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

[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 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 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.

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.

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.

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.

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.

International Growth: Performance at 31 March 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 - Performance since Inception: Portfolio 15.12%, Benchmark -1.04% (1-Jul-18 to 31-Mar-20)

International Growth in AUD - Performance since Inception: Portfolio 38.71%, Benchmark 19.24% (1-Jul-18 to 31-Mar-20)

Annualized performance is calculated using the CAGR formula.

Annualized Performance in USD: Portfolio 8.38%, Benchmark -0.60% (1-Jul-18 to 31-Mar-20)

Annualized Performance in AUD: Portfolio 20.56%, Benchmark 10.58% (1-Jul-18 to 31-Mar-20)

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 29 February 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 - Performance since Inception: Portfolio 18.55%, Benchmark 12.90% (1-Jul-2018 to 29-Feb-20)

International Growth in AUD - Performance since Inception: Portfolio 34.83%, Benchmark 28.41% (1-Jul-2018 to 29-Feb-20)

Annualized performance is calculated using the CAGR formula.

Annualized Performance in USD: Portfolio 10.75%, Benchmark 7.55% (1-Jul-2018 to 29-Feb-20)

Annualized Performance in AUD: Portfolio 19.64%, Benchmark 16.19% (1-Jul-2018 to 29-Feb-20)

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.