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Performance

Australian Share strategy performance to 31st August 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 3.59% 5.54% -6.44% 3.96% 5.85% 5.08%
S&P/ASX 300 Accum. Index

3.05%

6.19% -4.82% 6.24% 7.58% 4.23%
Outperformance 0.54% -0.65% -1.61% -2.28% -1.73% 0.85%

 

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 August 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 4.66% 6.67% 3.18% 10.12% 10.90% 7.87%
S&P/ASX Small Ords Accum. Index 7.24%

6.61%

2.07%

8.02%

10.48% 1.31%
Outperformance -2.58% 0.06% 1.11%

2.10%

0.43%

6.57%

 

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.