International Growth: Performance at 31 March 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 15.12%, Benchmark -1.04% (1-Jul-18 to 31-Mar-20)

International Growth in AUD - Performance since Inception: Portfolio 38.71%, Benchmark 19.24% (1-Jul-18 to 31-Mar-20)

Annualized performance is calculated using the CAGR formula.

Annualized Performance in USD: Portfolio 8.38%, Benchmark -0.60% (1-Jul-18 to 31-Mar-20)

Annualized Performance in AUD: Portfolio 20.56%, Benchmark 10.58% (1-Jul-18 to 31-Mar-20)

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]


  • 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.