While we can’t guarantee investment returns, we can guarantee adherence to our strict investment philosophy. We are focussed on generating absolute returns and target 9% per annum over rolling three year periods. We only invest when it makes sense to do so and If we can’t find a suitable investment we will hold cash. Our cash weighting is driven by available investment opportunities not an arbitrary benchmark.


Since public inception on June 18 2015, the Swell Global Portfolio has returned 67.78%

Performance to July 31 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
2 Years
3 Years
4 Years
5 Years (p.a.) 6 Years (p.a.) 7 Years (p.a.) Since
Swell Global Portfolio -39.06% -12.95% -3.93% 1.94% 6.42% 7.71% 7.85% 67.78%

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