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Fund Performance

Fund Performance

As at 28 February 20191 Month %Quarter %FYTD %1 Year % p.a.3 Years % p.a.5 Years % p.a.Since Inception % p.a.Inception Date
Australian Shares6.69.2-0.31.610.05.39.4Mar 2000
Shares for Income7.58.71.52.79.35.26.2Dec 2005
Active Plus6.79.90.52.1--4.3Apr 2017
Wealth Defender6.05.8-0.80.27.2-3.6May 2014
Smaller Companies5.50.9-6.31.215.48.210.1Mar 2002
Microcap Opportunities5.21.3-3.04.5--24.4Feb 2017
Shares Wholesale6.69.2-0.31.610.05.38.3Jun 2001
Sustainable Future4.86.0-0.57.6--8.5Jan 2018

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.