Australian Income Model6.51%12.76%10.56%8.87%30 Jun 2026📄
Dimensional
Ventura Dimensional Defensive Model6.16%6.08%3.12%2.99%30 Jun 2026📄
Ventura Dimensional Conservative Model8.27%7.79%4.31%4.42%30 Jun 2026📄
Ventura Dimensional Balanced Model10.64%9.95%5.45%6.00%30 Jun 2026📄
Ventura Dimensional Growth Model13.50%12.16%7.18%7.85%30 Jun 2026📄
Ventura Dimensional High Growth Model17.54%13.93%8.80%9.27%30 Jun 2026📄
Ventura Dimensional High Growth Plus Model19.07%14.98%9.83%10.15%30 Jun 2026📄
Russell
Ventura Russell Conservative Model6.41%6.24%3.24%3.83%31 May 2026📄
Ventura Russell Diversified 50 Model8.30%8.07%4.70%5.44%31 May 2026📄
Ventura Russell Balanced Model9.60%9.92%6.20%6.93%31 May 2026📄
Ventura Russell Growth Model11.02%11.54%7.29%8.08%31 May 2026📄
Ventura Russell High Growth Model11.59%12.91%8.10%9.16%31 May 2026📄
Bennelong
Ventura Bennelong Australian Core Equity Model-19.25%-2.34%-5.34%30 Jun 2026📄
Centrepoint
Ventura Centrepoint Active Balanced Model7.16%8.50%4.65%30 Jun 2026📄
Ventura Centrepoint Active Conservative Model6.23%7.11%3.74%30 Jun 2026📄
Ventura Centrepoint Active Defensive Model5.33%6.06%3.21%30 Jun 2026📄
Ventura Centrepoint Active Growth Model7.47%9.78%5.38%30 Jun 2026📄
Ventura Centrepoint Active High Growth Plus Model9.66%12.03%6.72%30 Jun 2026📄
Ventura Centrepoint Active High Growth Model9.04%11.25%6.23%30 Jun 2026📄
Ventura Centrepoint Low Cost Balanced Model8.67%9.09%5.05%30 Jun 2026📄
Ventura Centrepoint Low Cost Conservative Model6.34%7.23%3.90%30 Jun 2026📄
Ventura Centrepoint Low Cost Defensive Model4.92%5.75%2.82%30 Jun 2026📄
Ventura Centrepoint Low Cost Growth Model10.68%11.13%6.53%30 Jun 2026📄
Ventura Centrepoint Low Cost High Growth Plus Model13.67%13.74%8.84%30 Jun 2026📄
Ventura Centrepoint Low Cost High Growth Model12.33%12.62%7.79%30 Jun 2026📄