International Growth: Performance at 31 May 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 Annualized Performance 1-Jul-2018 to 31-May-2020: Portfolio 13.37%, ASX 200 Accumulation Index 8.52%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-May-2020: Portfolio 19.64%, ASX 200 Accumulation Index 14.52%

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.