FUND PERFORMANCE

Fund performance since inception vs All Ordinaries

 

Key points to note

- The Fund has consistently outperformed the All Ordinaries since inception.

- The fund has achieved positive returns in contrast to the All Ordinaries which is finished in negative territory in the 2010 calendar year and also in the time since the Fund commenced.

- The Fund adheres to the investment criteria set out in the Information Memorandum.

- Positive performance of all this portfolio was achieved through rigorous stock selection and valuation.