A simple and affordable way to create high quality investment accounts for children

Global Equities Return Since Inception


AS AT 30 JUNE 2021

How it works

In the past, investing in high quality global investment funds and asset classes such as gold has been inaccessible to most people. We’ve changed that with iTrust.

Cash vs Investment

For as little as $10, you can invest in Global Equities or in Gold, giving
your child or another beneficiary a great head start in life.

RETURNS TO 30 JUNE 2021 (1) CASH (2) EQUITIES (3) GOLD (4)
1 Year 0.0% 10.8% -8.9%
3 Year 0.9% 13.2% 11.1%
5 Year 1.2% 14.4% 5.4%
10 Year 2.1% 16.7% 4.8%
Since inception (5) 11.9% 7.9%

1 – Returns for periods longer than one year are annualised

2 – Morningstar Long Term Asset Class Returns

3 – Magellan Global Fund (Open Class) (Managed Fund)

4 – ETFS Physical Gold (ASX:GOLD)

5 – Magellan Global Fund was established on 1 July 2007. ASX:GOLD was established on 28 March 2003.

With returns that exceed cash rates, it makes sense to invest in Global Equities and Gold.

About us

iTrust is Australia’s first investment gifting platform. We created the iTrust platform to give parents, family and friends a simple way to access investments and to build wealth for young children and other beneficiaries.

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