Performance
While we can’t guarantee investment returns, we can guarantee adherence to our strict investment philosophy. This has enabled us to consistently outperform the ASX All Ordinaries Accumulation Index and the MSCI World Net Total Return Index after all management fees since inception.
Portfolio
Since public inception on June 18 2015, the Swell Global Portfolio has returned 173.82%
Performance to June 30 2021
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 Month |
3 Months |
6 Months |
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 | 7.96% | 9.27% | 18.02% | 26.57% | 23.09% | 21.29% | 21.68% | 20.87% | 18.60% | 173.82% |
| MSCI World Net Total Return | 4.64% | 9.31% | 16.19% | 27.52% | 15.61% | 14.38% | 14.62% | 14.64% | 12.13% | 97.29% |
| Outperformance | 3.32% | -0.04% | 1.82% | -0.94% | 7.48% | 6.91% | 7.06% | 6.23% | 6.47% | 76.53% |
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