Claremont Global

31 January 2024 (AUD) Since inception (p.a) 7 years (p.a) 5 years (p.a) 3 years (p.a) 1
year
6
months
3 months
Portfolio return 14.3% 15.7% 17.0% 16.9% 22.6% 6.7% 8.9%
MSCI AC World Accum Index ex-Aust 11.6% 12.0% 12.4% 11.5% 22.5% 6.1% 10.2%
Excess return 2.7% 3.7% 4.6% 5.4% 0.0% 0.6% -1.3%

 

 

Claremont Global (hedged)

31 January 2024 (AUD) Since inception (p.a) 7 years (p.a) 5 years (p.a) 3 years (p.a) 1
year
6
months
3 months
Portfolio return 11.5% 11.9% 12.9% 9.6% 13.2% 3.8% 12.9%
MSCI AC World Accum Index ex-Aust (AUD, hedged) 9.0% 9.0% 9.3% 6.3% 14.3% 3.8% 13.2%
Excess return 2.5% 2.9% 3.6% 3.4% -1.1% 0.0% -0.3%

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.