Performance Overview

Returns as at 30 June 2021 (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 4.91% 15.95% 23.30% 53.66% 18.51% 17.59% 16.21% - 18.97% 448.72% Open
Growth -0.17% 4.87% 1.56% 19.10% 17.02% 10.89% 13.55% 15.66% 16.49% 693.84% Closed
Emerging 1.86% 2.04% -0.70% 34.19% 20.37% 15.20% 18.55% - 23.33% 463.25% Closed
Global Growth 2.86% 9.43% 14.37% 34.95% 16.47% 16.82% 13.06% - 12.69% 154.92% Open
Conservative 1.09% 1.90% 1.27% 5.80% 4.24% 4.60% - - 4.64% 32.52% Open
Growth 2 4.23% 5.35% 8.52% 44.13% 23.62% 19.57% - - 20.47% 199.32% Closed
Growth UK & Europe 0.99% 8.45% 17.71% 58.77% 15.98% - - - 15.59% 96.51% Open
Global Growth 2 4.74% 7.05% 6.41% 23.87% 8.61% - - - 7.48% 25.65% Open
Chairman’s 2.88% 7.73% 10.40% 37.18% 17.06% 15.04% - - 13.89% 143.25% 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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