Performance
Performance summary
As at 31 May 2020
Fund
Benchmark*
Value add
1 mnth |
3 mnths |
1 yr |
3 yrs (pa) |
5 yrs (pa) |
10 yrs (pa) |
Since inception** |
6.32% |
-3.96% |
11.24% |
9.82% |
11.79% |
14.14% |
15.52% |
4.58% |
-9.73% |
-6.52% |
4.47% |
4.34% |
7.16% |
9.04% |
1.74% |
5.77% |
17.77% |
5.35% |
7.45% |
6.98% |
6.48% |
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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