Fund Performance

Fund Performance

Net Returns (post fees and expenses)

30 November 2023 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
5.8% 1.5% 12.4% 11.0% 11.4% 14.5%
All Ordinaries
Accumulation Index
5.2% 1.7% 6.9% 9.0% 7.5% 8.8%
Outperformance +0.6% -0.2% +5.5% +2.0% +3.9% +5.7%

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