Australian Growth: Performance at 30 April 2021

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-Apr-2021: Portfolio 4.96%, ASX 200 Accumulation Index 8.53%

Individual Stocks

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The portfolio has a sizable allocation to gold & precious metals (19% at 30-Apr-2021).  We expect rising inflation and negative real interest rates to lift performance of this asset class over the next year.

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.

Australian Growth: Performance at 31 March 2021

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 31-Mar-2021: Portfolio 4.83%, ASX 200 Accumulation Index 7.46%

Individual Stocks

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The portfolio has a sizable allocation to gold & precious metals (17% at 31-Mar-2021).  We expect rising inflation and negative real interest rates to lift performance of this asset class over the next year.

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.

Australian Growth: Performance at 28 February 2021

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 28-Feb-2021: Portfolio 4.49%, ASX 200 Accumulation Index 6.73%

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.

Australian Growth: Performance at 31 January 2021

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 31-Jan-2021: Portfolio 6.03%, ASX 200 Accumulation Index 6.36%

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.

Australian Growth: Performance at 31 December 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 31-Dec-2020: Portfolio 6.37%, ASX 200 Accumulation Index 6.44%

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.

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.

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.

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.

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

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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

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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.