Performance
Performance summary
As at 29 February 2020
Fund
Benchmark*
Value add
1 mnth |
3 mnths |
1 yr |
3 yrs (pa) |
5 yrs (pa) |
10 yrs (pa) |
Since inception** |
-5.87% |
-2.94% |
18.67% |
13.30% |
12.95% |
14.07% |
16.33% |
-7.76% |
-5.22% |
8.75% |
8.61% |
6.23% |
7.87% |
10.27% |
1.90% |
2.27% |
9.93% |
4.69% |
6.73% |
6.20% |
6.06% |
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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