Performance - Reference Portfolio
Performance information shown is a composite derived from multiple client portfolios over time (together 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.
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 30 November 2024 | ||||||
|---|---|---|---|---|---|---|
| 1 Month | 3 Months | 1 Year | 5 Years pa | 10 Years pa | Since Inception* pa | |
| Portfolio performance | -3.86% | 3.17% | 16.52% | 3.32% | 5.49% | 7.74% |
| Portfolio outperformance | -7.78% | -4.03% | -9.00% | -0.34% | -1.78% | -0.50% |
| S&P/ASX Small Industrials (TR) | 3.92% | 7.20% | 25.52% | 3.66% | 7.27% | 8.24% |
*Inception 20 February 2012
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | 0.87% | 2.38% | -0.21% | -0.91% | -0.12% | 1.40% | 1.56% | 1.55% | 2.32% | 0.52% | 3.69% | 13.75% | |
| 2013 | 4.81% | 3.68% | 1.45% | -1.13% | -1.74% | -1.18% | 7.24% | 3.50% | 2.51% | 2.98% | -3.60% | 1.92% | 21.83% |
| 2014 | -0.71% | -0.99% | 3.14% | -1.09% | -0.08% | 0.44% | 3.51% | 2.88% | -1.72% | 2.50% | 1.40% | 0.29% | 9.81% |
| 2015 | 0.05% | 1.10% | 0.69% | 2.70% | -1.93% | -3.84% | 1.07% | -3.20% | 2.06% | -3.77% | -0.01% | 2.71% | -2.67% |
| 2016 | -2.48% | -0.25% | 2.52% | 1.78% | 1.19% | -0.57% | 6.10% | 4.49% | 3.81% | -1.25% | -0.48% | 2.14% | 17.99% |
| 2017 | -2.58% | 1.57% | 1.83% | 0.60% | 0.45% | 2.85% | 1.90% | 1.27% | 1.52% | 1.96% | 3.46% | 3.12% | 19.35% |
| 2018 | -0.63% | 0.71% | -1.32% | -1.65% | 2.79% | -0.15% | -0.74% | 1.16% | -0.59% | -6.43% | -1.64% | -4.18% | -11.98% |
| 2019 | 1.24% | 4.64% | -0.50% | 2.53% | -0.94% | -1.02% | 4.24% | 0.56% | 8.26% | -1.26% | 0.53% | 0.13% | 19.51% |
| 2020 | 1.13% | -6.34% | -9.05% | 5.09% | 5.96% | -3.23% | 0.12% | 3.89% | -1.03% | -0.96% | 5.26% | 0.35% | -0.03% |
| 2021 | 0.44% | 0.76% | 0.21% | 0.32% | -1.67% | 0.44% | 1.57% | 4.29% | -0.81% | 2.60% | -0.90% | 3.71% | 11.32% |
| 2022 | -2.07% | 0.86% | 2.12% | 1.26% | -4.46% | -7.96% | 5.97% | -0.82% | -6.54% | 1.02% | 4.81% | -2.69% | -9.11% |
| 2023 | 1.93% | -3.02% | -0.56% | 1.78% | -1.61% | -0.95% | 2.50% | -0.06% | -3.92% | -1.74% | 5.70% | 7.77% | 7.41% |
| 2024 | -0.49% | 4.40% | 7.34% | 4.51% | -2.30% | 1.21% | -5.66% | -3.61% | 7.40% | -0.08% | -3.86% | 8.11% |