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 130.40%

Performance to September 30 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 -1.49% 6.51% 18.60% 21.47% 18.51% 21.18% 20.23% 17.35% 130.40%
MSCI World Net Total Return -0.38% 3.67% 10.00% 3.89% 6.53% 11.04% 12.08% 10.02% 60.40%
Outperformance -1.11% 2.83% 8.60% 17.58% 11.98% 10.14% 8.15% 7.33% 70.00%

Contact us

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