Subscribe to get our latest investment news and insights straight to your inbox.





 

Fund Performance

Fund Performance

As at 30 September 20181 Month %Quarter %FYTD %1 Year % p.a.3 Years % p.a.5 Years % p.a.Since Inception % p.a.Inception Date
Australian Shares-0.10.90.910.09.36.99.7Mar 2000
Shares for Income0.52.12.18.98.36.26.4Dec 2005
Active Plus0.6--8.3--5.2Apr 2017
Wealth Defender0.61.41.49.76.8-4.5May 2014
Smaller Companies1.32.92.929.618.611.011.0Mar 2002
Microcap Opportunities0.65.45.442.2--38.0Feb 2017
Shares Wholesale-0.10.90.99.99.36.98.6Jun 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.