Performance Overview

Returns as at 31 August 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 5.98% 11.24% 25.79% 47.37% 18.65% 17.41% 15.69% - 19.32% 481.32% Open
Growth 1.17% 6.16% 10.28% 18.37% 16.11% 10.43% 13.19% 16.81% 16.79% 744.19% Closed
Emerging 4.96% 8.78% 6.63% 18.64% 19.98% 15.56% 17.75% - 23.77% 501.55% Closed
Global Growth 0.52% 5.19% 16.28% 29.27% 16.69% 16.18% 12.96% - 12.72% 160.69% Open
Conservative 0.67% 1.52% 2.92% 4.21% 3.95% 4.34% - - 4.58% 33.08% Open
Growth 2 6.13% 8.88% 2.65% 16.19% 21.91% 18.90% - - 20.71% 212.65% Closed
Growth UK & Europe -1.06% 0.97% 13.19% 42.58% 14.65% - - - 15.00% 96.48% Open
Global Growth 2 2.81% 10.00% 14.44% 16.61% 10.86% - - - 8.67% 31.96% Open
Chairman’s 2.66% 6.88% 12.27% 26.39% 16.68% 14.50% - - 14.15% 152.70% 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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