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

Performance

Australian Share strategy performance to 31 January 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 3.22% 4.93% 22.03% 10.75% 8.50% 6.59%
S&P/ASX 300 Accum. Index 4.89% 6.03% 24.99% 12.39% 9.42% 5.44%
Outperformance -1.67% -1.11% -2.96% -1.64% -0.92% 1.15%

 

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 January 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 4.38% 3.86% 15.55% 12.33% 10.82% 8.24%
S&P/ASX Small Ords Accum. Index 3.38%

4.69%

18.84%

12.12%

11.18% 1.73%
Outperformance 1.00% -0.83% -3.29%

0.20%

-0.36%

6.51%

 

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.