Performance Overview

Returns as at 31 October 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 -0.31% 5.93% 11.43% 51.46% 19.39% 15.92% 16.29% 19.05% 18.97% 481.07% Open
Growth 1.68% 2.20% 7.08% 19.61% 19.30% 10.59% 13.53% 16.66% 16.66% 752.82% Closed
Emerging 1.04% 7.24% 10.20% 18.29% 21.01% 15.39% 18.95% - 23.57% 514.61% Closed
Global Growth 2.28% 3.25% 9.70% 34.75% 19.10% 16.62% 13.49% - 12.82% 167.76% Open
Conservative -0.41% 0.49% 1.10% 3.16% 3.98% 4.07% - - 4.43% 32.84% Open
Growth 2 1.44% 6.41% -0.33% 25.78% 23.82% 18.20% - - 20.15% 213.47% Closed
Growth UK & Europe 0.28% -1.37% 2.35% 40.84% 17.14% - - - 14.39% 95.86% Open
Global Growth 2 1.62% 0.58% 5.96% 17.97% 11.83% - - - 7.56% 29.09% Open
Chairman’s 1.13% 3.23% 6.29% 29.11% 18.46% 14.06% 14.63% - 13.89% 154.10% 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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