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Performance

Australian Share strategy performance to 30th June 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 1.36% 20.18% -10.12% 2.62% 3.68% 4.82%
S&P/ASX 300 Accum. Index

2.43%

16.79% -7.61% 5.24% 6.00% 4.00%
Outperformance -1.07% 3.39% -2.50% -2.62% -2.32% 0.83%

 

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 30th June 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio -0.70% 23.42% -1.49% 7.65% 8.62% 7.39%
S&P/ASX Small Ords Accum. Index -1.95%

23.90%

-5.67%

6.10%

7.90% 0.68%
Outperformance 1.25% -0.48% 4.18%

1.54%

0.72%

6.71%

 

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.