Net Returns (post fees and expenses)*
| 30 November 2024 | 1 mth | 1 yr | 3 yr p.a. |
5 yr p.a. |
10 yr p.a. |
Inception p.a.1 |
| Auscap High Conviction Australian Equities Fund |
3.8% | 25.9% | 7.4% | 13.9% | 11.5% | 15.4% |
| All Ordinaries Accumulation Index |
3.7% | 23.5% | 9.0% | 8.6% | 9.4% | 9.9% |
| Outperformance | +0.1% | +2.3% | -1.6% | +5.3% | +2.1% | +5.5% |
1. Inception is December 2012
* Net returns are post all fees and expenses. These figures assume the reinvestment of all distributions. Numbers may not add due to rounding. Past performance is not a reliable indicator of future performance. Prior to 1 December 2024, the Auscap High Conviction Australian Equities Fund was called the Auscap Long Short Australian Equities Fund. It was previously able to short sell and use leverage as part of its investment strategy, but this ceased on 1 December 2024.
Yearly
Monthly
Auscap Calendar Year Performance
*2012 – December month only
