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 132.02%
Performance to December 31 2020
Net of management fee - Inception date is June 18 2015 - Performance data relates to the Swell Global Portfolio - Past performance is not necessarily 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.) |
Since Inception |
|---|---|---|---|---|---|---|---|---|---|
| Swell Global Portfolio | -2.02% | 0.70% | 7.25% | 17.00% | 23.99% | 18.06% | 17.54% | 17.13% | 132.02% |
| MSCI World Net Total Return | -0.46% | 5.85% | 9.74% | 5.58% | 16.19% | 11.04% | 11.61% | 10.88% | 69.79% |
| Outperformance | -1.56% | -5.15% | -2.49% | 11.41% | 7.80% | 7.02% | 5.94% | 6.25% | 62.22% |
Contact us
Contact us now to find out more about adding the Swell Global Portfolio to your investments
Subscribe to Swell
Subscribe to our daily update, blog or monthly performance report to keep up to date with our Portfolio of the world’s best companies