AFM's E5 Model Equity Portfolio, which tracks the performance of 5 equally weighted funds investing in Australian equities, returned 2.81% in December to bring 12 month performance to 9.78% and an annualised performance since inception of 15.26% with volatility of just 5.69%.
December's results were positive from all underlying funds, with returns ranging from +0.77% through to +6.84% from Herschel's Absolute Return Fund, to take their annualised performance since inception in May 2006 to +16.75%.
To view the Portfolio's performance details, click here
