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 30 September 20193 months
%
1 year
%
3 years
% p.a.
5 years
% p.a.
10 years
% p.a.
Incep.*
% p.a.
Fund Return (Gross)3.810.355.365.077.544.22
S&P/ASX Small Ordinaries Accumulation Index3.113.958.819.614.551.64

* Fund inception: 12 March 2007

Strategy Performance

Australian Small Companies Strategy

About Reports
for periods ending 30 September 20193 months
%
1 year
%
3 years
% p.a.
5 years
% p.a.
10 years
% p.a.
Incep.*
% p.a.
Composite Return (Gross)5.39 2.01 6.135.677.736.19
S&P/ASX Small Ordinaries Accumulation Index3.113.958.819.614.553.47
Active Return (Gross)^2.28-1.93-2.68-3.943.182.71

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