Performance Overview

Returns as at 30 April 2022 (after fees before tax)

Fund   1 month 3 months 6 months 1 year 3 years (p.a) 5 years (p.a) 7 years (p.a) 10 years (p.a) Since inception (p.a) Total since inception Status
Australasian Growth
Global Growth
Diversified
Dividend Growth -1.03% 4.09% -1.81% 9.41% 19.21% 16.90% 14.83% 17.40% 17.81% 470.57% Open
Growth -5.64% -9.91% -24.44% -19.09% 5.89% 8.56% 6.46% 11.63% 13.80% 544.37% Closed
Emerging -2.00% 2.64% -8.60% 0.72% 16.73% 14.77% 15.23% - 20.94% 461.74% Closed
Global Growth -1.30% -6.31% -13.56% -5.17% 13.20% 11.05% 10.19% - 10.17% 131.46% Open
Conservative -0.35% -1.02% -2.45% -1.37% 2.56% 3.47% 3.75% - 3.75% 29.59% Open
Growth 2 -13.15% -10.17% -28.53% -28.77% 9.10% 11.89% - - 12.75% 124.04% Closed
Growth UK & Europe -1.86% -3.81% -10.53% -8.43% 12.03% 8.68% - - 10.75% 75.23% Open
Global Growth 2 -2.29% -5.41% -12.03% -6.79% 5.38% - - - 3.23% 13.56% Open
Chairman’s -3.12% -3.48% -12.73% -7.24% 12.25% 11.40% 10.77% - 10.95% 121.76% Open

Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.

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Fund Unit Price ($) Date
Australasian Growth
Global Growth
Diversified
Created with Highcharts 7.2.1Chart context menuHighcharts data from Google Spreadsheets20182019300 %350 %400 %450 %500 %550 %Highcharts.com

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