Australian Share strategy performance to 31st July 2019
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 2.61% | 4.85% | 6.70% | 9.90% | 6.65% | 6.34% |
| S&P/ASX 300 Accum. Index | 2.97% | 8.58% | 13.25% | 11.61% | 8.57% | 5.23% |
| Outperformance | -0.36% | -3.73% | -6.55% | -1.71% | -1.93% | 1.11% |
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 July 2019
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 4.84% | 7.22% | 10.51% | 7.01% | 10.78% | 8.51% |
| S&P/ASX Small Ords Accum. Index | 4.51% | 4.15% | 7.61% | 9.27% | 9.18% | 1.58% |
| Outperformance | 0.33% | 3.07% | 2.90% | -2.26% | 1.60% | 6.94% |
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.