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Performance

Australian Share strategy performance to 28th February 2021

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 3.61% 3.55% 6.95% 5.21% 9.90% 5.83%
S&P/ASX 300 Accum. Index

1.48%

3.16% 7.06% 7.53% 10.85% 4.91%
Outperformance 2.13% 0.39% -0.12% -2.32% -0.95% 0.92%

 

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 28th February 2021

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio -0.69% -0.51% 13.75% 6.72% 10.10% 7.89%
S&P/ASX Small Ords Accum. Index 1.55%

4.08%

17.18%

7.21%

11.70% 2.09%
Outperformance -2.24% -4.59% -3.43%

-0.49%

-1.60%

5.80%

 

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.