Performance Overview

Returns as at 30 April 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 10.29% 17.68% 35.93% 60.45% 19.03% 17.06% 15.61% - 18.71% 421.48% Open
Growth 5.21% 2.89% 11.69% 33.41% 18.48% 11.89% 13.70% 15.50% 16.74% 696.40% Closed
Emerging 1.04% -1.86% 7.34% 38.74% 20.36% 15.69% 18.58% - 23.71% 457.73% Closed
Global Growth 4.78% 9.95% 22.83% 41.09% 15.93% 15.51% 12.65% - 12.35% 144.08% Open
Conservative 1.03% 0.74% 2.03% 7.08% 4.42% 4.60% - - 4.62% 31.39% Open
Growth 2 10.70% 9.76% 26.19% 76.46% 28.56% 21.43% - - 22.18% 214.51% Closed
Growth UK & Europe 5.61% 13.04% 37.60% 66.85% 14.64% - - - 15.53% 91.36% Open
Global Growth 2 3.79% 4.99% 11.33% 28.34% - - - - 6.80% 21.83% Open
Chairman’s 5.88% 8.10% 21.47% 47.09% 17.55% 15.01% - - 13.97% 139.07% 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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