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Performance

Australian Share strategy performance to 31st July 2019

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 2.61% 4.85% 6.70% 9.90% 6.65% 6.34%
S&P/ASX 300 Accum. Index 2.97% 8.58% 13.25% 11.61% 8.57% 5.23%
Outperformance -0.36% -3.73% -6.55% -1.71% -1.93% 1.11%

 

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 July 2019

 

  1 mth 3 mths 1 yr 3 yr 5 yr Inception
Portfolio 4.84% 7.22% 10.51% 7.01% 10.78% 8.51%
S&P/ASX Small Ords Accum. Index 4.51%

4.15%

7.61%

9.27%

9.18% 1.58%
Outperformance 0.33% 3.07% 2.90%

-2.26%

1.60%

6.94%

 

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.