International 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.
And in Australian Dollars:
Performance of Individual Stocks[Content protected for International Growth, Premium members only]
The portfolio has a sizable allocation to gold & precious metals (21% at 31-Mar-2021). We expect rising inflation and negative real interest rates to lift performance of this asset class over the next year.
- Performance is calculated in US Dollars except where otherwise stated.
- 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.