Fund Performance

Fund Performance

Net Returns (post fees and expenses)

29 February 2024 1 mth 1 yr 3 yr
p.a.
5 yr
p.a.
10 yr
p.a.
Inception
p.a.1
Auscap Long Short
Australian Equities Fund
6.5% 22.1% 15.5% 15.3% 12.3% 15.8%
All Ordinaries
Accumulation Index
1.2% 11.3% 9.1% 9.0% 8.2% 9.5%
Outperformance +5.3% +10.8% +6.4% +6.3% +4.1% +6.3%

1. Inception is December 2012

* Net returns are post all fees and expenses. These figures assume 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

Auscap Fund vs Australian Equities Market