Performance

The information provided on this page has been prepared for WaveStone wholesale investors.

Fund statistics at 30 November 2017

  Month
(%)
Quarter
(%)
CYTD
(%)
1 Year
(%)
3 Years
(% p.a.)
5 Years
(% p.a)
10 Years
(% p.a.)
Since Inception
(% p.a.)#
Fund return (incl. franking credits)* 0.6 5.3 9.9 10.7 8.7 11.8 8.0 10.8
RBA Cash Rate 0.1 0.4 1.4 1.5 1.8 2.2 3.4 3.8
S&P/ASX 300 Acc Index  1.7 5.8 9.9 14.7 8.8 10.5 3.5 5.8
Average Daily Net Equity Exposure 82.0 83.3 78.5 77.5 71.6 73.8 76.2 76.2
Past performance is no indication of future performance.
* After all fees and expenses and assumes all distributions are reinvested and inclusive of franking credits received.
# Fund inception is 5 September 2006

Each person should obtain a copy of the Information Memorandum for the Fund and consider it before making any decision about the Fund.

Click here to see the WaveStone Capital Absolute Return Fund accumulated performance since inception.