Australian Share strategy performance to 30th September 2019
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 3.66% | 3.70% | 8.10% | 10.70% | 7.83% | 6.34% |
| S&P/ASX 300 Accum. Index | 1.91% | 2.55% | 12.57% | 11.85% | 9.55% | 5.12% |
| Outperformance | 1.75% | 1.15% | -4.47% | -1.15% | -1.72% | 1.21% |
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 September 2019
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | -0.12% | 2.44% | 7.38% | 7.66% | 9.89% | 8.19% |
| S&P/ASX Small Ords Accum. Index | 2.61% | 3.11% | 3.95% | 8.80% | 9.61% | 1.45% |
| Outperformance | -2.73% | -0.67% | 3.44% | -1.14% | 0.29% | 6.75% |
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.