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Fund Performance

Fund Performance

As at 31 December 20181 Month %Quarter %FYTD %1 Year % p.a.3 Years % p.a.5 Years % p.a.Since Inception % p.a.Inception Date
Australian Shares-1.2-10.7-9.8-9.53.13.68.9Mar 2000
Shares for Income-1.4-9.8-7.9-7.82.53.45.5Dec 2005
Active Plus-1.4-9.9-9.9-10.2---1.9Apr 2017
Wealth Defender-1.5-8.9-7.6-7.42.3-2.1May 2014
Smaller Companies-4.3-13.7-11.2-1.310.17.89.9Mar 2002
Microcap Opportunities-2.3-11.3-6.55.3--24.3Feb 2017
Shares Wholesale-1.3-10.7-9.8-9.53.13.67.8Jun 2001
Sustainable Future-1.0-7.7-7.1---1.9Jan 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.