Performance
We aim to achieve an annual portfolio return of 9% over a rolling three-year period. Performance fees are calculated by reference to the MSCI World Net Total Return Index calculated in Australian dollars. A high water mark is applied to ensure investors only pay for genuine outperformance. Our management fees including worked examples are available on the Swell home page under the heading Fees.
Swell Global Portfolio
Annual portfolio performance
The Swell Global Portfolio was launched on 18 June 2015. This table shows performance in each year to December 31 net of management and performance fees. Past performance is not indicative of future performance.
Year | Performance |
---|---|
2024 (YTD) | 17.09% |
2023 | 66.91% |
2022 | -43.09% |
2021 | 10.37% |
2020 | 17.01% |
2019 | 31.42% |
2018 | 7.05% |
2017 | 16.00% |
2016 | 15.50% |
2015 (from 18-June) | 5.23% |
Since inception | 184.88% |
Since inception (p.a.) | 11.87% |
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