Performance Overview

Returns as at 28 February 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
Growth -1.11% 1.63% 7.33% 30.14% 18.87% 11.84% 13.36% 14.61% 16.62% 665.48% Closed
Dividend 4.29% 11.28% 17.16% 30.90% 14.86% 15.75% 14.53% - 17.56% 362.15% Open
Emerging -0.73% 3.01% 11.27% 40.13% 21.72% 16.83% 19.20% - 24.45% 464.16% Closed
Global Growth 0.99% 7.72% 11.17% 30.32% 13.41% 14.38% 11.45% - 11.37% 124.19% Open
Conservative -0.85% -0.50% 1.26% 5.04% 4.02% 4.65% - - 4.47% 29.31% Open
Growth 2 6.29% 18.19% 13.19% 68.14% 26.23% 22.66% - - 22.21% 204.57% Open
Growth UK & Europe 2.53% 16.82% 25.97% 39.53% 12.19% - - - 13.59% 73.58% Open
Global Growth 2 -0.63% 0.47% 1.90% 15.14% - - - - 5.16% 15.31% Open
Chairman’s 1.77% 8.58% 12.57% 35.09% 15.95% 14.71% - - 13.30% 125.08% 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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