International Growth: Performance at 29 February 2020

International Growth portfolio performance since inception on 1 July 2018 is set out below. This period is too short to give a real indication as to how the portfolio will perform in the long-term: we expect to hold most growth stocks for 5 to 10 years.

International Growth in USD - Performance since Inception: Portfolio 18.55%, Benchmark 12.90% (1-Jul-2018 to 29-Feb-20)

International Growth in AUD - Performance since Inception: Portfolio 34.83%, Benchmark 28.41% (1-Jul-2018 to 29-Feb-20)

Annualized performance is calculated using the CAGR formula.

Annualized Performance in USD: Portfolio 10.75%, Benchmark 7.55% (1-Jul-2018 to 29-Feb-20)

Annualized Performance in AUD: Portfolio 19.64%, Benchmark 16.19% (1-Jul-2018 to 29-Feb-20)

Performance of Individual Stocks

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  • Annualized performance is calculated using the CAGR formula.
  • Equity returns are not annualized.
  • Returns are calculated after transaction costs (e.g. brokerage) but exclude all other fees and charges.
  • Past performance is not a guarantee of future performance.