Australian Growth: Performance at 30 November 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 30-Nov-2020: Portfolio 6.62%, ASX 200 Accumulation Index 6.14%

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.

International Growth: Performance at 30 November 2020

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.

International Growth Annualized Performance 1-Jul-2018 to 30-Nov-2020: Portfolio 15.76%, ASX 200 Accumulation Index 15.05%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Nov-2020: Portfolio 16.08%, ASX 200 Accumulation Index 15.37%

Performance of Individual Stocks

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Notes:

  • 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.

Australian Growth: Performance at 31 October 2020

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.

Australian Growth Annualized Performance 1-Jul-2018 to 31-Oct-2020: Portfolio 7.66%, ASX 200 Accumulation Index 2.03%

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 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.

International Growth: Performance at 31 October 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-Oct-2020: Portfolio 12.75%, ASX 200 Accumulation Index 10.59%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Oct-2020: Portfolio 15.21%, ASX 200 Accumulation Index 13.01%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

Notes:

  • Performance is calculated in US Dollars except where otherwise stated.
  • 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.

Australian Growth: Performance at 30 September 2020

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.

Australian Growth Annualized Performance 1-Jul-2018 to 30-Sep-2020: Portfolio 7.54%, ASX 200 Accumulation Index 1.24%

Individual Stocks

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Notes:

  • Annualized performance is calculated using the CAGR formula.
  • 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.

International Growth: Performance at 30 September 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 30-Sep-2020: Portfolio 13.86%, ASX 200 Accumulation Index 12.34%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Sep-2020: Portfolio 15.46%, ASX 200 Accumulation Index 13.92%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

Notes:

  • Annualized performance is calculated using the CAGR formula.
  • 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.

International Growth: Performance at 31 August 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-Aug-2020: Portfolio 16.46%, ASX 200 Accumulation Index 14.88%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Aug-2020: Portfolio 16.57%, ASX 200 Accumulation Index 14.99%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

Notes:

  • 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.

Australian Growth: Performance at 31 August 2020

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.

Australian Growth Annualized Performance 1-Jul-2018 to 31-Aug-2020: Portfolio 8.39%, ASX 200 Accumulation Index 3.05%

Performance of Individual Stocks

[Content protected for Australian Growth, Premium members only]

Notes:

  • 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.

Australian Growth: Performance at 31 July 2020

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.

Australian Growth Annualized Performance 1-Jul-2018 to 31-Jul-2020: Portfolio 9.69%, ASX 200 Accumulation Index 1.8%

Performance of Individual Stocks

[Content protected for Australian Growth, Premium members only]

Notes:

  • 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.

International Growth: Performance at 31 July 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-Jul-2020: Portfolio 15.03%, ASX 200 Accumulation Index 11.74%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Jul-2020: Portfolio 16.93%, ASX 200 Accumulation Index 13.58%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

Notes:

  • 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.