Australian Share strategy performance to 31 December 2019
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | -1.66% | 1.94% | 22.33% | 9.22% | 8.19% | 6.37% |
| S&P/ASX 300 Accum. Index | -2.02% | 0.71% | 23.77% | 10.33% | 9.07% | 5.08% |
| Outperformance | 0.36% | 1.23% | -1.44% | -1.11% | -0.88% | 1.29% |
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 December 2019
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 0.09% | -1.13% | 15.32% | 10.96% | 10.06% | 7.93% |
| S&P/ASX Small Ords Accum. Index | -0.29% | 0.76% | 21.36% | 9.98% | 10.65% | 1.48% |
| Outperformance | 0.38% | -1.89% | -6.04% | 0.98% | -0.59% | 6.45% |
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.