Claremont Global

31 May 2024 (AUD)Since inception (p.a)10 years (p.a)7 years (p.a)5 years (p.a)3 years (p.a)1
year
6
months
3 months
Portfolio return13.5%14.0%13.3%13.1%10.2%8.4%1.3%-7.1%
MSCI AC World Accum Index ex-Aust12.0%12.2%11.6%12.7%10.6%20.3%13.8%1.6%
Excess return1.5%1.8%1.7%0.4%-0.5%-11.9%-12.5%-8.8%

 

 

Claremont Global (hedged)

31 May 2024 (AUD)Since inception (p.a)10 years (p.a)7 years (p.a)5 years (p.a)3 years (p.a)1
year
6
months
3 months
Portfolio return10.8%10.6%10.0%10.1%3.1%9.9%0.8%-5.6%
MSCI AC World Accum Index ex-Aust (AUD, hedged)9.6%9.3%9.2%10.8%5.6%22.8%14.5%4.1%
Excess return1.2%1.3%0.8%-0.6%-2.5%-12.9%-13.7%-9.6%

All numbers in AUD. Performance is net of investment management fees. Inception date is 18th February 2014. Numbers may not sum due to rounding. Since inception return is annualized and assumes reinvestment of distributions. Past performance should not be taken as an indication of future performance.