Australian Growth: Performance at 31 December 2020

Australian Growth portfolio performance since inception on 1 July 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.

Australian Growth Annualized Performance 1-Jul-2018 to 31-Dec-2020: Portfolio 6.37%, ASX 200 Accumulation Index 6.44%

Individual Stocks

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Notes:

  • Performance is calculated in Australian Dollars.
  • Annualized performance is calculated using the CAGR formula.
  • Returns are calculated after brokerage costs 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.