Fund Performance

Fund Performance

To 31 August 2021 1 mth 3 mth 6 mth 1 yr 3 yr
p.a.
5 yr
p.a.
7 yr
p.a.
Inception
p.a.1
Auscap Long Short
Australian Equities Fund
3.4% 13.6% 29.3% 77.0% 13.7% 10.0% 12.7% 18.4%
All Ordinaries
Accumulation Index
2.6% 6.4% 14.8% 29.0% 10.6% 11.3% 9.0% 10.8%
Outperformance +0.8% +7.3% +14.6% +48.0% +3.1% -1.3% +3.7% +7.6%

1. Inception is December 2012

*Post all fees and expenses, and assuming the reinvestment of all distributions. Past performance is not a reliable indicator of future performance

Yearly
Monthly

Auscap Calendar Year Performance

*2012 – December month only
*2021 – CYTD

Auscap Fund vs Australian Equities Market