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

Performance

Australian Share strategy performance to 31st October 2019

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 0.28% 1.34% 16.59% 11.48% 7.25% 6.32%
S&P/ASX 300 Accum. Index -0.38% -0.78% 19.50% 12.53% 8.56% 5.06%
Outperformance 0.66% 2.13% -2.91% -1.05% -1.30% 1.26%

 

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 2019

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio -0.63% -2.90% 13.99% 10.20% 9.55% 8.08%
S&P/ASX Small Ords Accum. Index -0.50%

-1.84%

14.41%

10.38%

9.62% 1.40%
Outperformance -0.13% -1.07% -0.42%

-0.18%

-0.07%

6.69%

 

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.