1. Skip to navigation
  2. Skip to content
  3. Skip to sidebar

Performance

Australian Share strategy performance to 31st May 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 5.02% -10.42% -9.18% 2.26% 2.32% 4.75%
S&P/ASX 300 Accum. Index

4.58%

-9.73% -6.52% 4.48% 4.35% 3.83%
Outperformance 0.44% -0.69% -2.65% -2.22% -2.03% 0.91%

 

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 May 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 8.41% 2.43% 3.24% 8.50% 7.02% 7.50%
S&P/ASX Small Ords Accum. Index 10.59%

-1.91%

-2.91%

7.51%

6.59% 0.84%
Outperformance -2.18% 4.34% 6.16%

0.99%

0.43%

6.66%

 

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.