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Latest half-year


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 if you just invested in “the market” via an ETF or similar product over that period (the funds 5 year annualised standard deviation of returns is 8.3% versus the market 11.3%, and the “downside capture” for the fund since inception has been 57.8%).

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June 2024

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