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Performance

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.