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Fund Performance

Fund Performance

As at 30 June 20191 Month %Quarter %FYTD %1 Year % p.a.3 Years % p.a.5 Years % p.a.Since Inception % p.a.Inception Date
Australian Shares3.45.95.55.59.26.39.6Mar 2000
Shares for Income2.25.36.56.59.15.86.4Dec 2005
Active Plus3.78.38.68.6--7.4Apr 2017
Wealth Defender2.98.87.17.18.75.35.0May 2014
Smaller Companies3.110.40.10.114.89.610.3Mar 2002
Microcap Opportunities2.010.29.39.3--26.8Feb 2017
Shares Wholesale3.45.95.55.59.26.28.5Jun 2001
Sustainable Future1.96.55.25.2--10.6Jan 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.