Australian Share strategy performance to 30th June 2020
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | 1.36% | 20.18% | -10.12% | 2.62% | 3.68% | 4.82% |
| S&P/ASX 300 Accum. Index | 2.43% | 16.79% | -7.61% | 5.24% | 6.00% | 4.00% |
| Outperformance | -1.07% | 3.39% | -2.50% | -2.62% | -2.32% | 0.83% |
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 June 2020
| 1 mth | 3 mths | 1 yr | 3 yr | 5 yr | Inception | |
|---|---|---|---|---|---|---|
| Portfolio | -0.70% | 23.42% | -1.49% | 7.65% | 8.62% | 7.39% |
| S&P/ASX Small Ords Accum. Index | -1.95% | 23.90% | -5.67% | 6.10% | 7.90% | 0.68% |
| Outperformance | 1.25% | -0.48% | 4.18% | 1.54% | 0.72% | 6.71% |
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.