Performance

As at 30 September 2017:

Perf-chart-value-Sep17.bmp

Past performance is not a reliable indicator of future performance. Performance figures as at 30 September 2017. Portfolio Total Return and S&P/ASX200 Accumulation Index Total Return stated before fees and grossed up for franking credits. For the purposes of measuring total return, franking credits are calculated as franking credits accrued divided by the average daily NAV for the portfolio and benchmark. 


 


 


Join our newsletter

Income Fund

A portfolio of undervalued companies constructed without regard to index weights delivering monthly income with downside protection

Value Fund

A portfolio of undervalued companies constructed without regard to index weights

center