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Performance

Australian Share strategy performance to 31st October 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 0.24% -0.01% -13.12% 0.98% 4.77% 4.74%
S&P/ASX 300 Accum. Index

1.89%

1.22% -7.91% 4.22% 6.89% 4.04%
Outperformance -1.65% -1.23% -5.21% -3.24% -2.12% 0.70%

 

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 October 2020

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio -0.04% 2.79% 2.10% 7.26% 9.15% 7.63%
S&P/ASX Small Ords Accum. Index 0.46%

4.69%

-2.40%

4.63%

8.56% 1.11%
Outperformance -0.50% -1.91% 4.49%

2.63%

0.58%

6.52%

 

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.