June 2024 Newsletter

The fund returned +0.2% (net) in June, taking our financial year 2024 performance to +9.4% (net), and our trailing 5-year performance to +10.0% pa (net). This compares to the All-Ords Accumulation 5-year performance +7.6% pa gross. Importantly, given the nature of our fund, we have achieved this whilst taking considerably less risk (and with less volatility) than you would receive … Read More