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.

International Growth: Performance at 30 June 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-Jun-2020: Portfolio 13.25%, ASX 200 Accumulation Index 9.22%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Jun-2020: Portfolio 17.18%, ASX 200 Accumulation Index 13.01%

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 30 June 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-Jun-2020: Portfolio 8.61%, ASX 200 Accumulation Index 1.62%

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 May 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-May-2020: Portfolio 13.37%, ASX 200 Accumulation Index 8.52%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-May-2020: Portfolio 19.64%, ASX 200 Accumulation Index 14.52%

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 May 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-May-2020: Portfolio 8.8%, ASX 200 Accumulation Index 0.33%

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 30 April 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-Apr-2020: Portfolio 7.18%, ASX 200 Accumulation Index -1.96%

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 30 April 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 in USD Annualized Performance 1-Jul-2018 to 30-Apr-2020: Portfolio 11.72%, S&P 500 Total Return Index 6.19%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Apr-2020: Portfolio 19.71%, S&P 500 Total Return Index 13.79%

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.