Australian Growth portfolio performance since inception on 1 July 2018 is set out below. This is too short a period 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.
Individual Stocks[Content protected for Australian Growth, Premium members only]
- Performance is calculated in Australian Dollars.
- Annualized performance is calculated using the CAGR formula.
- Returns are calculated after transaction costs (e.g. brokerage) but exclude all other fees and charges.
- Not all stocks have equal weighting nor held for the full period.
- Past performance is not a guarantee of future performance.