Australian Growth portfolio performance since inception on July 1, 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.
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Hypothetical $1 million invested in the Australian Growth portfolio on July 1, 2018:
- Performance is calculated in Australian Dollars.
- Annualized performance is calculated using the CAGR formula.
- Returns are calculated after brokerage costs but excludes all other fees and charges.
- Franking credits are excluded from return calculations.
- Not all stocks have equal weighting nor held for the full period.
- Past performance is not a guarantee of future performance.
Current portfolio allocation differs considerably from our target allocation, set as a long-term aspirational goal, due to elevated market risk, over-priced sectors, and opportunities in cyclicals (including gold and precious metals).
The graph below reflects current portfolio allocation:
Allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals:
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