Performance

Performance

Australian Equities High Conviction Portfolio

(as at 31 August 2018)
 1mth3mth1yr3yr5yr10yr
DNR Capital1.20%7.21%16.42%14.49%12.78%11.03%
Benchmark1.42%6.19%15.40%11.46%8.94%6.77%
Outperformance-0.22%1.02%1.02%3.03%3.84%4.26%
Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account. Performance figures greater than 1 yr have been annualised (p.a.).

Click here to download the Australian Equities High Conviction Portfolio monthly update.

Australian Equities Socially Responsible Portfolio

(as at 31 August 2018)
 1mth3mth1yr3yr5yr10yr
DNR Capital2.41%7.65%21.72%14.58%12.84%10.67%
Benchmark1.42%6.19%15.40%11.46%8.94%6.77%
Outperformance0.99%1.46%6.32%3.12%3.90%3.90%
Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account. Performance figures greater than 1 yr have been annualised (p.a.).

Click here to download the Australian Equities Socially Responsible Portfolio monthly update.

Australian Equities Income Portfolio

(as at 31 August 2018)
 1mth3mth1yr3yr5yr7yr10yr
DNR Capital1.71%9.06%14.30%11.67%11.68%15.27%10.70%
Benchmark2.89%8.06%14.14%10.37%9.98%13.87%9.23%
Outperformance-1.18%1.00%0.16%1.30%1.70%1.40%1.47%
Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account. Performance figures greater than 1 yr have been annualised (p.a.).

Click here to download the Australian Equities Income Portfolio monthly update.

Australian Listed Property Trust Portfolio

(as at 31 August 2018)
 1mth3mth1yr3yr5yr10yr
DNR Capital2.95%6.14%15.66%10.92%13.56%8.65%
Benchmark2.71%5.97%15.82%10.52%13.04%5.88%
Outperformance0.24%0.17%-0.16%0.40%0.52%2.77%
Past performance is not an indication of future performance. No allowance has been made for taxation and fees are not taken into account. Performance figures greater than 1 yr have been annualised (p.a.).

Click here to download the Australian Listed Property Trust Portfolio monthly update.

Print this article