Australian Share strategy performance to 31st December 2020
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | -0.09% | 13.35% | -3.36% | 3.91% | 7.39% | 5.63% |
| S&P/ASX 300 Accum. Index | 1.32% | 13.79% | 1.73% | 6.87% | 8.84% | 4.83% |
| Outperformance | -1.41% | -0.44% | -5.09% | -2.96% | -1.45% | 0.80% |
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 2020
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 1.81% | 8.44% | 11.31% | 7.98% | 10.33% | 8.17% |
| S&P/ASX Small Ords Accum. Index | 2.76% | 13.83% | 9.21% | 6.57% | 10.46% | 2.02% |
| Outperformance | -0.95% | -5.39% | 2.10% | 1.41% | -0.13% | 6.15% |
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.