Performance Table


July Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun YTD
FY2013 +4.1% +3.2% +2.4% +3.4% -0.1% -1.4% +12.1%
FY2014 +5.7% +2.9% +4.0% +4.0% +0.3% +0.9% -0.7% +4.0% +0.1% -0.1% +2.3% -1.5% +24.0%
FY2015 +2.3% +3.7% -1.8% +2.2% +1.6% +1.8% +2.1% +7.0% +2.7% +1.1% +1.5% -1.9% +24.5%
FY2016 +6.3% -1.7% +1.2% +4.6% +4.1% +2.3% -0.7% -1.9% +2.2% +0.8% +6.0% -2.8% +21.9%
FY2017 +5.9% +0.8% +0.7% -4.1% -1.1% +1.9% -0.5% -0.7% +1.9% +1.8% +0.8% +0.7% +8.1%
FY2018 -0.6% +1.2% +2.2% +2.9% +3.3% +2.5% -0.5% -1.5% -0.4% +0.8% +2.6% +2.5% +15.8%
FY2019 +0.2% +3.2% -1.2% -5.4% -0.4% -2.6% +2.6% +3.8% +1.0% +5.8% +3.3% +1.3% +11.5%
FY2020 +2.3% -1.0% +1.3%
SLIDE ACROSS TO VIEW MONTHS AND YEAR TO DATE
Performance data above is calculated after management fees but before performance fees.
Performance after all fees as at 31 August 2019 averages +15.2% per annum and totals +157% since inception
assuming reinvestment of net distributions.