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.