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.