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Fund Performance

Fund Performance

As at 30 June 20181 Month %3 Months %FYTD %1 Year % p.a.3 Years % p.a.5 Years % p.a.Since Inception % p.a.Inception Date
Australian Shares3.168.28.25.98.99.8Mar 2000
Shares for Income3.45.76.16.14.47.56.4Dec 2005
Active Plus3.46.57.97.9--6.4Apr 2017
Wealth Defender3.35.48.38.34-4.4May 2014
Smaller Companies2.29.228.828.816.914.311Mar 2002
Microcap Opportunities0.85.850.250.2--40.8Feb 2017
Australian Shares Wholesale3.168.18.15.88.98.7Jun 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.