Performance as at 31 December 2019
(Investment returns are provided on a quarterly basis)
|DISCRETIONARY||1 YEAR||2 YEAR||3 YEAR||4 YEAR||5 YEAR||6 YEAR||7 YEAR||8 YEAR|
|REGULATION 28||1 YEAR||2 YEAR||3 YEAR||4 YEAR||5 YEAR||6 YEAR||7 YEAR||8 YEAR|
- No data in a field means that either no data has been provided to us, and/or the fund still younger than 13 months.
- We are firm believers in the concept of disciplined investing for the long term. We therefore ignore reporting short term volatility, ie: any term under 12 months.
- Performance is annualised and net of the fund and/or portfolio manager’s total fees and expenses.
- Performance does not include the costs of administration. Different products may be subjected to different administration fees. Click here for our product administration fees.
- Data provided by Profile Data, FE Analytics and IRESS.