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

Please fill out your email
Please fill in your first name
Please fill in your last name
Please select an investor type
Please complete recaptcha
 

Fund Performance

Fund Performance

As at 30 April 20191 Month %Quarter %FYTD %1 Year % p.a.3 Years % p.a.5 Years % p.a.Since Inception % p.a.Inception Date
Australian Shares2.18.61.64.67.75.29.5Mar 2000
Shares for Income2.49.63.57.67.25.06.3Dec 2005
Active Plus2.18.62.45.48.7-4.9Apr 2017
Wealth Defender2.88.21.35.36.0-3.9May 2014
Smaller Companies4.97.0-5.01.713.18.410.1Mar 2002
Microcap Opportunities4.011.93.16.8--25.8Feb 2017
Shares Wholesale2.18.61.64.67.65.28.4Jun 2001
Sustainable Future3.47.52.010.2--9.5Jan 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.