Performance
The following table shows 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.
| for periods ending 31 December 2020 | 3 months % | 1 year % | 3 years % p.a. | 5 years % p.a. | 10 years % p.a. | Incep.* % p.a. |
|---|---|---|---|---|---|---|
| Composite Return (Gross) | 14.67 | 18.88 | 9.91 | 10.72 | 6.98 | 7.25 |
| S&P/ASX Small Ordinaries Accumulation Index | 13.83 | 9.21 | 6.57 | 10.45 | 3.77 | 3.85 |
| Active Return (Gross)^ | 0.84 | 9.67 | 3.34 | 0.27 | 3.21 | 3.39 |
* Composite inception: 1 August 2006
^ Numbers may not add due to rounding