The following tables show gross performance for our Australian Small Companies Strategy.

It is important to note that past performance is not a reliable indicator of future performance. The information provided and performance figures quoted on this website are intended for wholesale clients only. 

Strategy Performance

Australian Small Companies Strategy

About Reports
for periods ending 30 June 20203 months
1 year
3 years
% p.a.
5 years
% p.a.
10 years
% p.a.
% p.a.
Composite Return (Gross)28.73-0.04 6.526.127.465.44
S&P/ASX Small Ordinaries Accumulation Index23.90-5.676.107.894.572.62
Active Return (Gross)^4.83 5.630.42-1.782.892.82

* Composite inception: 1 August 2006
^ Numbers may not add due to rounding