Performance

The following tables show gross performance for our Australian Small Companies Strategy and the Kinetic Emerging Companies Fund.

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.  If you are a retail investor wishing to invest in the Kinetic Emerging Companies Fund, please visit Fidante Partners Limited’s website: https://www.fidante.com/investment-managers/kinetic-investment-partners.

Strategy Performance

Kinetic Emerging Companies Fund

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for periods ending 31 December 20183 months
%
1 year
%
3 years
% p.a.
5 years
% p.a.
10 years
% p.a.
Incep.*
% p.a.
Fund Return (Gross)-12.35-8.764.413.2210.893.30
S&P/ASX Small Ordinaries Accumulation Index-13.70-8.677.455.626.880.15

* Fund inception: 12 March 2007

Strategy Performance

Australian Small Companies Strategy

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for periods ending 31 December 20183 months
%
1 year
%
3 years
% p.a.
5 years
% p.a.
7 years
% p.a.
10 years
% p.a.
Incep.*
% p.a.
Composite Return (Gross)-12.20 -8.16 4.813.496.1710.925.29
S&P/ASX Small Ordinaries Accumulation Index-13.70-8.677.455.624.826.882.15
Active Return (Gross)^1.490.51-2.64-2.141.354.053.15

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