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Performance

Australian Share strategy performance to 31 December 2019

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio -1.66% 1.94% 22.33% 9.22% 8.19% 6.37%
S&P/ASX 300 Accum. Index -2.02% 0.71% 23.77% 10.33% 9.07% 5.08%
Outperformance 0.36% 1.23% -1.44% -1.11% -0.88% 1.29%

 

Inception date: 1 May 2007. Returns are for a composite of portfolios managed by Karara using this strategy and are shown gross of fees. Periods greater than 1 year are annualized. Past performance is not a reliable indicator of future performance. 

 

Small Company strategy performance to 31st December 2019

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 0.09% -1.13% 15.32% 10.96% 10.06% 7.93%
S&P/ASX Small Ords Accum. Index -0.29%

0.76%

21.36%

9.98%

10.65% 1.48%
Outperformance 0.38% -1.89% -6.04%

0.98%

-0.59%

6.45%

 

Inception date: 1 April 2007. Returns are for a composite of portfolios managed by Karara using this strategy and are shown gross of fees.Returns greater than 1 year are annualized. Past performance is not a reliable indicator of future performance.