Performance - Reference Portfolio

Performance information shown relates to ARK’s original client portfolio (referred to as the Reference Portfolio). Other client portfolios may have experienced different results due to minor differences in investment weightings and variable fee liabilities (as described in our Information Memorandum).

Portfolio performance represents the returns on the reference portfolio after all fees and costs and before tax.

Past performance is not a reliable indicator of future performance.

Investment Returns as at 31 January 2018
1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since Inception* p.a.
Portfolio performance-0.76%6.70%21.21%10.66%11.60%12.95%
Portfolio outperformance-0.33%2.75%1.42%-1.27%1.61%1.17%
S&P/ASX Small Industrials (TR)-0.43%3.95%19.79%11.93%9.99%11.78%
*Inception 20 February 2012

ARK Investment Partners Pty Ltd

ABN 12 150 856 223
AFSL No. 487510

This website contains general information only and does not take into account any individual's objectives, financial situation or needs. Investors should read the Information Memorandum for the service carefully, assess whether the service is appropriate for their circumstances and consider talking to a financial adviser before making an investment decision.

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