Performance

While we can’t guarantee investment returns, we can guarantee adherence to our strict investment philosophy. This has enabled us to consistently outperform our investment return objective after all management fees since inception. Our investment objective is an annual return of 9% after management fees over rolling three year periods.

Portfolio

Since public inception on June 18 2015, the Swell Global Portfolio has returned 74.43%

Performance to April 30 2022

Net of management fee - Inception date is June 18 2015 - Performance data relates to the Swell Global Portfolio - Past performance is not indicative of future performance

Performance AUD 1
Year
2 Years
(p.a.)
3 Years
(p.a.)
4 Years
(p.a.)
5 Years (p.a.) 6 Years (p.a.) Since
Inception
Swell Global Portfolio -32.64% -8.02% -1.14% 5.02% 6.99% 9.52% 74.43%

Contact us

Contact us now to find out more about adding the Swell Global Portfolio to your investments