Australian Share strategy performance to 31st October 2019
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 0.28% | 1.34% | 16.59% | 11.48% | 7.25% | 6.32% |
| S&P/ASX 300 Accum. Index | -0.38% | -0.78% | 19.50% | 12.53% | 8.56% | 5.06% |
| Outperformance | 0.66% | 2.13% | -2.91% | -1.05% | -1.30% | 1.26% |
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 October 2019
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | -0.63% | -2.90% | 13.99% | 10.20% | 9.55% | 8.08% |
| S&P/ASX Small Ords Accum. Index | -0.50% | -1.84% | 14.41% | 10.38% | 9.62% | 1.40% |
| Outperformance | -0.13% | -1.07% | -0.42% | -0.18% | -0.07% | 6.69% |
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.