Performance
Performance summary
As at 31 January 2020
Fund
Benchmark*
Value add
1 mnth |
3 mnths |
1 yr |
3 yrs (pa) |
5 yrs (pa) |
10 yrs (pa) |
Since inception** |
5.53% |
9.57% |
31.52% |
16.33% |
16.18% |
15.10% |
17.09% |
4.89% |
6.03% |
24.99% |
12.39% |
9.41% |
8.97% |
11.16% |
0.64% |
3.54% |
6.54% |
3.94% |
6.76% |
6.13% |
5.94% |
Performance figures are net of fees and expenses.
*Benchmark is the S&P/ASX 300 Accumulation Index.
**Inception date is 30/01/2009. Since inception figures are calculated on a p.a. basis.
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