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
Subscribe to Swell
Subscribe to our email update to keep up to date with our Portfolio of the world’s best companies