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

Performance

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.