Australian Share strategy performance to 31st October 2020
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 0.24% | -0.01% | -13.12% | 0.98% | 4.77% | 4.74% |
| S&P/ASX 300 Accum. Index | 1.89% | 1.22% | -7.91% | 4.22% | 6.89% | 4.04% |
| Outperformance | -1.65% | -1.23% | -5.21% | -3.24% | -2.12% | 0.70% |
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 2020
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | -0.04% | 2.79% | 2.10% | 7.26% | 9.15% | 7.63% |
| S&P/ASX Small Ords Accum. Index | 0.46% | 4.69% | -2.40% | 4.63% | 8.56% | 1.11% |
| Outperformance | -0.50% | -1.91% | 4.49% | 2.63% | 0.58% | 6.52% |
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.