Although reporting a disappointing 12 month return, the fund has now produced an average annualised return over 10 years of 16.7% after fees, against its benchmark the ASX300 Accumulation index which has returned 7.1% over the same period.
1 year return: -17.6%. Annual (Apr.1998): +15.7%
The fund which invests predominantly in Australian equities and is open to retail investors, was established in April 1998 and has approximately $230m in funds under management.
