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Fund Performance

Fund Performance

As at 31 August 20181 Month %Quarter %FYTD %1 Year % p.a.3 Years % p.a.5 Years % p.a.Since Inception % p.a.Inception Date
Australian Shares-0.34.21.09.47.77.69.8Mar 2000
Shares for Income0.15.51.910.59.09.08.5Dec 2005
Active Plus-1.92.8-0.57.2--5.1Apr 2017
Wealth Defender-0.64.20.98.35.3-4.5May 2014
Smaller Companies0.94.11.627.517.911.811.0Mar 2002
Microcap Opportunities2.25.54.746.7--39.8Feb 2017
Shares Wholesale-0.34.21.09.47.77.68.6Jun 2001

Performance shown net of fees with distributions reinvested. Does not take into account any taxes payable by an investor. Past performance is not a reliable indication of future performance.