Since the fund's launch in December 2019 it has increased in value by 49% (net of fees). By way of comparison, over the same period (in Australian dollar terms) the ASX All Ords Accumulation Index increased 20.9%, the MSCI All Country World Index increased 72.6%, and the Dow Jones rose 71.6%.
Since inception* (cumulative) | Since inception* (annualised) | 3 years |
1 year |
6 months |
1 month |
|
Net | 49% | 7.9% | 27.8% | 11% | 7.5% | -0.7% |