Australian Share strategy performance to 31st May 2020
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 5.02% | -10.42% | -9.18% | 2.26% | 2.32% | 4.75% |
| S&P/ASX 300 Accum. Index | 4.58% | -9.73% | -6.52% | 4.48% | 4.35% | 3.83% |
| Outperformance | 0.44% | -0.69% | -2.65% | -2.22% | -2.03% | 0.91% |
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 May 2020
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 8.41% | 2.43% | 3.24% | 8.50% | 7.02% | 7.50% |
| S&P/ASX Small Ords Accum. Index | 10.59% | -1.91% | -2.91% | 7.51% | 6.59% | 0.84% |
| Outperformance | -2.18% | 4.34% | 6.16% | 0.99% | 0.43% | 6.66% |
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.