Performance
Since the fund's launch in December 2019 it has increased in value by 39.5% (net of fees). By way of comparison, over the same period (in Australian dollar terms) the ASX All Ords Accumulation Index increased 22.9%, the MSCI All Country World Index increased 52.6%, and the Dow Jones rose 48.5%.
Performance as at 30 November 2023
Net performance after fees (fees commenced from February 2021) and pre-tax
*Inception date 1 December 2019
| Since inception* (cumulative) | Since inception* (annualised) | 3 years |
1 year |
6 months |
1 month |
|
| Net | 39.5% | 7.1% | 14.5% | 11.5% | 2.2% | -0.1% |
*Inception date 1 December 2019
